NFO Alert: UTI Mutual Fund Launches UTI Balanced Hybrid Fund

UTI Mutual Fund has opened the UTI Balanced Hybrid New Fund Offer (NFO) on 14 August 2026. The issue will remain open until 28 August 2026. It is an open-ended scheme under the Balanced Hybrid category. 

Investment Approach 

The scheme aims to provide long-term capital appreciation and generate income through a mix of equity and equity-related instruments, along with debt and money market instruments. Its benchmark is the NIFTY 50 Hybrid Composite Debt 50:50 Index. 

Fund Managers 

The scheme will be managed by Ajay Tyagi, Kamal Gada, and Anurag Mittal. The fund follows a balanced portfolio approach, combining equity and fixed-income investments rather than focusing on a single asset class. 

Investment Details 

The minimum investment is ₹1,000 and a minimum SIP of ₹500. Investors can choose between Growth and IDCW plans. There is no lock-in period for the scheme. 

The riskometer places the fund in the High risk category. This indicates that investors may be exposed to significant fluctuations in the value of their investment. 

Exit Load 

An exit load applies to certain redemptions. For units exceeding 10% of the investment, a 1% charge will apply if those units are redeemed within 12 months. 

What Investors Should Know 

As an open-ended fund, the scheme does not have a fixed maturity period or lock-in. Its investment strategy combines equity-related assets with debt and money market instruments, with the stated objective of seeking both capital appreciation and income. 

Read More: Upcoming NFO: SBI Mutual Fund Files Draft for SBI BSE India Defence ETF FOF! 

Conclusion  

The scheme will remain open for subscription until August 28, 2026, following its opening on August 14, 2026. The fund has no lock-in period, while a 1% exit load applies to certain redemptions within 12 months. 

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.   
 
Mutual Fund Investments are subject to market risks, read all the related documents carefully before investing.