Insufficient historyPlan n/a · Option n/aToo thin to judge
UTI Balanced Hybrid Fund
UTI Mutual FundHybrid Schemes - Balanced Hybrid Fund0.1 years
The Scheme seeks to provide long term capital appreciation and generate income by investing in a balanced portfolio of equity & equity related instruments and debt & money market instruments
- NAV
- 9.8129
- 29 Oct 2026
- 1Y
- n/a
- Trailing CAGR
- AUM
- ₹160.21 Cr
- 30 Sept 2026
- Volatility
- n/a
- History still thin
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 29 Oct 2026
Stance
Too thin to judge
History is short. Lean on older peers or a low-cost index until more evidence lands.
In three lines
Watch if · History is short. Lean on older peers or a low-cost index until more evidence lands.
Watch if · Fewer than 60 daily observations; risk ratios are withheld.
Buy checklist
History depth
Fail
0.1 years - thin for judging consistency.
Engine status
n/a
History is short. Lean on older peers or a low-cost index until more evidence lands.
Expense ratio
n/a
TER not on file yet.
Drawdown vs peers
Pass
Peak-to-trough -3.1%. Ask whether you can hold through a similar fall.
Vs category
n/a
Category relative read still thin.
Manager tenure
Watch
Ajay Tyagi · 0.2 years on the scheme.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Watch
Top 10 holdings ≈ 79.2% of the portfolio.
Skip · see category peers
History or evidence is too thin for a confident buy stance on this desk.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
Drawdown rehearsal
This scheme’s worst fall on file is about 3%. Before you SIP, ask whether you would keep contributing through a similar drop - pausing on fear is the usual India MF failure mode.
SIP discipline
If you start a SIP here, diary a 90-day check and an annual review - don’t react to every NAV print.
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Yn/a
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI-13.1%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Yn/a
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- -13.1%
- Calendar-day CAGR
- Excess 1Y
- n/a
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -3.1%
- Worst peak-to-trough
- Current
- -2.3%
- Below last peak
- Current spell
- 41 days
- Days below latest peak
- Time below peak
- +92%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 3 days
- 1 recovered episodes
- Longest recovery
- 3 days
- Trough to prior peak
18 Sept 2026 – open
Trough 23 Oct 2026 · not recovered
-3.1%
8 Sept 2026 – 18 Sept 2026
Trough 15 Sept 2026 · recovered in 3 days
-0.3%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
n/a
Vs category
n/a
Consistency
n/a
Risk-adjusted
n/a
Drawdown
92
Mean
n/a
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Insufficient history
Buying stance
Too thin to judge
History is short. Lean on older peers or a low-cost index until more evidence lands.
Why this status
No status reasons yet. History is still thin.
Supporting reads
No supporting reads in the current evidence set.
Fewer than 60 daily observations; risk ratios are withheld.
Portfolio
30 Sept 2026 · 28 holdings · top 10 are 79.2%.
- Top 5
- 68.4%
- Top 10
- 79.2%
- Largest holding
- 44.7%
- Effective holdings
- 4.3
Net Current Assets
Unspecified
44.7%
GOVERNMENT OF INDIA 37426 GOI 11MY36 6.94 FV RS 100
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