NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹9.71
-0.52%
NAV as on 23 Oct 26, 12:00 AM
high risk
balanced hybrid
hybrid
NAV as on 23 Oct 26, 12:00 AM
high risk
balanced hybrid
hybrid
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
-2.87%p.a.
Since Inception
About UTI Balanced Hybrid Fund -Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the UTI Balanced Hybrid Fund -Growth scheme from UTI Asset Management Company Private Limited. It is a Balanced Hybrid mutual fund scheme that predominantly invests in Balanced Hybrid stocks of companies. Launched on Sep 2026, UTI Balanced Hybrid Fund -Growth is Balanced Hybrid fund of its category with 160.21 Cr fund under management as on Oct 2026. The expense ratio of this fund is less than that of most other Fund category Balanced Hybrid funds.
- UTI Balanced Hybrid Fund -Growth delivered 0.0% annual returns during the last year. It has delivered -2.9% average annual returns since the fund was launched.
- UTI Balanced Hybrid Fund -Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in hybrid
Fund Objective
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
Top 10 Holdings
Brigade Enterprises Ltd
1.32%
Coromandel International Ltd
1.32%
Schaeffler India Ltd
2.51%
HDFC Bank Ltd
2.77%
ICICI Bank Ltd
2.69%
Jindal Stainless Ltd
1.40%
Kotak Mahindra Bank Ltd
2.94%
Navin Fluorine International Ltd
0.52%
Pidilite Industries Ltd
1.49%
Ratnamani Metals & Tubes Ltd
0.96%
Fund Managers
- Anurag Mittal (Aug 2026 - Present)
- Ajay Tyagi (Aug 2026 - Present)
- Kamal Gada (Aug 2026 - Present)
Key Information
View Scheme Document
UTI Balanced Hybrid Fund -Growth SIP Calculator
If invested
per month
For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on UTI Balanced Hybrid Fund -Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in UTI Balanced Hybrid Fund -Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in UTI Balanced Hybrid Fund -Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
Frequently Asked Questions
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