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Two Balanced hybrid funds side by side: returns, costs, size, risk and how much their portfolios overlap.
SBI Balance Hybrid Fund vs UTI Balanced Hybrid Fund, as of 9 Nov 2026: SBI Balance Hybrid Fund NAV ₹10.22, under one year old, expense ratio 1.46%; UTI Balanced Hybrid Fund NAV ₹10.19, under one year old, expense ratio 1.93%; about 8% of their portfolios overlap.
As of · Source: AMFI NAVs and fund-house disclosures
| SBI Balance Hybrid Fund Direct Growth | UTI Balanced Hybrid Fund Direct Growth | |
|---|---|---|
| Category | Balanced hybrid | Balanced hybrid |
| Fund house | SBI Mutual Fund | UTI Mutual Fund |
| Plan | Direct Plan · Growth | — |
| NAV | ₹10.22 (9 Nov 2026) | ₹10.19 (9 Nov 2026) |
| Expense ratio | 1.46% | 1.93% |
| AUM | ₹2,084 cr | ₹4,534 cr |
| Risk-o-meter | Very High | High |
| Benchmark | NIFTY 50 Hybrid Composite Debt 50:50 Index | NIFTY 50 Hybrid Composite Debt 50:50 Index |
| Exit load | — | Nil: there is no exit load. |
| Minimum SIP | ₹500 | ₹500 |
| Holdings | 52 | 153 |
| Top 10 holdings weight | 34.2% | 27.4% |
| Portfolio overlap | About 8% by weight, from the latest disclosed holdings | |
Returns are not shown for schemes under one year old.
Returns are point-to-point for each plan, after its expense ratio; periods over one year are CAGR. Past performance is not indicative of future results.
Open in the compare tool: growth charts, SIP outcomes and shared holdings →SBI Balance Hybrid Fund costs less: SBI Balance Hybrid Fund charges 1.46% a year and UTI Balanced Hybrid Fund 1.93% a year.
UTI Balanced Hybrid Fund is larger: SBI Balance Hybrid Fund manages ₹2,084 cr and UTI Balanced Hybrid Fund ₹4,534 cr (as of 9 Nov 2026).
About 8% of their portfolios overlap by weight (the smaller weight of each common holding, summed), from the latest disclosed holdings.
SBI Balance Hybrid Fund is rated "Very High" and UTI Balanced Hybrid Fund "High" on SEBI's risk-o-meter.
We don't give recommendations. Jivani Markets is not a SEBI-registered investment adviser or research analyst. Whether a fund suits you depends on your goals, horizon and risk appetite; speak to a SEBI-registered investment adviser or an AMFI-registered mutual fund distributor before investing.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future results.
Returns are for Direct plans, after expenses (TER is already in the NAV). Research, not advice: we do not say a fund suits you. Disclaimer