AC
Amandeep ChopraFund Manager Since 14 Dec 2006
AllocationConservative Allocation
UTI Conservative Hybrid Fund-Growth-Direct
3Y Annualised
10.68%
-0.04% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.75%
-0.04% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
6 years 10 months
NIFTY 50
5 years 5 months
FD
9 years 7 months
Fund info
Fund size
₹1647.97 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹5000
Exit load
0.01%
(A) Redemption / Switch out within 12 months from the date of allotment – (i) upto 10% of the allotted Units – NIL (ii) beyond 10% of the allotted Units - 1.00 % (B) Redemption / Switch out after 12 months from the date of allotment – NIL
Risk Profile
Moderately High risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Regular Savings Fund Direct Plan Bonus
4.01%
2nd
ICICI Prudential Regular Savings Fund Bonus
3.96%
3rd
Kotak Debt Hybrid Direct Quarterly Payout of Income Distribution cum Cap Wdrl
3.38%
4th
Kotak Debt Hybrid Direct Quarterly Reinvestment of Income Distribution cum Cap Wdrl
3.38%
5th
Kotak Debt Hybrid Quarterly Payout of Income Distribution cum Cap Wdrl
3.26%
91st
UTI Conservative Hybrid Fund-Growth-Direct
1.75%
Fund Managers
AP
Amit PremchandaniFund Manager Since 8 Jan 2022
About UTI Conservative Hybrid Fund-Growth-Direct
UTI Conservative Hybrid Fund-Growth-Direct is a Allocation mutual fund scheme from UTI Asset Management Co Ltd. This fund has been in existence for 12 years, having been launched on 2013-01-01. UTI Conservative Hybrid Fund-Growth-Direct has ₹1647.97 Cr worth of assets under management (AUM) as of Sat May 10 2025. The latest Net Asset Value (NAV) of UTI Conservative Hybrid Fund-Growth-Direct as of Mon May 05 2025 is ₹74.1648. The fund has an expense ratio of 1.16%, which is medium comparable to most other Allocation funds.
UTI Conservative Hybrid Fund-Growth-Direct returns for the last 1 year are 11.72%. Since launch, it has delivered 9.89% average annual returns.
The UTI Conservative Hybrid Fund-Growth-Direct has the majority of its money invested in null sectors.
Top 5 Holdings of UTI Conservative Hybrid Fund-Growth-Direct.
- 7.1% Govt Stock 2034: 15.66%
- 6.79% Govt Stock 2034: 7.70%
- 7.18% Govt Stock 2033: 4.72%
- Rural Electrification Corporation Limited: 4.69%
- Power Finance Corporation Ltd.: 4.68%
AMC Information
| Name | UTI Asset Management Co Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| pms_care@uti.co.in | |
| Phone | +91-22-6678 6666 |
| Website | https://www.utiwms.com |
| Address | PMS Division, UTI - Tower, “Gn” Block, Bandra Kurla Complex, Mumbai- 400051 |
Tax Implications of UTI Conservative Hybrid Fund-Growth-Direct
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from UTI Asset Management Co Ltd
UTI Conservative Hybrid Fund Regluar Plan Growth
AllocationConservative Allocation
3Y CAGR
10.01%
expense ratio
1.81%
fund size
₹1647.97 Cr
UTI MNC Fund Regular Plan Growth
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UTI Large cap Fund Regular Plan Growth
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UTI Mid Cap Fund Regular Plan Growth
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UTI Value fund Fund-Direct Growth Option
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expense ratio
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fund size
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FAQs
What is the current NAV of UTI Conservative Hybrid Fund-Growth-Direct?
What are the average returns of UTI Conservative Hybrid Fund-Growth-Direct?
How do I invest in UTI Conservative Hybrid Fund-Growth-Direct?
What is the expense ratio of UTI Conservative Hybrid Fund-Growth-Direct?
What are net assets under management (AUM) of UTI Conservative Hybrid Fund-Growth-Direct?
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What are the top 3 sectors that UTI Conservative Hybrid Fund-Growth-Direct has invested in?
Who is the manager of UTI Conservative Hybrid Fund-Growth-Direct?
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How to Redeem UTI Conservative Hybrid Fund-Growth-Direct?
Can I invest in SIP and a Lump Sum of UTI Conservative Hybrid Fund-Growth-Direct?
