INF789F01893

CASPeR Ranking #56

UTI Conservative Hybrid Fund Regluar Plan Growth

Moderately High risk Conservative Allocation Allocation

NAV (Fri Jul 26 2024)

₹65

Returns (Since Inception)

10.41%

Category Average

8.71%

Rating

4

Allocation and Holdings

Asset class

Weightage

Unknown

62.08%

Financial Services

2.29%

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Overall rating

100K+Downloads

Scheme Information

Fund name

UTI Conservative Hybrid Fund Regluar Plan Growth


Minimum SIP

500


Risk Level

Moderately High risk


AUM

₹1617.22 Cr


ISIN

INF789F01893


Inception Date

Jan 01 1970


Standard Deviation

4.344


Beta

-


Sharpe Ratio

1.017


Benchmark

IISL Nifty 50 TR INR


Expense Ratio

1.800%


Exit Load

(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

Moderately High risk

Investment Objective

The primary objective of the scheme is to invest predominantly in debt and money market instruments and part of the portfolio into equity/equity related securities with a view to generating income and aim for capital appreciation. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

Fund Managers

Amandeep Chopra

Amit Premchandani

About the AMC

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frequently asked questions

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What is the current NAV of UTI Conservative Hybrid Fund Regluar Plan Growth?

The NAV of UTI Conservative Hybrid Fund Regluar Plan Growth is ₹65 as of Fri Jul 26 2024.

Net asset value, or NAV for short, is a mutual fund's cost per unit. Consider it the share price of a stock, but one that represents the total worth of all the investments made by the fund. This value affects how much you pay to invest or receive when redeeming units, and it changes every day based on changes in the market. Gaining insight into NAV enables you to evaluate a fund's performance and make wise investment choices.

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Who is the fund manager of UTI Conservative Hybrid Fund Regluar Plan Growth?

Amandeep Chopra is the current fund manager of UTI Conservative Hybrid Fund Regluar Plan Growth as on Sat Jul 27 2024. A fund manager's performance history, investment style and strategy, approach to risk management, tenure and experience, fees and charges, and alignment with investor goals all have an impact on the fund performance.

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What is the expense ratio of UTI Conservative Hybrid Fund Regluar Plan Growth?

The Expense Ratio of UTI Conservative Hybrid Fund Regluar Plan Growth is 180.00% as of Sat Jul 27 2024 which means if you earn ₹50,000 worth returns on an investment in this fund then 180.00% of those returns will be retained by the AMC.

The annual fees you pay the mutual fund firm to manage your investments in that fund are known as the Expense Ratio. The Expense Ratio is deducted from the returns that the fund generates and expressed as a percentage of Assets Under Management (AUM).

Because a smaller portion of the gains will be retained, a fund with a lower expense ratio is always preferable because it will result in larger returns for you.

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What is the minimum SIP amount of UTI Conservative Hybrid Fund Regluar Plan Growth?

The minimum Systematic Investment Plan (SIP) amount required for UTI Conservative Hybrid Fund Regluar Plan Growth is ₹500. A Systematic Investment Plan (SIP) is an investment approach in mutual funds where an investor selects a mutual fund scheme and invests a fixed amount at regular intervals. The SIP investment strategy involves investing a small amount consistently over time, as opposed to investing a large sum in a single instance. This method aims to potentially yield higher returns over the long term by leveraging the benefits of rupee cost averaging and compounding.

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What is the minimum lump sum amount required to invest in UTI Conservative Hybrid Fund Regluar Plan Growth?

To initiate a lump sum investment in UTI Conservative Hybrid Fund Regluar Plan Growth, a minimum initial amount of ₹5,000 is necessary. This means that to participate in this investment option, investors must commit a starting sum of at least INR 5000. A lumpsum investment is a common approach to investing money in financial instruments such as mutual funds. This method involves investing a substantial sum of money in a financial instrument in a single transaction, as opposed to making multiple smaller payments over time.

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What is risk category of the UTI Conservative Hybrid Fund Regluar Plan Growth?

In accordance with SEBI regulations, mutual funds are required to disclose the risk associated with investing, categorized into five levels: (a) Low: Low risk to principal, (b) Moderately Low: Moderately low risk to principal, (c) Moderate: Moderate risk to principal, (d) Moderately High: Moderately high risk to principal, (e) High: High risk to principal. The risk category of UTI Conservative Hybrid Fund Regluar Plan Growth is classified as Moderately High risk.

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What is the category of UTI Conservative Hybrid Fund Regluar Plan Growth?

The category of the UTI Conservative Hybrid Fund Regluar Plan Growth is Allocation.

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