CASPeR Ranking #73
UTI Conservative Hybrid Fund Regluar Plan Growth
NAV (Mon Oct 28 2024)
₹66
Returns (Since Inception)
8.54%
Category Average
8.27%
Rating
4
Allocation and Holdings
Asset class
Weightage
Unknown
59.53%
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4.5Overall rating
Scheme Information
Fund name
UTI Conservative Hybrid Fund Regluar Plan Growth
Minimum SIP
500
Risk Level
Moderately High risk
AUM
₹1665.27 Cr
ISIN
INF789F01893
Inception Date
Dec 16 2003
Standard Deviation
3.875
Beta
-
Sharpe Ratio
0.828
Benchmark
IISL Nifty 50 TR INR
Expense Ratio
1.810%
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
UTI Asset Management Co Ltd
Phone Number
+91-22-6678 6666Email Address
pms_care@uti.co.inCorporate Office Address
PMS Division, UTI - Tower, “Gn” Block, Bandra Kurla Complex, Mumbai- 400051Overall AUM
₹1665.27 Cr
Website
https://www.utiwms.com
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