AC
Amandeep ChopraFund Manager Since 14 Dec 2006
AllocationConservative Allocation
UTI Conservative Hybrid Fund Regluar Plan Growth
3Y Annualised
9.11%
0.08% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.63%
0.08% 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
7 years 11 months
NIFTY 50
6 years 2 months
FD
9 years 7 months
Fund info
Fund size
₹1609.65 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
HSBC Conservative Hybrid Fund Growth Direct Plan
3.52%
4th
HSBC Conservative Hybrid Fund Growth
3.46%
5th
Kotak Debt Hybrid Direct Quarterly Payout of Income Distribution cum Cap Wdrl
3.38%
75th
UTI Conservative Hybrid Fund Regluar Plan Growth
2.63%
Fund Managers
AP
Amit PremchandaniFund Manager Since 8 Jan 2022
About UTI Conservative Hybrid Fund Regluar Plan Growth
UTI Conservative Hybrid Fund Regluar Plan Growth is a Allocation mutual fund scheme from UTI Asset Management Co Ltd. This fund has been in existence for 21 years, having been launched on 2003-12-16. UTI Conservative Hybrid Fund Regluar Plan Growth has ₹1609.65 Cr worth of assets under management (AUM) as of Sun Mar 30 2025. The latest Net Asset Value (NAV) of UTI Conservative Hybrid Fund Regluar Plan Growth as of Fri Mar 28 2025 is ₹67.1452. The fund has an expense ratio of 1.81%, which is medium comparable to most other Allocation funds.
UTI Conservative Hybrid Fund Regluar Plan Growth returns for the last 1 year are 10.22%. Since launch, it has delivered 9.36% average annual returns.
The UTI Conservative Hybrid Fund Regluar Plan Growth has the majority of its money invested in null sectors.
Top 5 Holdings of UTI Conservative Hybrid Fund Regluar Plan Growth.
- 7.1% Govt Stock 2034: 19.04%
- 6.79% Govt Stock 2034: 9.36%
- 7.18% Govt Stock 2033: 4.77%
- Rural Electrification Corporation Limited: 4.74%
- Power Finance Corporation Ltd.: 4.72%
AMC Information
| Name | UTI Asset Management Co Ltd |
|---|---|
| Founding Date | 2003-12-16 |
| 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 Regluar Plan Growth
| 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
9.11%
expense ratio
1.81%
fund size
₹1609.65 Cr
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FAQs
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