INF789F01893

CASPeR Ranking #73

UTI Conservative Hybrid Fund Regluar Plan Growth

Moderately High risk Conservative Allocation Allocation

NAV (Thu Oct 17 2024)

₹67

Returns (Since Inception)

8.64%

Category Average

8.50%

Rating

4

Allocation and Holdings

Asset class

Weightage

Unknown

59.53%

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Overall rating

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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

1.800%


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

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