UTI Conservative Hybrid Fund - Regular Plan - Monthly Payment Option
- Hybrid
- Conservative
- Moderately High
-
₹66.52
(-0.02%)
Current NAV 26-12-2024
-
12.19%
Returns
-
Min. SIP ₹500
Min. Investment ₹25000
Returns (NAV as on 24-Dec-2024)
Track investment returns to meet financial goals.
This Fund | Category Avg. | Benchmark | |
---|---|---|---|
1W | -0.8% | -0.61% | 0.15% |
1M | 0.39% | 0.55% | 1.91% |
3M | -1.23% | -0.39% | 2.41% |
6M | 3.98% | 3.47% | 5.76% |
1Y | 12.19% | 10.37% | 7.26% |
2Y | 11.72% | 10.56% | 8.98% |
3Y | 8.88% | 8.71% | 5.86% |
5Y | 9.88% | 8.9% | 6.93% |
ALL | 9.55% | 8.69% | 6.42% |
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To know your eligibility for Mutual Fund InvestmentRisk Analysis
Helps you understand the fund’s risk levels.
Standard Dev | Sharpe | Beta | Alpha | |
---|---|---|---|---|
Fund | 4.21% | 0.97% | 0.67% | 1.75% |
Category | 0% | 0% | 0% | 0% |
Riskometer
Investors understand that their principal will be at Moderately High risk
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Chat on WhatsAppComparison Of UTI Conservative Hybrid Fund - Regular Plan - Monthly Payment Option
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Start SIPPortfolio Summary (as on 31-May-2024)
An insight into your portfolio composition.
Equity24.87% Debt71.42% Others3.46%
Equity Market Cap
Top 5 Sectors of Equity
Financial 7.31%
Healthcare 2.34%
Technology 2.33%
Automobile 1.97%
Energy 1.74%
Top 5 Companies of Equity
HDFC Bank Ltd. 2.36%
ICICI Bank Ltd. 1.41%
Infosys Ltd. 1.15%
Bharti Airtel Ltd. 1.02%
Axis Bank Ltd. 0.98%
Debt Market Cap
Top 5 Sectors of Debt
Financial 36.72%
Sovereign 30.82%
Capital Goods 2.27%
Construction 1.58%
Others 0.03%
Top 5 Companies of Debt
7.18% GOI 14/08/2033 14.01%
7.18% GOI 24/07/2037 12.71%
7.62% National Bank For Agriculture & Rural Development 31/01/2028 6.28%
7.69% REC Ltd. 31/03/2033 4.79%
7.64% Power Finance Corporation Ltd. 22/02/2033 4.77%
Others Market Cap
Top 5 Sectors of Others
Others 3.46%
Top 5 Companies of Others
Others 3.46%
Check out the favourite sectors and companies of this fund
Detail Portfolio AnalysisAlternative Fund Category Peer View
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More Funds From UTI Mutual Fund
Scheme Name | 1M | 3M | 6M | 1Y | 5Y | |
---|---|---|---|---|---|---|
UTI Healthcare Fund - Regular Plan - Growth Option | 1.8% | -0.35% | 22.45% | 42.38% | 27.6% | |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option | 1.28% | -10.39% | -3.92% | 32.34% | 19.29% | |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option | 1.32% | -6.22% | 5.4% | 30.21% | 23.5% | |
UTI Small Cap Fund - Regular Plan - Growth Option | 4.36% | -1.49% | 10.27% | 27.57% | 0% | |
UTI-Dividend Yield Fund.-Growth | -1.29% | -8.35% | 3.61% | 27.21% | 21.52% | |
UTI Value Fund- Regular Plan - Growth Option | -0.71% | -7.74% | 4.08% | 26.23% | 20.55% | |
UTI Nifty 500 Value 50 Index Fund - Regular Plan - Growth Option | -1.26% | -9.18% | -6.5% | 25.28% | 0% | |
UTI Mid Cap Fund-Growth Option | 1.94% | -6.75% | 2.58% | 24.6% | 25.07% | |
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | -0.39% | -11.67% | -6.63% | 23.9% | 0% |
Frequently Asked Questions
What is the current NAV of UTI Conservative Hybrid Fund - Regular Plan - Monthly Payment Option?
Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of UTI Conservative Hybrid Fund - Regular Plan - Monthly Payment Option as of 26-12-2024 is 66.5231.
What is the benchmark of UTI Conservative Hybrid Fund - Regular Plan - Monthly Payment Option?
UTI performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.
Is UTI Conservative Hybrid Fund - Regular Plan - Monthly Payment Option a safe fund to invest?
Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.
What are the top 5 holdings of UTI Conservative Hybrid Fund - Regular Plan - Monthly Payment Option?
The fund's top 5 sectors holdings are Financial, Healthcare, Technology, Automobile, Energy, Financial, Sovereign, Capital Goods, Construction, Others, Others
How can I redeem my investments in UTI Conservative Hybrid Fund - Regular Plan - Monthly Payment Option?
Redeeming your investments in UTI Conservative Hybrid Fund - Regular Plan - Monthly Payment Option is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.
Who manages this fund, and what is their expertise?
Amit Kumar Premchandani, Jaydeep Bhowal, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.
What is the expense ratio of UTI Conservative Hybrid Fund - Regular Plan - Monthly Payment Option?
The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.
What is the AUM or size of UTI Conservative Hybrid Fund - Regular Plan - Monthly Payment Option?
AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of UTI Conservative Hybrid Fund - Regular Plan - Monthly Payment Option is Rs 1645.46 Crs. Crs.
Should I invest in UTI Conservative Hybrid Fund - Regular Plan - Monthly Payment Option?
This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.
How to start online SIP in UTI Conservative Hybrid Fund - Regular Plan - Monthly Payment Options?
MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.
Is there any brokerage/advisory fees on Mutual Fund SIP transactions?
At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.
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