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UTI Conservative Hybrid Fund - Regular Plan - Monthly IDCW
- Hybrid
- Conservative
- Moderately High
-
₹16.96
(0.01%)
Current NAV 12-03-2025
-
2.36%
Returns
-
Min. SIP ₹500
Min. Investment ₹25000
Fund Suitability Test
Returns (NAV as on 12-Mar-2025)
Track investment returns to meet financial goals.
| This Fund | Category Avg. | Benchmark | |
|---|---|---|---|
| 1W | 0.16% | 9.141% | 0.15% |
| 1M | -1.07% | 7.527% | 0% |
| 3M | -3.44% | -1.99% | 2.41% |
| 6M | -4.03% | 10.411% | 0% |
| 1Y | 2.36% | 16.865% | 0% |
| 2Y | 4.81% | 10.399% | 0% |
| 3Y | 2.53% | 8.31% | 0% |
| 5Y | 4.77% | 8.808% | 0% |
| ALL | 2.54% | 7.084% | 0% |
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Risk Analysis
| Standard Dev | Sharpe | Beta | Alpha | |
|---|---|---|---|---|
| Fund | 4.16% | 0.45% | 1.16% | 0.75% |
| Category | 4.41% | 0.36% | 0.36% | 0.36% |
Riskometer
Investors understand that their principal will be at Moderately High risk
Comparison Of UTI Conservative Hybrid Fund - Regular Plan - Monthly IDCW
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SBI Arbitrage Opportunities Fund - Regular Plan - Gr
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Nippon India Arbitrage Fund - Growth Plan - Growth Option
3Y Returns6.39% (p.a.)
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Start SIPPortfolio Summary (as on 28-Feb-2025)
An insight into your portfolio composition.
Equity21.29% Debt74.81% Others3.90%
Equity Market Cap
Top 5 Sectors of Equity
Financial Services 7%
Consumer Cyclical 3%
Technology 2%
Basic Materials 2%
Healthcare 2%
Top 5 Companies of Equity
HDFC Bank Ltd 2%
ICICI Bank Ltd 1%
Infosys Ltd 1%
Bharti Airtel Ltd 1%
Kotak Mahindra Bank Ltd 1%
Debt Market Cap
Top 5 Sectors of Debt
75%
Top 5 Companies of Debt
7.1% Govt Stock 2034 19%
6.79% Govt Stock 2034 9%
7.18% Govt Stock 2033 5%
Rural Electrification Corporation Limited 5%
Power Finance Corporation Ltd. 5%
Others Market Cap
Top 5 Sectors of Others
4%
Top 5 Companies of Others
Net Current Assets 3%
CORPORATE DEBT MARKET DEVT FUND - A2 UNITS 0%
UTI Nifty 10 yr Benchmark G-Sec ETF 0%
UTI Nifty 5 Yr Benchmark G-Sec ETF 0%
Clearing Corporation Of India Ltd. Std - Margin 0%
Check out the favourite sectors and companies of this fund
Detail Portfolio AnalysisAlternative Fund Category Peer View
Check out the other Mutual Funds in this category
More Funds From UTI Mutual Fund
| Scheme Name | 1M | 3M | 6M | 1Y | 5Y | |
|---|---|---|---|---|---|---|
| UTI Healthcare Fund - Regular Plan - Growth Option | -3.02% | -11.17% | -11.61% | 16.62% | 26.16% | |
| UTI Value Fund- Regular Plan - Growth Option | -3.74% | -12.1% | -13.69% | 10.18% | 22.68% | |
| UTI Small Cap Fund - Regular Plan - Growth Option | -7.13% | -20.07% | -18.2% | 9.06% | 0% | |
| UTI Conservative Hybrid Fund - Regular Plan - Growth Option | -0.6% | -2.08% | -1.35% | 8.23% | 11.37% | |
| UTI-Dividend Yield Fund.-Growth | -3.59% | -12.36% | -15.4% | 8.16% | 24% | |
| UTI Large & Mid Cap Fund - Regular Plan - Growth Option | -3.58% | -13.52% | -14.9% | 8.04% | 26.38% | |
| UTI Flexi Cap Fund - Growth Option | -4.57% | -12.55% | -13.78% | 7.88% | 16.36% | |
| UTI Credit Risk Fund - Regular Plan - Growth Option | 0.5% | 1.54% | 3.39% | 7.71% | 7.26% |
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Chat with usFrequently Asked Questions
What is the current NAV of UTI Conservative Hybrid Fund - Regular Plan - Monthly IDCW?
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 IDCW as of 12-03-2025 is 16.9613.
What is the benchmark of UTI Conservative Hybrid Fund - Regular Plan - Monthly IDCW?
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 IDCW 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 IDCW?
The fund's top 5 sectors holdings are Financial Services, Consumer Cyclical, Technology, Basic Materials, Healthcare, ,
How can I redeem my investments in UTI Conservative Hybrid Fund - Regular Plan - Monthly IDCW?
Redeeming your investments in UTI Conservative Hybrid Fund - Regular Plan - Monthly IDCW 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 IDCW?
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 IDCW?
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 IDCW is Rs 1632.94 Crs. Crs.
Should I invest in UTI Conservative Hybrid Fund - Regular Plan - Monthly IDCW?
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 IDCWs?
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.
