swaraj_finpro

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

Fund House:
UTI Mutual Fund
Category:
Hybrid: Conservative
Status:
Open Ended Schemes
Launch Date:
16-12-2003
ISIN Number:
INF789F01893
Minimum Investment:
5000
Minimum SIP:
500
Total Assets: (30-11-2024):
1649
Nav (20-12-2024)
66.4275
CAGR Since Inception:
9.42
Benchmark:
NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index
Expense Ratio (30-11-2024)::
1.81 %
Risko-Meter:
Moderately High
Exit Load:
Redemption/Switch out within 1 year from the date of allotment : (i) Upto 10% of the allotted Units - NIL (ii) Beyond 10% of the allotted Units- 1%. Redemption / Switch out after 1 year from the date of allotment ? NIL
Asset Class
Mixed Asset
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
UTI Conservative Hybrid Fund - Regular Plan - Growth Option 12.5 11.23 9.02 9.89 8.42
HSBC Conservative Hybrid Fund - Regular Growth 16.18 13.26 9.41 9.22 7.81
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth 12.87 12.73 11.1 0 0
Kotak Debt Hybrid - Growth 12.71 12.43 10.07 11.35 9.61
ICICI Prudential Regular Savings Fund - Plan - Growth 12.01 11.06 9.57 9.71 9.42
SBI Conservative Hybrid Fund - Regular Plan - Growth 11.99 11.42 9.62 11.1 9.25
DSP Regular Savings Fund- Regular Plan - Growth 11.46 11.2 9.03 8.65 7.09
Franklin India Debt Hybrid Fund - Growth 11.43 10.68 8.84 8.19 7.66
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option 11.11 9.77 7.89 9.24 8.09
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan 11.08 9.72 8.85 9.59 8.59
Fund Manager
Amit Kumar Premchandani, Jaydeep Bhowal:
Scheme Objective
Endeavors to make periodic income distribution to unit holders through investments in fixed income securities and equity & equity related instruments. :
Riskometer : Moderately High
Risko-meter
Return Analysis
Based On UTI Conservative Hybrid Fund - Regular Plan - Growth Option BSE India 10 Year Sovereign Bond Hybrid: Conservative
CAGR since inception 9.42% 6.42% 8.69%
1 Year 12.50% 7.26% 10.61%
3 Year 9.02% 5.86% 8.84%
5 Year 9.89% 6.93% 8.88%
10 Year 8.42% 7.43% 7.73%
Nav / Index Value as on2024-12-22 1,649.00% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Others 2.48
Debt 73.51
Mutual Funds 0.48
Equity 23.47
Company Holding
REC LIMITED 4.65
POWER FINANCE CORPORATION LTD. 4.64
LIC HOUSING FINANCE LIMITED 3.07
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT 3.04
HDFC BANK LIMITED 2.34
ICICI BANK LIMITED 1.38
INFOSYS LIMITED 1.27
BHARTI AIRTEL LIMITED 0.89
AXIS BANK LIMITED 0.76
TECH MAHINDRA LIMITED 0.73
FAQ's of UTI Conservative Hybrid Fund - Regular Plan - Growth Option
How do I use the SIP Calculator to calculate UTI Mutual Fund ?

To calculate the UTI Mutual Fund :

1. Visit https://www.swarajfinpro.com/Calculator-SIP

2. Put the monthly SIP amount.

3. Put the monthly expected returns.

4. Write down the time period of investment.

Now, you will be able to see the estimated returns.
You can also search for.
UTI Conservative Hybrid Fund - Regular Plan - Growth Option plan
UTI Conservative Hybrid Fund - Regular Plan - Growth Option nav
UTI Conservative Hybrid Fund - Regular Plan - Growth Option equity fund
UTI Conservative Hybrid Fund - Regular Plan - Growth Option schemes
UTI Conservative Hybrid Fund - Regular Plan - Growth Option returns
UTI Conservative Hybrid Fund - Regular Plan - Growth Option statement
UTI Conservative Hybrid Fund - Regular Plan - Growth Option