UTI Conservative Hybrid Fund Growth Return

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This Fund:
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Showing Funds Performance since Sep 07, 2020

UTI Conservative Hybrid Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

1,652 Cr

Lock In Period

N/A

Expense Ratio

1.96

Exit Load

Redemption within 1 year from the date of allotment -(i) upto 10% of the allotted units - Nil(ii) Beyond 10% of the allotted units - 1.00%Redemption after 1 year from the date of allotment: - Nil.

Benchmark

CRISIL Short Term Debt Hybrid 75+25 Fund Index

Summary

UTI Conservative Hybrid Fund Growth NAV is ₹69.0733 as of 5 Jun, 2026. UTI Conservative Hybrid Fund Growth has delivered 24.63% returns since its launch. The minimum SIP investment amount in UTI Conservative Hybrid Fund Growth is ₹500. The AUM of UTI Conservative Hybrid Fund Growth is ₹1,652 Cr. The expense ratio of the fund is 1.96%, and its benchmark is CRISIL Short Term Debt Hybrid 75+25 Fund Index. The current exit load of the fund is Redemption within 1 year from the date of allotment -(i) upto 10% of the allotted units - Nil(ii) Beyond 10% of the allotted units - 1.00%Redemption after 1 year from the date of allotment: - Nil.. In the last 1M months, UTI Conservative Hybrid Fund Growth has delivered -0.35% returns.

UTI Conservative Hybrid Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.350.301.53
6M-2.001.6711.03
1Y-0.324.9614.16
3Y7.6215.1029.62

Portfolio Analysis

  • Equity: 24.40%
  • Debt: 75.30%
  • Others
As on: 2026-04-30
View allocation % by

1. HDFC BANK LIMITED2.11%
2. ICICI BANK LTD1.45%
3. AXIS BANK LTD.0.96%
4. KOTAK MAHINDRA BANK LTD.0.93%
5. INDUSIND BANK0.39%
6. FEDERAL BANK LTD.0.30%

1. INFOSYS LTD.0.82%
2. TECH MAHINDRA LTD.0.61%
3. MPHASIS LTD0.45%
4. HCL TECHNOLOGIES LTD.0.04%

1. GLENMARK PHARMACEUTICALS LTD.0.43%
2. CIPLA LTD.0.39%
3. SUN PHARMACEUTICALS INDUSTRIES0.36%
4. ORCHID PHARMA LTD.0.25%

1. MAHINDRA & MAHINDRA LTD.0.76%
2. MARUTI SUZUKI INDIA LTD.0.57%

1. STATE BANK OF INDIA0.91%
2. BANK OF BARODA0.22%

1. BHARTI AIRTEL LTD.1.08%

About Fund UTI Conservative Hybrid Fund Growth

UTI Conservative Hybrid Fund Growth managed by UTI Mutual Fund,is a Conservative Fundsscheme with Assets Under Management of ₹1,652 Crore. The fund benchmarks its performance against the CRISIL Short Term Debt Hybrid 75+25 Fund Index while maintaining an expense ratio of 1.96. Under the expert guidance of Amit Premchandani ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Amit Premchandani

Mr. Amit Premchandani holds PGDM from IIM Indore and CFA charter from CFA Institute, USA. He has completed CA from ICAI. He graduated in Bachelor of Commerce in 2001 from Heramba Chandra College, Kolkata. He began his career in April 2003, after completing his CA, he joined Peerless Finance as a research analyst in the equity team. Post MBA, he joined JP Morgan in 2006, where he covered the Banking/Financial sector initially in the Global Research Centre and later moved to cover Indian Financials in JP Morgan, India. In April 2008, he joined Deutsche Securities in the role of an Associate Analyst covering Financials.

Peer Comparison

Fund Name1Y3Y
This FundIndiabulls Savings Income Fund Growth14.160822.4475
This FundBaroda BNP Paribas Conservative Hybrid Fund Growth1.977223.4772
This FundUTI Conservative Hybrid Fund Growth-0.317224.6313
This FundBaroda Conservative Hybrid Fund Growth3.44429.577
This FundICICI Prudential Regular Savings Fund Growth3.559329.6155

UTI Conservative Hybrid Fund Growth FAQs

UTI Conservative Hybrid Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of UTI Conservative Hybrid Fund Growth is 1.96. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI Conservative Hybrid Fund Growth’s fund performance is as follows:
  • 1 Month : -0.35%
  • 6 Months : -2.00%
  • 1 Year : -0.32%
  • 3 Years : 7.62%
Returns of UTI Conservative Hybrid Fund Growth are updated daily based on NAV of ₹ 69.0733 as on Jun 03,2026. Since inception, the return has been 24.63%.

You can invest in UTI Conservative Hybrid Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of UTI Conservative Hybrid Fund Growth is ₹1,652 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in UTI Conservative Hybrid Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.