UTI Conservative Hybrid Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
UTI Conservative Hybrid Fund Growth Fund Overview
SIP ₹500 & Lump. ₹5000
₹1,646 Cr
N/A
1.85
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.
CRISIL Short Term Debt Hybrid 75+25 Fund Index
UTI Conservative Hybrid Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -1.68 | -1.00 | 1.53 |
| 6M | 3.05 | 2.92 | 11.03 |
| 1Y | 0.18 | 3.57 | 14.16 |
| 3Y | 6.70 | 11.23 | 29.58 |
Portfolio Analysis
- Equity: 24.61%
- Debt: 75.08%
- Others
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 ₹1,646 Crore. The fund benchmarks its performance against the CRISIL Short Term Debt Hybrid 75+25 Fund Index while maintaining an expense ratio of 1.85. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| HDFC Conservative Hybrid Fund - Growth | 4 | 3,155 CR | 1.69 |
| Baroda BNP Paribas Conservative Hybrid Fund Growth | 1 | 931 CR | 2.11 |
| UTI Conservative Hybrid Fund Growth | 2 | 1,646 CR | 1.85 |
| Parag Parikh Conservative Hybrid Fund Growth | 5 | 3,480 CR | 0.66 |
| Baroda Conservative Hybrid Fund Growth | 0 | 29 CR | 2.13 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHDFC Conservative Hybrid Fund - Growth | 0.2387 | 20.1266 |
| This FundBaroda BNP Paribas Conservative Hybrid Fund Growth | 2.9268 | 21.3979 |
| This FundUTI Conservative Hybrid Fund Growth | 0.1776 | 21.4847 |
| This FundParag Parikh Conservative Hybrid Fund Growth | 3.1791 | 28.3247 |
| This FundBaroda Conservative Hybrid Fund Growth | 3.444 | 29.577 |
UTI Conservative Hybrid Fund Growth FAQs
- 1 Month : -1.68%
- 6 Months : 3.05%
- 1 Year : 0.18%
- 3 Years : 6.70%
