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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹1,681 Cr
Lock In Period
N/A
Expense Ratio
1.82
Benchmark
CRISIL Short Term Debt Hybrid 75+25 Fund Index
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.
Summary
Latest details for UTI Conservative Hybrid Fund Growth include a ₹69.7435 NAV as of Mar 06,2026 and returns since inception of 30.91%. Minimum investments start at SIP ₹500. The UTI Conservative Hybrid Fund Growth AUM is ₹1,681 Cr, with a lock-in of N/A years, expense ratio of 1.82%, and benchmark CRISIL Short Term Debt Hybrid 75+25 Fund Index. Exit load 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 growth review for 1M Month/Year, the fund recorded -0.46% returns, against a category average of -0.46% and a category best of 1.53%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.46 | -0.46 | 1.53 |
| 6M | 0.92 | 2.45 | 11.03 |
| 1Y | 6.46 | 6.60 | 14.16 |
| 3Y | 9.39 | 13.78 | 33.04 |
Portfolio Analysis
- Equity: 24.05%
- Debt: 75.66%
- Others
As on: 2026-01-31
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About Fund
UTI Conservative Hybrid Fund Growth managed by UTI Mutual Fund,is a Conservative Fundsscheme with Assets Under Management of ₹1,681 Crore. The fund benchmarks its performance against the CRISIL Short Term Debt Hybrid 75+25 Fund Index while maintaining an expense ratio of 1.82. 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundNippon India Conservative Hybrid Fund Growth | 2 | 944.65 CR | 1.87 |
| This FundAditya Birla Sun Life Regular Savings Fund Growth | 3 | 1545.9 CR | 1.83 |
| This FundUTI Conservative Hybrid Fund Growth | 2 | 1680.67 CR | 1.82 |
| This FundKotak Debt Hybrid Fund - Growth | 4 | 3024.17 CR | 1.66 |
| This FundICICI Prudential Regular Savings Fund Growth | 5 | 3355.14 CR | 1.72 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundNippon India Conservative Hybrid Fund Growth | 9.8726 | 30.3164 |
| This FundAditya Birla Sun Life Regular Savings Fund Growth | 9.0455 | 30.3528 |
| This FundUTI Conservative Hybrid Fund Growth | 6.4646 | 30.907 |
| This FundKotak Debt Hybrid Fund - Growth | 6.7853 | 32.5969 |
| This FundICICI Prudential Regular Savings Fund Growth | 8.0957 | 33.0361 |
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 1.82. 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 : -0.46%
- 6 Months : 0.92%
- 1 Year : 6.46%
- 3 Years : 9.39%
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 ₹1,681 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.
Min Inv Amount: ₹500