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FAQ : UTI Conservative Hybrid Fund - Regular Plan - Growth

UTI Conservative Hybrid Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 0.58 8.08 7.86 7.13
Average Rolling Returns(%) 9.10 8.65 8.90 8.98

The Current NAV of UTI Conservative Hybrid Fund - Regular Plan - Growth is ₹69.21.

You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.

UTI Conservative Hybrid Fund - Regular Plan - Growth fund’s expense ratio is 1.83%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of UTI Conservative Hybrid Fund - Regular Plan - Growth is currently ₹1,617 Crores.

The Top three stocks are HDFC Bank, ICICI Bank and Bharti Airtel and account for 4% of its portfolio. Top 5 and 10 stocks of fund account for 6% and 10% of fund’s portfolio respectively.

Top three sectors of UTI Conservative Hybrid Fund - Regular Plan - Growth fund are Others, BFSI and Miscellaneous accounting for 85% of the total portfolio.

Since this is a Hybrid - Conservative Hybrid Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of UTI Conservative Hybrid Fund - Regular Plan - Growth Fund is Hybrid - Conservative Hybrid Fund.

Amit Premchandani and Jaydeep Bhowal manage the UTI Conservative Hybrid Fund - Regular Plan - Growth Fund.

UTI Conservative Hybrid Fund - Regular Plan - Growth current PE ratio is 25.90 and PB ratio is 3.71

The asset allocation of UTI Conservative Hybrid Fund - Regular Plan - Growth is Stocks : 23.10%, Debt : 76.68% and Gold : 0.55%

The minimum SIP amount for UTI Conservative Hybrid Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹5000.00

The exit load for UTI Conservative Hybrid Fund - Regular Plan - Growth is NIL upto 10% of units and 1% for remaining units on or before 12 months, NIL after 12 months

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