UTI Conservative Hybrid Fund - Direct - Growth
Hybrid Schemes by UTI Asset Mgmt. Co. Ltd.
3Y Returns (CAGR)
7.78%
Expense Ratio
1.29%
as of 03/08/2026
AUM
₹130.37 Cr
Qtr End: Jun 26
NAV
₹76.969
as of 02/09/2026
3Y Returns (CAGR)
7.78%
Expense Ratio
1.29%
as of 03/08/2026
AUM
₹130.37 Cr
Qtr End: Jun 26
NAV
₹76.969
as of 02/09/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 2.12% | 8.76% | 3.59% |
| 6M | 1.58% | 3.19% | 5.19% |
| 1Y | 2.32% | 2.32% | 4.24% |
| 3Y | 25.19% | 7.78% | 3.92% |
| 5Y | 40.75% | 7.08% | 3.89% |
Scheme Details
- Launch Date
- 01/12/2003
- Fund Age
- 22.7 years
- Minimum Investment
- ₹10,000
- Fund House
- UTI Mutual Fund
- Category
- Hybrid Scheme
- Sub-category
- Conservative Hybrid Fund (Hybrid Scheme)
Similar Funds
Top funds in the same category and sub-category.
Nippon India Conservative Hybrid Fund (Existing number of Segregated Portfolios - 1) - Direct - Growth
3Y CAGR8.61%
TER1.00%
AUM₹256.42 Cr
ICICI Prudential Conservative Hybrid Fund - Direct - Growth
3Y CAGR8.82%
TER1.72%
AUM₹811.6 Cr
Parag Parikh Conservative Hybrid Fund - Direct - Growth
3Y CAGR9.23%
TER0.31%
AUM₹2,540.26 Cr
SBI CONSERVATIVE HYBRID FUND - Direct - Growth
3Y CAGR8.36%
TER0.98%
AUM₹1,373.16 Cr
BARODA BNP PARIBAS CONSERVATIVE HYBRID FUND - Direct - Growth
3Y CAGR8.56%
TER0.60%
AUM₹11.22 Cr
DSP Conservative Hybrid Fund - Direct - Growth
3Y CAGR8.67%
TER1.25%
AUM₹25.69 Cr
BANDHAN CONSERVATIVE HYBRID FUND - Direct - Growth
3Y CAGR7.32%
TER0.95%
AUM₹14.89 Cr