UTI Conservative Hybrid Fund - Direct - Growth
A Hybrid Scheme by UTI Asset Mgmt. Co. Ltd.
3Y Returns (CAGR)
9.07%
Expense Ratio
1.33%
as of 02/04/2026
AUM
₹133.62 Cr
Qtr End: Dec 25
NAV
₹75.707
as of 17/04/2026
3Y Returns (CAGR)
9.07%
Expense Ratio
1.33%
as of 02/04/2026
AUM
₹133.62 Cr
Qtr End: Dec 25
NAV
₹75.707
as of 17/04/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -0.53% | -2.11% | 6.59% |
| 6M | -0.78% | -1.56% | 4.83% |
| 1Y | 2.12% | 2.12% | 4.01% |
| 3Y | 29.77% | 9.07% | 3.74% |
| 5Y | 54.19% | 9.05% | 3.88% |
Scheme Details
- Launch Date
- 01/12/2003
- Fund Age
- 22.4 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.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| Nippon India Conservative Hybrid Fund (Existing number of Segregated Portfolios - 1) - Direct - Growth | 8.94% | 1.01% | ₹238.6 |
| Parag Parikh Conservative Hybrid Fund - Direct - Growth | 10.67% | 0.34% | ₹2,374.57 |
| BARODA BNP PARIBAS CONSERVATIVE HYBRID FUND - Direct - Growth | 9.40% | 0.51% | ₹11.79 |
| SBI CONSERVATIVE HYBRID FUND - Direct - Growth | 9.82% | 1.04% | ₹1,304.99 |
| Axis Conservative Hybrid Fund - Direct - Growth | 7.73% | 1.17% | ₹14.6 |
| Franklin India Conservative Hybrid Fund - Direct - Growth | 9.16% | 0.68% | ₹20.21 |
| Canara Robeco Conservative Hybrid Fund - Direct - Growth | 8.40% | 0.65% | ₹287.85 |