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Fund Overview of UTI Conservative Hybrid Fund Regular Plan-growth
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₹1,641.1 CrAUM
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₹70.60NAV
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1.87%Expense Ratio
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HybridFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of UTI Conservative Hybrid Fund Regular Plan-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 3.09% | NA | 0.55% |
| 6 Months | 0.06% | NA | 5.55% |
| 1 Year | 1.63% | 1.63% | 5.63% |
| 2 Years | 10.21% | 4.98% | 10.55% |
| 3 Years | 27.05% | 8.31% | 10.07% |
| 5 Years | 47.79% | 8.13% | 10.06% |
| 7 Years | 74.00% | 8.23% | NA |
| 10 Years | 112.58% | 7.83% | 8.75% |
Asset Allocation
equities
24.09%debt instruments
73.23%other assets or cash equivalents
2.68%UTI Conservative Hybrid Fund Regular Plan-growth is one Hybrid mutual fund offered by UTI Mutual Fund. Launched on 16 Dec 2003, the fund aims Long-term capital appreciation and regular income over medium-term. Investment in equity instruments (maximum-25%) and fixed income securities (debt and money
market securities). It manages assets worth ₹1,641.1 crore as on Sun May 31, 2026. The expense ratio stands at 1.87%. Fund Manager Manager Education Fund Manager Manager EducationAbout UTI Conservative Hybrid Fund Regular Plan-growth
The portfolio allocation consists of 24.09% in equities, 73.23% in debt instruments, 2.68% in other assets or cash equivalents.Managed by Amit Kumar Premchandani, it has delivered a return of 1.63% in the last year, a total return since inception of 9.06%.
When exploring investment options savvy investors also look at best sip plans based on performance consistency.
Key Metrics of UTI Conservative Hybrid Fund Regular Plan-growth
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Standard Deviation4.74%
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Sharpe Ratio0.36%
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Beta1.36%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
SBI Children's Fund - Savings Plan Direct-growth  |
₹139 | 3.37% | 6.52% | 7.67% | 12.40% | 11.44% |
| SBI Children's Fund - Savings Plan Regular-growth |
₹139 | 3.34% | 6.42% | 7.27% | 12.00% | 11.03% |
| Bank Of India Conservative Hybrid Fund Direct-growth |
₹64 | 0.73% | 2.41% | 3.29% | 7.62% | 10.41% |
| Bank Of India Conservative Hybrid Fund Direct-idcw Monthly |
₹64 | 0.73% | 2.41% | 3.29% | 7.62% | 10.41% |
| Bank Of India Conservative Hybrid Fund Direct-idcw Quarterly |
₹64 | 0.73% | 2.41% | 3.29% | 7.62% | 10.41% |
| Bank Of India Conservative Hybrid Fund Direct-idcw Yearly |
₹64 | 0.73% | 2.41% | 3.29% | 7.62% | 10.41% |
| Parag Parikh Conservative Hybrid Fund Direct-growth |
₹3,345 | 1.64% | 2.20% | 5.02% | 10.94% | 9.76% |
| Parag Parikh Conservative Hybrid Fund Direct-idcw Monthly |
₹3,345 | 1.64% | 2.20% | 5.02% | 10.94% | 9.76% |
| Bank Of India Conservative Hybrid Fund Regular-growth |
₹64 | 0.64% | 2.15% | 2.38% | 6.73% | 9.65% |
| Bank Of India Conservative Hybrid Fund Regular-idcw Monthly |
₹64 | 0.64% | 2.15% | 2.38% | 6.73% | 9.65% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from UTI Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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UTI Conservative Hybrid Fund Regular Plan-flexi Idcw
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₹1,641 | 1.82% | 3.09% | 0.06% | 1.63% | 8.31% |
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UTI Conservative Hybrid Fund Direct-flexi Idcw
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₹1,641 | 1.87% | 3.24% | 0.34% | 2.21% | 8.96% |
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UTI Conservative Hybrid Fund Direct-growth
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₹1,641 | 1.87% | 3.24% | 0.34% | 2.21% | 8.96% |
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UTI Conservative Hybrid Fund Direct-idcw Monthly
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₹1,641 | 1.87% | 3.24% | 0.34% | 2.21% | 8.96% |
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UTI Conservative Hybrid Fund Regular Plan-idcw Monthly
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₹1,641 | 1.82% | 3.09% | 0.06% | 1.63% | 8.31% |
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UTI Conservative Hybrid Fund Regular Plan-monthly Payment
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₹1,641 | 1.82% | 3.09% | 0.06% | 1.63% | 8.31% |
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UTI Conservative Hybrid Fund Direct-monthly Payment
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₹1,641 | 1.87% | 3.24% | 0.34% | 2.21% | 8.96% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| SBI Conservative Hybrid Fund-growth |
₹9,793 | ₹76.24 | 9.00% | 8.83% | 8.76% |
| SBI Conservative Hybrid Fund Direct-growth |
₹9,793 | ₹83.66 | 9.53% | 9.39% | 9.47% |
| SBI Conservative Hybrid Fund-idcw Monthly |
₹9,793 | ₹21.41 | 9.00% | 8.83% | 8.76% |
| SBI Conservative Hybrid Fund Direct-idcw Monthly |
₹9,793 | ₹28.07 | 9.53% | 9.39% | 9.47% |
| SBI Conservative Hybrid Fund-idcw Quarterly |
₹9,793 | ₹21.99 | 9.00% | 8.83% | 8.76% |
| SBI Conservative Hybrid Fund Direct-idcw Quarterly |
₹9,793 | ₹25.56 | 9.53% | 9.39% | 9.47% |
| SBI Conservative Hybrid Fund Direct-idcw Yearly |
₹9,793 | ₹33.36 | 9.53% | 9.39% | 9.47% |
| SBI Conservative Hybrid Fund-idcw Yearly |
₹9,793 | ₹26.89 | 9.00% | 8.83% | 8.76% |
| Parag Parikh Conservative Hybrid Fund Regular-growth |
₹3,345 | ₹15.77 | 10.60% | 9.43% | - |
| Parag Parikh Conservative Hybrid Fund Direct-growth |
₹3,345 | ₹16.01 | 10.94% | 9.76% | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100 | Entities | 15.26% | ₹260.56 Cr |
| Government Of India 35031 Goi 07ot34 6.79 Fv Rs 100 | Entities | 10.63% | ₹181.47 Cr |
| Government Of India 35031 Goi 07ot34 6.79 Fv Rs 100 | Entities | 9.01% | ₹154.06 Cr |
| Government Of India 35031 Goi 07ot34 6.79 Fv Rs 100 | Entities | 9.01% | ₹154.06 Cr |
| Government Of India 35031 Goi 07ot34 6.79 Fv Rs 100 | Entities | 9.08% | ₹153.50 Cr |
| Government Of India 35031 Goi 07ot34 6.79 Fv Rs 100 | Entities | - | — |
| Government Of India 36574 Goi 06ot35 6.48 Fv Rs 100 | Entities | 8.97% | ₹150.82 Cr |
| Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100 | Entities | 6.09% | ₹102.92 Cr |
| Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100 | Entities | - | — |
| Government Of India 36574 Goi 06ot35 6.48 Fv Rs 100 | Entities | 5.97% | ₹102.08 Cr |
| Government Of India 36574 Goi 06ot35 6.48 Fv Rs 100 | Entities | 5.97% | ₹102.08 Cr |
| Government Of India 35943 Goi 05my35 6.33 Fv Rs 100 | Entities | 5.79% | ₹98.51 Cr |
| Government Of India 35943 Goi 05my35 6.33 Fv Rs 100 | Entities | 5.52% | ₹93.38 Cr |
| Government Of India 35943 Goi 05my35 6.33 Fv Rs 100 | Entities | - | — |
| Government Of India 35031 Goi 07ot34 6.79 Fv Rs 100 | Entities | 5.48% | ₹93.24 Cr |
| Government Of India 35031 Goi 07ot34 6.79 Fv Rs 100 | Entities | 5.45% | ₹92.82 Cr |
| Government Of India 35031 Goi 07ot34 6.79 Fv Rs 100 | Entities | 5.49% | ₹92.32 Cr |
| Government Of India 36574 Goi 06ot35 6.48 Fv Rs 100 | Entities | 5.40% | ₹91.84 Cr |
| Government Of India 36574 Goi 06ot35 6.48 Fv Rs 100 | Entities | 5.36% | ₹91.21 Cr |
| Power Finance Corporation Ltd. Sr 223 7.64 Bd 22fb33 Fvrs1lac | Financial | 4.55% | ₹77.72 Cr |
Top Hybrid Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| SBI Children's Fund - Savings Plan Direct-growth |
₹128.14 | 12.40% | 11.44% | - |
| SBI Children's Fund - Savings Plan Regular-growth |
₹117.14 | 12.00% | 11.03% | - |
| Bank Of India Conservative Hybrid Fund Direct-growth |
₹37.84 | 7.62% | 10.41% | - |
| Bank Of India Conservative Hybrid Fund Direct-idcw Monthly |
₹16.86 | 7.62% | 10.41% | - |
| Bank Of India Conservative Hybrid Fund Direct-idcw Quarterly |
₹18.59 | 7.62% | 10.41% | - |
| Bank Of India Conservative Hybrid Fund Direct-idcw Yearly |
₹17.24 | 7.62% | 10.41% | - |
| Parag Parikh Conservative Hybrid Fund Direct-growth |
₹16.01 | 10.94% | 9.76% | - |
| Parag Parikh Conservative Hybrid Fund Direct-idcw Monthly |
₹11.01 | 10.94% | 9.76% | - |
| Bank Of India Conservative Hybrid Fund Regular-growth |
₹35.06 | 6.73% | 9.65% | - |
| Bank Of India Conservative Hybrid Fund Regular-idcw Monthly |
₹18.05 | 6.73% | 9.65% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
UTI Conservative Hybrid Fund Regular Plan-growth
What is the current AUM of UTI Conservative Hybrid Fund Regular Plan-growth?
As of Sun May 31, 2026, UTI Conservative Hybrid Fund Regular Plan-growth manages assets worth ₹1,641.1 crore
How has UTI Conservative Hybrid Fund Regular Plan-growth performed recently?
- 3 Months: 3.09%
- 6 Months: 0.06%
What is the long-term performance of UTI Conservative Hybrid Fund Regular Plan-growth?
- 3 Years CAGR: 8.31%
- 5 Years CAGR: 8.13%
- Since Inception: 9.06%
What is the portfolio composition of UTI Conservative Hybrid Fund Regular Plan-growth?
Equity: 24.09%, Debt: 73.23%, Others: 2.68%.
Who manages UTI Conservative Hybrid Fund Regular Plan-growth?
UTI Conservative Hybrid Fund Regular Plan-growth is managed by Amit Kumar Premchandani from UTI Mutual Fund.
What is the market-cap allocation of UTI Conservative Hybrid Fund Regular Plan-growth?
Large Cap: 63.44%, Mid Cap: 20.13%, Small Cap: 16.43%.
Which are the top companies UTI Conservative Hybrid Fund Regular Plan-growth has invested in?
- GOVERNMENT OF INDIA 34208 GOI 08AP34 7.1 FV RS 100 – 15.26% of the fund's portfolio
- GOVERNMENT OF INDIA 35031 GOI 07OT34 6.79 FV RS 100 – 10.63% of the fund's portfolio
- GOVERNMENT OF INDIA 35031 GOI 07OT34 6.79 FV RS 100 – 9.01% of the fund's portfolio
- GOVERNMENT OF INDIA 35031 GOI 07OT34 6.79 FV RS 100 – 9.01% of the fund's portfolio
- GOVERNMENT OF INDIA 35031 GOI 07OT34 6.79 FV RS 100 – 9.08% of the fund's portfolio
Which are the major sectors UTI Conservative Hybrid Fund Regular Plan-growth focuses on?
- Entities – 121.49% of the fund's portfolio
- Financial – 4.55% of the fund's portfolio
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