Hybrid | Conservative Hybrid Fund
3Y Returns
10.35%
Min SIP
₹500
Min Lumpsum
₹5000
Expense Ratio
1.2%
Fund Size
₹1586 Cr
Inception Date
01-Jan-13
Fund Manager
Amit Premchandani
Exit Load
NIL upto 10% of units and 1% for remaining units on or before 12M, NIL after 12M.
Interest Rate Sensitivity
Market Risk / Risk Taken Compared to Benchmark
Fund Size
SIP Returns
Risk Adjusted Returns
Portfolio Credit Quality
Extra Returns Over Benchmark
Returns Consistency
Performance Against Inflation
Overall Fund Zi Tag
Asset Allocation
Equity
24.69%
Debt & Others
75.31%
Market Cap Allocation
Large Cap
16.54%
Mid Cap
3.63%
Small Cap
4.52%
Other Cap
75.31%
Investment Objective
The Primary Objective Of The Scheme Is To Invest Predominantly In Debt And Money Market Instruments And Part Of The Portfolio Into Equity/Equity Related Securities With A View To Generating Income And Aim For Capital Appreciation. However, There Can Be No Assurance Or Guarantee That The Investment Objective Of The Scheme Would Be Achieved.
Fund House Detail
AMC Name
UTI Asset Management Company Private Limited
Scheme Document
https://www.utimf.com/forms-and-downloads/Address
UTI Towers, Gn BlockBandra Kurla Complex, Bandra (East)Mumbai - 400 051
Uti Regular Savings Fund -Direct Growth Plan-Growth
1Y
13.65%
3Y
10.35%
5Y
9.14%
Kotak Multi Asset Allocator Fund Of Fund - Dynamic - Direct Plan - Growth
1Y
32.07%
3Y
21.18%
5Y
21.32%
Nippon India Asset Allocator Fof - Direct Plan - Growth
1Y
35.37%
3Y
20.4%
5Y
NA
Icici Prudential Asset Allocator Fund (Fof) - Direct Plan - Growth
1Y
23.13%
3Y
14.91%
5Y
15.33%
Bank Of India Conservative Hybrid Fund Direct Plan - Growth
1Y
13.99%
3Y
14.73%
5Y
9.89%
Kotak Debt Hybrid Fund - Direct Plan - Growth
1Y
17.26%
3Y
11.68%
5Y
12.82%
Hdfc Hybrid Debt Fund - Direct Plan - Growth Option
1Y
16.06%
3Y
11.15%
5Y
11.02%
Icici Prudential Income Optimizer Fund (Fof) - Direct Plan - Growth
1Y
15.96%
3Y
10.95%
5Y
10.86%
Sbi Conservative Hybrid Fund Direct Growth
1Y
14.23%
3Y
10.92%
5Y
11.42%
Icici Prudential Regular Savings Fund - Direct Plan - Growth
1Y
15.18%
3Y
10.16%
5Y
10.45%
Hsbc Conservative Hybrid Fund -Growth Direct Plan
1Y
15.83%
3Y
9.58%
5Y
10.23%
Aditya Birla Sun Life Regular Savings Fund- Growth-Direct Plan
1Y
11.77%
3Y
9.55%
5Y
9.83%
Aditya Birla Sun Life Regular Savings Fund- Monthly Payment-Direct Plan
1Y
11.77%
3Y
9.55%
5Y
9.83%
Sundaram Debt Oriented Hybrid Fund Direct Growth
1Y
10.4%
3Y
9.53%
5Y
7.72%
Franklin India Debt Hybrid Fund - Direct - Plan A Growth
1Y
14.96%
3Y
8.78%
5Y
9%
Nippon India Hybrid Bond Fund - Direct Growth Plan Growth Option
1Y
9.67%
3Y
8.71%
5Y
4.79%
Canara Robeco Conservative Hybrid Fund Direct Growth
1Y
12.16%
3Y
8.49%
5Y
10.46%
Dsp Regular Savings Fund - Direct Plan - Growth
1Y
14.1%
3Y
8.48%
5Y
9.28%
Navi Regular Saving Fund - Direct Plan Growth
1Y
11.15%
3Y
7.66%
5Y
7.5%
Axis Regular Saver Fund - Direct Plan - Growth Option
1Y
9.9%
3Y
7.52%
5Y
8.11%
Bandhan Regular Savings Fund-Growth-(Direct Plan)
1Y
10.56%
3Y
6.54%
5Y
7.35%
Lic Mf Conservative Hybrid Fund-Direct Plan-Growth
1Y
8.12%
3Y
6.53%
5Y
7.59%
Parag Parikh Conservative Hybrid Fund - Direct Plan Growth
1Y
16.83%
3Y
NA
5Y
NA
Iti Conservative Hybrid Fund -Direct - Growth
1Y
6.39%
3Y
NA
5Y
NA
Baroda Bnp Paribas Conservative Hybrid Fund Direct Growth
1Y
14.24%
3Y
NA
5Y
NA
Franklin India Life Stage Fund Of Funds - 40S Plan - Direct Growth
1Y
NA
3Y
-100%
5Y
-100%
Franklin India Life Stage Fund Of Funds - 50S Plus Plan - Direct Growth
1Y
NA
3Y
-100%
5Y
-100%
Franklin India Life Stage Fund Of Funds - 50S Plus Floating Rate Plan - Direct Growth
1Y
NA
3Y
-100%
5Y
-100%
BSE Member code: 58371
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