UTI-Conservative Hybrid Fund – Direct (IDCW-M)
₹ 500
Min SIP
₹ 25,000
Min Lumpsum
1.18 %
Expense Ratio
Rating
1,637
Fund Size (in Cr)
12 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 24.7% | 12.9% | 12.5% | 10.7% | ||||
| Category Average | 19.6% | 13.9% | 14.6% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
2.84
Alpha
1.85
SD
0.41
Beta
0.81
Sharpe
Exit Load
| Exit Load | Redemption / switch out within 12 months from the date of allotment - (i) upto 10% of the alloted units - Nil (ii) beyond 10% of the alloted units - 1.00% Redemption / swith out after 12 months from the date of allotment - Nil |
|---|
Fund 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 Managers
Amit Premchandani
Mr Amit Premchandani, Senior Vice President and Fund Manager-With a rich and diverse experience of over 15 years, the fund manager has research and strategic expertise across different sectors like telecommunication and NBFCs. He has worked with the banking and financial sector for JP Morgan, Deutsche Securities and Peerless Finance, respectively.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Hybrid .
- Conservative Hybrid .
-
- 26
-
12.4%Fund Size - 26
-
9.9%Fund Size - 26
-
10.3%Fund Size - 26
-
- Hybrid .
- Conservative Hybrid .
-
- 1,400
-
13.2%Fund Size - 1,400
-
9.4%Fund Size - 1,400
-
10.9%Fund Size - 1,400
-
- Hybrid .
- Conservative Hybrid .
-
- 1,400
-
13.2%Fund Size - 1,400
-
9.4%Fund Size - 1,400
-
10.9%Fund Size - 1,400
-
- Hybrid .
- Conservative Hybrid .
-
- 246
-
15.5%Fund Size - 246
-
9.3%Fund Size - 246
-
9.7%Fund Size - 246
-
- Hybrid .
- Conservative Hybrid .
-
- 825
-
10.6%Fund Size - 825
-
8.6%Fund Size - 825
-
5.5%Fund Size - 825
AMC Contact Details
UTI Mutual Fund
AUM:
3,10,822 Cr
Address:
UTI Towers, Gn Block,
Bandra Kurla Complex,
Bandra (East), Mumbai 400 051
Contact:
022 66786666
Email ID:
service@uti.co.in
More Funds from UTI Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Hybrid .
- Conservative Hybrid .
-
- 53
-
11.2%Fund Size - 53
-
14.5%Fund Size - 53
-
14%Fund Size - 53
-
- Debt .
- Fixed Maturity Plans .
-
- 145
-
11.2%Fund Size - 145
-
14.5%Fund Size - 145
-
14%Fund Size - 145
-
- Debt .
- Fixed Maturity Plans .
-
- 122
-
11.2%Fund Size - 122
-
14.5%Fund Size - 122
-
14%Fund Size - 122
-
- Debt .
- Fixed Maturity Plans .
-
- 124
-
11.2%Fund Size - 124
-
14.5%Fund Size - 124
-
14%Fund Size - 124
-
- Debt .
- Fixed Maturity Plans .
-
- 84
-
11.2%Fund Size - 84
-
14.5%Fund Size - 84
-
14%Fund Size - 84
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 31,800
-
38.2%Fund Size - 31,800
-
23.6%Fund Size - 31,800
-
24.4%Fund Size - 31,800
-
- Equity .
- Large Cap .
-
- 62,717
-
41%Fund Size - 62,717
-
20.7%Fund Size - 62,717
-
23.1%Fund Size - 62,717
-
- Equity .
- Large Cap .
-
- 14,528
-
36.6%Fund Size - 14,528
-
16%Fund Size - 14,528
-
23%Fund Size - 14,528
-
- Equity .
- Large Cap .
-
- 2,284
-
44.4%Fund Size - 2,284
-
19.6%Fund Size - 2,284
-
22.8%Fund Size - 2,284
-
- Equity .
- Large Cap .
-
- 9,292
-
36.6%Fund Size - 9,292
-
16.7%Fund Size - 9,292
-
22.5%Fund Size - 9,292
Frequently Asked Questions
How to invest in UTI-Conservative Hybrid Fund – Direct (IDCW-M) ?
You can invest in UTI-Conservative Hybrid Fund – Direct (IDCW-M) in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for UTI-Conservative Hybrid Fund – Direct (IDCW-M) in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of UTI-Conservative Hybrid Fund – Direct (IDCW-M) ?
The NAV of UTI-Conservative Hybrid Fund – Direct (IDCW-M) is ₹19.5 as of 06 September 2024.
How to redeem UTI-Conservative Hybrid Fund – Direct (IDCW-M) holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of UTI-Conservative Hybrid Fund – Direct (IDCW-M)?
The minimum SIP amount of UTI-Conservative Hybrid Fund – Direct (IDCW-M) is ₹500
What are the top sectors UTI-Conservative Hybrid Fund – Direct (IDCW-M) has invested in?
The top sectors UTI-Conservative Hybrid Fund – Direct (IDCW-M) has invested in are
- Debt - 73.34%
- Banks - 6.06%
- IT-Software - 2.59%
- Cash & Others - 1.99%
- Pharmaceuticals & Biotech - 1.82%
Can I make investments in both the SIP and Lump Sum schemes of UTI-Conservative Hybrid Fund – Direct (IDCW-M)?
Yes, You can select both SIP or Lumpsum investment of UTI-Conservative Hybrid Fund – Direct (IDCW-M) based on your investment objective and risk tolerance.
How much returns have UTI-Conservative Hybrid Fund – Direct (IDCW-M) generated ?
The UTI-Conservative Hybrid Fund – Direct (IDCW-M) has delivered 10.7% since inception
What is the expense ratio of UTI-Conservative Hybrid Fund – Direct (IDCW-M) ?
The expense ratio of UTI-Conservative Hybrid Fund – Direct (IDCW-M) is 1.18 % as of 06 September 2024.
What is the AUM of UTI-Conservative Hybrid Fund – Direct (IDCW-M)?
The AUM of UTI-Conservative Hybrid Fund – Direct (IDCW-M) is ₹3,10,822 Cr as of 06 September 2024
What are the top stock holdings of UTI-Conservative Hybrid Fund – Direct (IDCW-M)?
The top stock holdings of UTI-Conservative Hybrid Fund – Direct (IDCW-M) are
- HDFC Bank - 2.14%
- Infosys - 1.34%
- ICICI Bank - 1.31%
- Bharti Airtel - 0.87%
- Tech Mahindra - 0.72%
How can I redeem my investments in UTI-Conservative Hybrid Fund – Direct (IDCW-M)?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select UTI-Conservative Hybrid Fund – Direct (IDCW-M) in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select UTI-Conservative Hybrid Fund – Direct (IDCW-M) in Scheme, enter the redemption amount, and click on submit button.