Formerly UTI MIS Advantage Flex DP
However, Scripbox does not recommend investing in conservative hybrid mutual funds.
Conservative hybrid funds are primarily debt funds which invest a small amount in Equity instruments.
They will tend to fluctuate a little in line with market movements - providing marginal extra gains when the market moves up and marginally lower returns when the market is down.It’ s better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
18 Years. The fund has an Extended history for analysis and the track record is excellent.
1,632 Cr. Large within the category
Relatively Poor. The category has a relatively poor investment outlook
Consistency Of Performance
Relatively moderate. The historical performance of the fund has been OK
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.
Low to Moderate
Moderately High Risk
Dec 16, 2003
Launched (18y ago)
AUM in Crores
CRISIL Short Term Debt Hyb 75+25 TR INR
Returns Calculator Comparison
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
|Mutual Fund||₹ 965,796||₹ 233,184||11.25%|
|EPF||₹ 900,761||₹ 168,149||8.50%|
|Property||₹ 867,662||₹ 135,050||7.00%|
|PPF||₹ 869,819||₹ 137,207||7.10%|
|Bank FD||₹ 846,471||₹ 113,859||6.00%|
|Gold||₹ 846,471||₹ 113,859||6.00%|
|Savings Bank||₹ 825,950||₹ 93,338||5.00%|
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Comparison with Hybrid Funds
Multi Asset Allocation
About the AMC
UTI Asset Management Company Ltd
UTI Asset Management Co Ltd manages assets worth 140,302 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 56 equity,485 debt and 34 hybrid funds.
₹ 3,096 Cr
₹ 3,096 Cr
₹ 3,096 Cr
₹ 23,487 Cr
₹ 3,362 Cr
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UTI Savings Fund Regluar Plan Flexi (DP-A) is a conservative hybrid hybrid fund and has delivered an annualised return of 8.9% over a period of 18 years .The fund was previously known as UTI MIS Advantage Flex DP.The fund is managed by UTI Asset Management Co Ltd.The fund managers are Ajay Tyagi, Amandeep Chopra
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. However, there is no assurance that the objective of the scheme will be realized.
The UTI Savings Fund Regluar Plan Flexi (DP-A) fund was launched on Dec 16, 2003. The NAV (Net Asset Value) of this conservative hybrid hybrid as of 2021-02-24 is ₹ 36.2992. The total AUM (Asset Under Management) of the fund as of 2021-02-24 is ₹ 1631.107. The category risk of the UTI Savings Fund Regluar Plan Flexi (DP-A) fund is Moderately High Risk. The fund charges 1.8 % as expense ratio.
The fund’s highest allocation is towards debt and has invested 66.0% in this asset class. The top three holdings of the fund are 6.45% govt stock 2029,7.26% govt stock 2029 and national bank for agriculture and rural development
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Short Term Debt Hyb 75+25 TR INR
UTI Savings Fund Regluar Plan Flexi (DP-A) has a score of 3 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, UTI Savings Fund Regluar Plan Flexi (DP-A) has a score of 4 out of 5. Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.