Formerly UTI Reg Savings Reg Flex IDCW-R
₹ 40.897
NAV (Mar 27)
Conservative hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
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.
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 40.897
NAV (Mar 27)
Last 1Y | 14.2% |
Last 3Y | 9.5% |
Last 5Y | 7.6% |
Last 10Y | 8.5% |
Since Inception | 9% |
6 Month CAGR | 5.9% |
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.
Expense Ratio | 1.8 |
Launched (21y ago) | Dec 16, 2003 |
AUM in Crores | 1578.981 |
ISIN | INF789F01885 |
Lock-in | No Lock-in |
Benchmark | Nifty 50 Hybrid Comp Debt 15: 85 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 4.2 |
Standard Deviation (5yr) | 5.9 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.976 |
Sharpe Ratio (5yr) | 0.469 |
YTM | 7.52 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
UTI Conservative Hybrid Fund Regluar Plan Flexi (RIDCW-A) | 8,80,709 | 1,48,097 | 7.6% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 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.
7.18% govt stock 2033
12.8%national bank for agriculture and rural development
6.3%power finance corporation ltd.
4.8%small industries development bank of india
3.2%hdfc bank limited
3.2%financial services
8%consumer cyclical
4%technology
2.9%healthcare
2.2%basic materials
1.9%Fund Name | Fund Size | Rolling Returns |
---|---|---|
₹ 10,622 cr | ||
₹ 32,429 cr | ||
₹ 8,729 cr | ||
₹ 3,389 cr | ||
₹ 1,787 cr |
UTI Asset Management Company Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
5.4% | 6.8% | ||
5.7% | 7.3% | ||
16% | 11.9% | ||
18.8% | 15.1% | ||
11.6% | 9.4% |
UTI Conservative Hybrid Fund Regluar Plan Flexi (RIDCW-A) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 9% over a period of 20 years. The fund was previously known as UTI Reg Savings Reg Flex IDCW-R. The fund is managed by UTI Asset Management Co Ltd. The fund managers are Amandeep Chopra, Amit Premchandani, Jaydeep Bhowal.
Nav of UTI Conservative Hybrid Fund Regluar Plan Flexi (RIDCW-A) as of 3/27/2024 is ₹40.90 with the total AUM as of 3/28/2024 is ₹1578.981. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Conservative Hybrid Fund Regluar Plan Flexi (RIDCW-A) was launched on Dec 16, 2003. The category risk of the fund is Moderately High risk.
The minimum SIP amount for UTI Conservative Hybrid Fund Regluar Plan Flexi (RIDCW-A) 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. Check your estimated returns on mutual funds by using sip calculator.
What is UTI Conservative Hybrid Fund Regluar Plan Flexi (RIDCW-A)?
How to invest in UTI Conservative Hybrid Fund Regluar Plan Flexi (RIDCW-A)?
You can invest in UTI Conservative Hybrid Fund Regluar Plan Flexi (RIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of UTI Conservative Hybrid Fund Regluar Plan Flexi (RIDCW-A)?
The minimum sip amount for UTI Conservative Hybrid Fund Regluar Plan Flexi (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is UTI Conservative Hybrid Fund Regluar Plan Flexi (RIDCW-A) good to invest in?
As per Scripbox experts, UTI Conservative Hybrid Fund Regluar Plan Flexi (RIDCW-A) is a Neutral fund. You can investUTI Conservative Hybrid Fund Regluar Plan Flexi (RIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the UTI Conservative Hybrid Fund Regluar Plan Flexi (RIDCW-A)?
The expense ratio of the UTI Conservative Hybrid Fund Regluar Plan Flexi (RIDCW-A) is 1.8% for regular plan.