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  • UTI Mutual Fund
  • UTI Conservative Hybrid Fund Regluar Plan (PIDCW-M)

Formerly UTI Reg Savings Reg Mn IDCW-P

UTI Mutual Fund

UTI Conservative Hybrid Fund Regluar Plan (PIDCW-M)

HybridConservative Hybrid

17.1554

NAV (Jun 20)

8.8%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in conservative hybrid mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Rolling Returns

Category Leader

The fund has been a Category Leader on the Rolling Returns metric

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

17.1554

NAV (Jun 20)

Fund Returns

Last 1Y
14.6%
Last 3Y
10.2%
Last 5Y
9.4%
Last 10Y
8.9%
Since Inception
9.5%
6 Month CAGR
8.2%

Scheme Information

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.

Expense Ratio
1.8
Launched (21y ago)
Dec 16, 2003
AUM in Crores
1588.195
ISIN
INF789F01901
Lock-in
No Lock-in
Benchmark
Nifty 50 Hybrid Comp Debt 15: 85 TR INR
SIP Minimum
1000
Lumpsum Min.
25000
Standard Deviation (3yr)
4.2
Standard Deviation (5yr)
6
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0.933
Sharpe Ratio (5yr)
0.392
YTM
7.42
Fund Managers

Amit Premchandani

Fund Manager

Jaydeep Bhowal

Fund Manager

Amandeep Chopra

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
UTI Conservative Hybrid Fund Regluar Plan (PIDCW-M)70%9,07,576 1,74,9648.8%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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.

Asset allocation and Holdings

Last updated on 2024-06-20

Top Stock Holdings

7.18% govt stock 2033

14%
14%

7.18% govt stock 2037

12.7%
12.7%

national bank for agriculture and rural development

6.3%
6.3%

power finance corporation ltd.

4.8%
4.8%

rural electrification corporation limited

4.8%
4.8%
See all holdings

Allocation by Sector

financial services

8%
8%

consumer cyclical

3.9%
3.9%

healthcare

2.3%
2.3%

technology

2.3%
2.3%

basic materials

2%
2%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Edelweiss Balanced Advantage Fund (G)
Edelweiss Balanced Advantage Fund (G)

₹ 11,281 cr

₹ 35,122 cr

₹ 9,275 cr

₹ 3,337 cr

₹ 2,114 cr

amc-img

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 230,654 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 74 equity,579 debt and 34 hybrid funds.amc-img
phone-img022-62278000
Fund NameScripbox Opinion
Till Date CAGR

5.7%

6.9%

15.4%

12.1%

5.7%

6.8%

6%

7.3%

18.6%

15.4%

UTI Conservative Hybrid Fund Regluar Plan (PIDCW-M) Review

UTI Conservative Hybrid Fund Regluar Plan (PIDCW-M) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 8.2% over a period of 20 years. The fund was previously known as UTI Reg Savings Reg Mn IDCW-P. 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 (PIDCW-M) as of 6/20/2024 is ₹17.16 with the total AUM as of 6/21/2024 is ₹1588.195. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Conservative Hybrid Fund Regluar Plan (PIDCW-M) 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 (PIDCW-M) 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 ₹25000. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is UTI Conservative Hybrid Fund Regluar Plan (PIDCW-M)?

UTI Conservative Hybrid Fund Regluar Plan (PIDCW-M) is a Conservative Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in UTI Conservative Hybrid Fund Regluar Plan (PIDCW-M)?

You can invest in UTI Conservative Hybrid Fund Regluar Plan (PIDCW-M) 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 (PIDCW-M)?

The minimum sip amount for UTI Conservative Hybrid Fund Regluar Plan (PIDCW-M) is ₹1000. You can invest in multiples of ₹25000.

Is UTI Conservative Hybrid Fund Regluar Plan (PIDCW-M) good to invest in?

As per Scripbox experts, UTI Conservative Hybrid Fund Regluar Plan (PIDCW-M) is a Neutral fund. You can investUTI Conservative Hybrid Fund Regluar Plan (PIDCW-M) 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 (PIDCW-M)?

The expense ratio of the UTI Conservative Hybrid Fund Regluar Plan (PIDCW-M) is 1.8% for regular plan.