UTI Conservative Hybrid Fund Regluar Plan Growth
Get the latest NAV of UTI Conservative Hybrid Fund Regluar Plan Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹68.91
1D
NAV as on 13 Mar 2026
9.07%/per year
Since Inception
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UTI Conservative Hybrid Fund Regluar Plan Growth Performance vs. Conservative Allocation Index
Fund returns vs Benchmark returns vs Category Average returns as on (13-Mar-26)
The fund has consistently outperformed the benchmark (Conservative Allocation Index) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
UTI Conservative Hybrid Fund Regluar Plan Growth Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
UTI Conservative Hybrid Fund Regluar Plan Growth Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
UTI Conservative Hybrid Fund Regluar Plan Growth Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Government, Corporate & Financial Services
Government
55%
Corporate
39%
Financial Services
37%
Government
57%
Corporate
39%
Financial Services
36%
UTI Conservative Hybrid Fund Regluar Plan Growth Holdings Details
as on (28-Feb-26)
UTI Conservative Hybrid Fund Regluar Plan Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 1.81% |
Benchmark | Nifty 50 Hybrid Comp Debt 15: 85 TR INR |
| AUM | ₹1686 Cr |
| Inception Date | 16 December, 2003 |
| Min Lumpsum/SIP | ₹5,000/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 161.74% |
| Risk |   Moderately High risk |
About UTI Conservative Hybrid Fund Regluar Plan Growth
UTI Conservative Hybrid Fund Regluar Plan Growth is a hybrid fund. This fund was started on 16 December, 2003. The fund is managed by Amit Premchandani, Jaydeep Bhowal. This fund gives you the benefit of diversification.
Key Parameters
- UTI Conservative Hybrid Fund Regluar Plan Growth has ₹1686 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 1.8.
Returns
UTI Conservative Hybrid Fund Regluar Plan Growth has given a CAGR return of 9.07% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 4.82%, 8.99% and 8.32% respectively.
Holdings
UTI Conservative Hybrid Fund Regluar Plan Growth has allocated its funds majorly in Government, Corporate, Financial Services, Consumer Cyclical, Tech, Health, Industrial, Communication, Cash Equivalent, Energy, Basic Materials, Consumer Defensive, Utilities, Real Estate.
Taxation
As it is a conservative allocation mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of UTI Conservative Hybrid Fund Regluar Plan Growth
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. UTI Conservative Hybrid Fund Regluar Plan Growth has no lock in period.
Fund Manager
Amit Premchandani
Fund Manager of UTI Conservative Hybrid Fund Regluar Plan Growth, since 8 January 2022
Jaydeep Bhowal
Fund Manager of UTI Conservative Hybrid Fund Regluar Plan Growth, since 17 April 2023
- AUM of the fund stands at 1.7K Cr as of Feb'26
- AUM increased by 5.3 Cr between Feb'26 and Jan'26
Frequently Asked Questions for UTI Conservative Hybrid Fund Regluar Plan Growth
How do I invest in UTI Conservative Hybrid Fund Regluar Plan Growth?
- Download the INDmoney app.
- Search for ‘UTI Conservative Hybrid Fund Regluar Plan Growth’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.