UTI Conservative Hybrid Fund Regluar Plan Growth

• Alpha -6.03%
• Beta 1.37
• Sharpe Ratio0.76
• Std Deviation 4.26%
• Tracking Error 4.39%

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.

The UTI Conservative Hybrid Fund Regluar Plan Growth has an AUM of 1647.97 crores & has delivered CAGR of 12.66% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.81%. The minimum investment in UTI Conservative Hybrid Fund Regluar Plan Growth is Rs 5000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Low & High respectively.

The top holdings of the fund include 7.1% Govt Stock 2034, 6.79% Govt Stock 2034, 7.18% Govt Stock 2033 & Rural Electrification Corporation Limited.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Biotechnology & Drugs & Communications Services.

Some of the similar funds are Parag Parikh Conservative Hybrid Fund Regular Growth, Kotak Debt Hybrid Growth, UTI Conservative Hybrid Fund Regluar Plan Growth, Aditya Birla Sun Life Reg Savings Fund Regular Plan Growth, Canara Robeco Conservative Hybrid Fund Growth. UTI Conservative Hybrid Fund Regluar Plan Growth has a sharpe ratio of 0.76 & a standard deviation of 4.26%.