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 1616.56 crores & has delivered CAGR of 8.44% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.83%. 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 & Good respectively.
The major sectors where the fund is invested are Regional Banks, Software & Programming, Biotechnology & Drugs & Auto & Truck Manufacturers.
Some of the similar funds are Nippon India Conservative Hybrid Fund Growth, HDFC Hybrid Debt Fund Growth, Aditya Birla Sun Life Reg Savings Fund Regular Plan Growth, Kotak Debt Hybrid Growth, UTI Conservative Hybrid Fund Regluar Plan Growth. UTI Conservative Hybrid Fund Regluar Plan Growth has a sharpe ratio of 0.33 & a standard deviation of 4.65%.
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