FindMF
← All schemes

UTI Conservative Hybrid Fund - Direct Plan - Monthly Payment

UTI·
Conservative Hybrid
1Y
+1.61%
3Y
+8.01%
5Y
+7.04%
Since Inception
+8.66%
Sharpe
0.21
Sortino
0.31
Max Drawdown
-4.87%
Volatility
4.69%
Alpha
+2.16%
Beta
1.34
Info Ratio
1.07
Up / Down Capture
135 / 147
NAV (last ~1 year)
Fund details
AMCUTI
Fund manager-
Data from2021-04-15
AUM₹1 Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 25,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Conservative Hybrid
1Y
#16 of 19
Top 84%
3Y CAGR
#12 of 19
Top 63%
5Y CAGR
#13 of 18
Top 72%
Sharpe
#9 of 19
Top 47%