UTI Conservative Hybrid Fund - Regular Plan - Monthly Payment Option

UTI Conservative Hybrid Fund - Regular Plan - Monthly Payment Option

Historical NAV & Returns

Current NAV(12 Sept 2025)
69.64
Returns
0.00%
Benchmark Rt
0.00%
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UTI Conservative Hybrid Fund - Regular Plan - Monthly Payment Option

UTI Conservative Hybrid Fund - Regular Plan - Monthly Payment Option
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Investment Duration

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Fund Overview

Fund Size:

₹1,707.1 Cr.

Minimum SIP:

₹500

Minimum Lumpsum:

₹25000

ISIN:

INF789F01927

Fund Rating:
Expense Ratio:

1.81%

Lock In:

No Lock-in

Exit Load:
UTI Conservative Hybrid Fund - IDCW - Monthly Payment charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.
Period1W1M3M6M
This Fund0.43%0.81%0.57%5.77%
Category Average0.36%0.53%0.30%5.47%
Benchmark Returns0.15%-2.41%-
Risk Meter
MODERATE TO HIGH RISK

Suitable for balanced investments and investors with moderately high risk tolerance.

About This Fund

More Information

UTI Conservative Hybrid Fund - Regular Plan - Monthly Payment Option is a scheme launched by UTI Mutual Fund on December 16, 2003, and falls under the Conservative fund category. It currently manages an AUM of Rs 1,707.1 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 25000. It charges an expense ratio of 1.81% for managing the portfolio.

  • Investing Strategy:

    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.

  • Performance:

    UTI Conservative Hybrid Fund - Regular Plan - Monthly Payment Option trailing returns over different times are 4.35% (1 year), 9.39% (3 year) and 10.82% (5 year). The average annual return of this fund stands at 4.61%.

SIP Amount

Monthly SIP Date

UTI Conservative Hybrid Fund - Regular Plan - Monthly Payment Option

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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of UTI Conservative Hybrid Fund - Regular Plan - Monthly Payment Option as on 12-09-2025 is 69.641.