UTI Conservative Hybrid Fund - Regular Plan - Monthly IDCW

UTI Conservative Hybrid Fund - Regular Plan - Monthly IDCW is a fund scheme from UTI mutual fund. It falls under a Conservative category. After being launched on 2003-12-16. UTI Conservative Hybrid Fund - Regular Plan - Monthly IDCW has achieved Rs 1632.94 Crores worth of assets under management (AUM). It allows minimum SIP of Rs 500 and lumpsum of Rs 25000 to start the investment. The expense ratio of this fund is 1.81%.

• 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 IDCW trailing returns over different times are 5.54% (1 year), 4.77% (3 year), 5.8% (5 year). The average annual return of this fund stands at 5.54%

• Fund Manager & Portfolio Allocation:

  Amit Kumar Premchandani, Jaydeep Bhowal are the current fund managers of this mutual fund. The fund has a majority of its money invested in the top 5 sectors such as Financial Services, Consumer Cyclical, Technology, Basic Materials, Healthcare, , Sectors. First five holdings of this fund are HDFC Bank Ltd, ICICI Bank Ltd, Infosys Ltd, Bharti Airtel Ltd, Kotak Mahindra Bank Ltd, 7.1% Govt Stock 2034, 6.79% Govt Stock 2034, 7.18% Govt Stock 2033, Rural Electrification Corporation Limited, Power Finance Corporation Ltd., Net Current Assets, CORPORATE DEBT MARKET DEVT FUND - A2 UNITS, UTI Nifty 10 yr Benchmark G-Sec ETF, UTI Nifty 5 Yr Benchmark G-Sec ETF, Clearing Corporation Of India Ltd. Std - Margin Companies.