UTI Conservative Hybrid Fund - Regular Plan - Monthly IDCW

UTI Conservative Hybrid Fund - Regular Plan - Monthly IDCW 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 1,690.26 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 IDCW trailing returns over different times are 0.29% (1 year), 3.89% (3 year) and 4.18% (5 year). The average annual return of this fund stands at 1.02%.