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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.18 | 7.09 | 2.71 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.37 | 7.37 | 2.28 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 25,000 |
BenchmarkBenchmark |
---|
NIFTY 50 Hybrid Composite Debt 15:85 Index |
Conservative Hybrid funds have exposure to both debt and equity instruments. They primarily invest in FD-like instruments with some allocation to stocks. They are designed to slightly surpass the average rate of inflation.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
UTI Conservative Hybrid Fund(M-IDCW) | 9.46% | 3.90% | 3.51% |
SBI Conservative Hybrid Fund(A-IDCW Payout) | 14.07% | 10.03% | 7.20% |
HDFC Hybrid Debt Fund(Q-IDCW Reinv) | 5.43% | 3.37% | 1.91% |
ICICI Pru Regular Savings Fund(H-IDCW Payout) | -0.78% | 0.52% | 3.16% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Debt
Others
Holdings
2.34 %
Holdings
1.38 %
Holdings
1.27 %
UTI AMC commenced operations from February 1, 2003. It has been promoted by four sponsors, namely, SBI, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank and each of them hold 25% of the paid up capital of UTI AMC.
No.of Schemes
66
Total AUM
₹ 2,18,294.76 Cr.
Amit Premchandani
AUM: ₹16,011.69 Cr.
|
Exp: —
Jaydeep Bhowal
AUM: ₹6,499.03 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%
Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)
Gains are treated as long-term capital gains and taxed at 12.5%