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UTI Conservative Hybrid Fund - Regular Plan - Flexi IDCW

UTI · Index Funds
High
₹43.77
Current NAV
28 Oct 2026
-4.7%
1Y Return
3.5%
3Y CAGR
2.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.58).
  • Very large asset base (AUM: ₹14,130 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Index Funds mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.18%) which can affect compounding over long horizons.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Investors seeking exposure to stable, blue-chip market leaders.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.58
Sharpe Ratio
0.58
Beta
1.58
Alpha
2.02
Sortino
Fund Details
Fund House UTI
Category Index Funds
AUM ₹14130 Cr
Expense Ratio 2.18%
Min SIP ₹500
Min Lumpsum ₹1000
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