TickerKhojUTI Mutual Fund · Hybrid · Conservative Hybrid · Direct plan
UTI Conservative Hybrid Fund - Direct Plan - Growth
₹76.0262NAV on 2 Nov 2026Expense ratio 1.25%
3 Nov 2025NAV low 73.41 · high 77.85-0.4%
In plain words
Over 3 years it returned +7.5% a year, against +8.0% for its benchmark index.
Its worst fall from a peak in the last 3 years was -4.5%.
On 3-year return it ranks 12 of 18 funds in Conservative Hybrid.
A monthly SIP over 10 years ended ₹60,928 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | +0.2% | +4.6% |
| 3 months | -1.7% | -3.8% |
| 6 months | +0.9% | -1.6% |
| 1 year | -0.2% | -8.1% |
| 3 years (yearly) | +7.5% | +8.0% |
| 5 years (yearly) | +6.7% | +6.5% |
| 10 years (yearly) | +7.8% | +11.7% |
| Since start (yearly) | +9.0% | +11.3% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,19,915 | -0.1% |
| 3 years | ₹3,60,000 | ₹3,81,478 | +3.8% |
| 5 years | ₹6,00,000 | ₹7,03,719 | +6.3% |
| 10 years | ₹12,00,000 | ₹17,86,357 | +7.7% |
Other plan of this fund: UTI Conservative Hybrid Fund - Regular Plan - Growth