UTI Conservative Hybrid Fund

Conservative HybridHybrid Rank 7 of 20

NAV · Direct-Growth

₹77.51-0.13-0.17%

As of 18 Aug 2026 · AMFI

NAV growth+5.1%

Aug ’25Aug ’26

Arthkar verdictSolid on the numbers

Returns

Mixed vs category

1 of 3 periods ahead

Consistency

Strong

positive in 12 of 12 years

Beats its Conservative Hybrid category on 5Y but trails on 1Y & 3Y.

1Y return

+5.1%

-8.0 vs cat

3Y CAGR

+9.2%

-0.9 vs cat

5Y CAGR

+8.7%

+0.0 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

5.1%

3Y std dev

Go deeper on UTI Conservative Hybrid Fund

Two data-only views, computed from this fund's real NAV history — no projections.

UTI Conservative Hybrid Fund SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.UTI Conservative Hybrid Fund real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

UTI Conservative Hybrid Fund is a Conservative Hybrid scheme from UTI. Long-run track record: about 8.7% CAGR over 5 years. Worst historical drawdown: -14% in Mar 2020, recovered in 5 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF789F01UJ7

NAV (Direct-Growth)

₹77.5051

Last 1Y

+5.07%

Aug 25Min ₹72.21 · Max ₹77.85 · 243 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2020

-14.4%

Peak ₹43.27 on 16 Jan 2020 → trough ₹37.03 on 23 Mar 2020 (2 months down).

Recovered in 5 months· 3 Sept 2020

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-0.34%	-0.19%	18/ 20
1M	+0.23%	+0.47%	15/ 20
3M	+3.41%	+3.14%	7/ 20
6M	+2.84%	+10.57%	7/ 20
YTD	+2.82%	+10.91%	9/ 20
1Y	+5.07%	+13.11%	9/ 20
2Y	+5.68%	+8.48%	12/ 20
3Y	+9.24%	+10.15%	7/ 20
5Y	+8.71%	+8.69%	7/ 20
7Y	+9.34%	+9.21%	8/ 19
10Y	+8.32%	+8.14%	10/ 19

Available plans & options

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