3 Year return

11.07%
Launched on December 2015 (9 years)

Investment Details

₹500

Minimum SIP Amount

₹25000

Minimum one time investment

Fund has no lock-in period

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Based on past performance of this fund

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Your Investment ₹3,00,000
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Risk Involved

scale

Your principal will be at

Moderately High Risk

Scheme Information

Asset Under Management

₹1617.22 Cr.

Expense Ratio

1.19% (inclusive of GST)

Exit Load

Redemption / switch out within 12 months from the date of allotment - (i) upto 10% of the alloted units - Nil (ii) beyond 10% of the alloted units - 1.00% Redemption / swith out after 12 months from the date of allotment - Nil

Ratings

ARQ Rating
3

Ratings by other agencies

3
3
4

Tax Implications

Tax on gains as per your income tax bracket

Fund Holdings

Holdings

UTI Mutual Fund Managers

AC

Amandeep Chopra

Fund Manager since Sep 2014

View Details

Fund House Details

UTI Mutual Fund

UTI Mutual Fund Asset management company

AUM ₹310,822.41 Cr.
No. of Schemes 250
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by UTI Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns
19.59%
scheme logo

Hybrid . Aggressive Hybrid Fund

UTI Aggressive Hybrid Fund Direct Plan Growth

19.59%
6.38%

Key Features of The Fund

5-year return 10.45%
Expense Ratio 1.19%
Fund Manager Amandeep Chopra
Fund Size ₹1617.22 Cr
Risk Profile Moderately High

AMC Contact Details

Name UTI Mutual Fund
Launch Date January 2003
Addresss First Floor, Unit No. 2, Block ‘B’, JVPD Scheme, Gulmohar Cross Road No. 9, Andheri (West), Mumbai – 400049.
Contact 1800 266 1230 (+91) 022 6227 8000 022 – 68990800
Email service@uti.co.in
Website https://www.utimf.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Leverage Expert Management for Your Investments with SIPs

Mutual funds are managed by experienced professionals who research and select investments based on the fund's objective. SIPs allow you to tap into this expertise without needing to actively manage your portfolio yourself. Use the SIP return calculator to calculate the potential growth of your mutual fund investment.

FAQs

What is today's NAV of UTI Conservative Hybrid Fund Direct Plan Monthly Payment Option Payout?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of UTI Conservative Hybrid Fund Direct Plan Monthly Payment Option Payout Jul 22 2024 is 68.6548

What is the AUM of UTI Conservative Hybrid Fund Direct Plan Monthly Payment Option Payout?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of UTI Conservative Hybrid Fund Direct Plan Monthly Payment Option Payout is 1617.22 crore.

What is the expense ratio of UTI Conservative Hybrid Fund Direct Plan Monthly Payment Option Payout?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of UTI Conservative Hybrid Fund Direct Plan Monthly Payment Option Payout is 1.19%

What are the returns of UTI Conservative Hybrid Fund Direct Plan Monthly Payment Option Payout since inception?

The UTI Conservative Hybrid Fund Direct Plan Monthly Payment Option Payout was launched on Dec 15 2015. The fund has delivered a CAGR of 9.41 since inception.

What is the minimum SIP amount to invest in UTI Conservative Hybrid Fund Direct Plan Monthly Payment Option Payout?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for UTI Conservative Hybrid Fund Direct Plan Monthly Payment Option Payout is 500.

How do I invest in UTI Conservative Hybrid Fund Direct Plan Monthly Payment Option Payout?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in UTI Conservative Hybrid Fund Direct Plan Monthly Payment Option Payout?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in UTI Conservative Hybrid Fund Direct Plan Monthly Payment Option Payout?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in UTI Conservative Hybrid Fund Direct Plan Monthly Payment Option Payout?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.