InvestVerdict
UTI Conservative Hybrid Fund
Direct Plan · Monthly Payment Plan · Conservative Hybrid · Scheme code 120790
Fund houseUTI Mutual Fund
CategoryConservative Hybrid
Plan & optionDirect · Monthly Payment Plan
History10.7 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | -0.07 | 2.78 | 1.25 | 3.53 | 8.35 | 8.18 | 9.05 | 8.11 | 8.54 |
| Conservative Hybrid category median |
— | — | — | 4.69 | 8.52 | 7.88 | — | 7.96 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 4.5% | 0.41 | 0.57 | — | — | -14.4% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 470 | -12.3% | 8.8% | 28.6% | 4% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.