UTI Conservative Hybrid Fund Direct Growth
Scheme code: INF789F01UJ7
NAV value:
₹ 75.2264
NAV date: 18 March, 2026
TER: 1.27%
Fund option: Direct
Fund type: Growth
Asset class: Hybrid
Asset category: Conservative Hybrid Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -12.28 | 29.58 | 9.96 | 10.16 | 8.8 |
| 3 year | 0.51 | 16.25 | 9.74 | 9.48 | 9.98 |
| 5 year | 3.78 | 13.86 | 8.70 | 9.09 | 8.98 |
| 7 year | 7.25 | 10.30 | 8.67 | 8.75 | 8.73 |
| 10 year | 8.46 | 10.42 | 9.42 | 9.41 | 9.29 |
| 12 year | 9.45 | 10.54 | 9.98 | 10.00 | 9.82 |
SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,53,686 - Absolute Returns: ₹53,686 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹41,36,991 - Absolute Returns: ₹5,36,991 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹74,73,650 - Absolute Returns: ₹14,73,650 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,13,71,946 - Absolute Returns: ₹29,71,946 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,91,28,987 - Absolute Returns: ₹71,28,987 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,58,13,554 - Absolute Returns: ₹1,14,13,554 - CAGR: %Drawdown Metrics
Max Drawdown
-14.44 %
Drawdown Duration
2 months
Recovery Time
6 months
Avg Drawdown
-0.99 %
Calmar Ratio by Duration
1
Y
0.7037
3
Y
0.6566
5
Y
0.6296
7
Y
0.6061
10
Y
0.6518
12
Y
0.6927