UTI Regular Savings Fund (Hybrid, Hybrid Conservative Hybri)

Moderately High
16 yrs 3 monthsStarted on:16 Dec 2003
₹ 1964.18 Cras on: 20 Feb 2020
Medium Horizon
Capital Growth and Income

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks to invest predominantly in debt and money market instruments and part of the portfolio into equity/equity related securities with a view to generating income and aim for capital appreciation.

Exit Load

Scheme Documents

Similar Funds
Kotak Asset Allocator Fund
Current NAV 89.32
Return (CAGR) 15.13%
Value Research
Tata Retirement Savings Fund Conservative
Current NAV 21.3
Return (CAGR) 9.53%
Value Research
IDFC Asset Allocation Fund Of Funds Conservative
Current NAV 22.69
Return (CAGR) 8.51%
Value Research
SBI Debt Hybrid Fund
Current NAV 42.34
Return (CAGR) 7.92%
Value Research
Baroda Pioneer Conservative Hybrid Fund
Current NAV 26.22
Return (CAGR) 6.43%
Value Research
Franklin India Life Stage FoF 50s Plus FR Fund
Current NAV 39.56
Return (CAGR) 9.20%
Value Research
Aditya Birla SL Regular Savings Fund
Current NAV 40.49
Return (CAGR) 9.28%
Value Research
ICICI Pru Advisor Series Hybrid Fund
Current NAV 36.86
Return (CAGR) 8.39%
Value Research
Axisular Saver Fund
Current NAV 19.91
Return (CAGR) 7.43%
Value Research
DSPular Savings Fund
Current NAV 37.84
Return (CAGR) 8.84%
Value Research
Nippon India hybrid bond fund
Current NAV 40.94
Return (CAGR) 9.12%
Value Research
HDFC Retirement Savings Fund Hybrid Debt
Current NAV 14.06
Return (CAGR) 8.93%
Value Research


TenureReturns (CAGR)
1 YR0.82
2 YR2.56
3 YR4.44

SIP Returns

TenureReturns (CAGR)
2 YR0.37
3 YR1.85
5 YR4.35
10 YR7.48


Company Name% Assets
GOI 07/10/2029 6.45%6.3
GOI 14/01/2029 7.26%4.18
Green Infra Wind Energy Ltd. 04/08/2023 9.65%4.08
Housing & Urban Development Corpn. Ltd. 15/03/2029 8.41%4.06
Indian Railway Finance Corpn. Ltd. 29/03/2029 8.23%3.98
Bank Of Baroda 11/08/2022 8.65%3.84
National Bank For Agriculture & Rural Development3.82
Reliance Retail Ltd. 28/06/20213.03
State Bank of India 01/09/20562.66
Vodafone Idea Ltd. 27/01/2022 8.04%2.58

Top Sectoral Holdings

Sector Name% Assets
Cons Durable0.86


Standard Deviation4.21%

Amandeep Singh Chopra,Ajay Tyagi

Mr. Chopra is a B.Sc. from St.Stephen's College and an MBA from FMS, Delhi.Mr Tyagi has done CFA Charterholder from The CFA Institute, USA and Masters in Finance from Delhi University.
He has been with associated with UTI AMC for over two decades. He has been working in equity research in UTI since 2000. He has also worked as Assistant Fund Manager in the Offshore Funds division.