UTI Regular Savings Fund (Hybrid, Hybrid Conservative Hybri)

Moderately High
16 yrs 6 monthsStarted on:16 Dec 2003
₹ 1673.85 Cras on: 21 May 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

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TenureReturns (CAGR)
1 Month0.97
3 YR1.63

SIP Returns

TenureReturns (CAGR)
5 YR1.65
10 YR6.05


Company Name% Assets
GOI 07/10/2029 6.45%7.65
GOI 14/01/2029 7.26%5.07
Green Infra Wind Energy Ltd. 04/08/2023 9.65%4.66
National Bank For Agriculture & Rural Development 31/01/2030 7.43%4.59
Bank Of Baroda 11/08/2022 8.65%4.32
Indian Railway Finance Corpn. Ltd. 29/03/2029 8.23%4.12
Housing & Urban Development Corpn. Ltd. 15/03/2029 8.41%3.88
Reliance Retail Ltd. 28/06/20213.6
REC Ltd. 22/04/2023 6.92%2.96
Punjab National Bank 8.95%2.83

Top Sectoral Holdings

Sector Name% Assets
Cons Durable0.84


Standard Deviation5.89%

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.