UTI Conservative Hybrid Fund - Direct Plan - Growth Option
UTI Mutual Fund Hybrid Conservative Hybrid Fund
Expense Ratio
1.24%
AUM
₹132.57 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
Moderate
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-13.31%
Poor
6 Months
+1.19%
Poor
1 Year
+5.89%
Below Average
3 Years
+9.74%
Below Average
5 Years
+9.34%
Below Average
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹132.57 Cr
Recent Trend
Growing
Stability Score
5.7
Growth Assessment
Stable
Growth Performance
Historical returns
1Y
Annual Growth
+6.93%
3Y
3Y CAGR
+18.52%
5Y
5Y CAGR
+40.75%
Growth Assessment: Stable
• Steady growth in investor base
• Moderate flow stability
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Very Low - Conservative investment with minimal price fluctuations
Volatility
3.80%
Annualized standard deviation
Sharpe Ratio
1.309
Good - Risk-adjusted return
Max Drawdown
-4.90%
Low - Worst decline
Consistency
81.0%
Performance consistency
Volatility Breakdown
Daily Volatility
0.24%
Average daily price movement
Annualized Volatility
3.80%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance