UTI Conservative Hybrid Fund - Direct Plan - Monthly Payment Plan
Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds. From UTI Mutual Fund. It's been running since 15 Dec 2015.
What ₹1 lakh would have become
Based on past returnsThese are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.
Play with a monthly investment
Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.
Vs 27 other funds in Hybrid Schemes - Conservative Hybrid Fund
Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.
Year by year
Calendar-year returns. 7 of last 7 years were positive.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
The value swings roughly 4% up or down in a typical year. Finance-speak calls this volatility.
A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.
Similar funds you might want to look at
Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.
Head-to-head comparisons
Side-by-side comparisons of UTI Conservative Hybrid Fund - Direct Plan - Monthly Payment Plan against other hybrid funds.
Technical details (for the pros)
Fund info
- Fund house
- UTI Mutual Fund
- Category
- Hybrid Schemes - Conservative Hybrid Fund
- Plan
- Direct
- Option
- —
- ISIN (Growth)
- INF789F01UM1
- ISIN (Div re-invest)
- —
- Fund code
- 120790
- First price on record
- 15 Dec 2015 · 2,591 daily prices
About UTI Conservative Hybrid Fund - Direct Plan - Monthly Payment Plan
UTI Conservative Hybrid Fund - Direct Plan - Monthly Payment Plan is a Hybrid Schemes - Conservative Hybrid Fund offered by UTI Mutual Fund under the Direct. It has approximately 11 years of NAV track record. The fund falls in the hybrid category — Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds.
The current NAV of UTI Conservative Hybrid Fund - Direct Plan - Monthly Payment Plan is ₹75.7143 (as of 2 Sep 2026). Historically, it has delivered 3.07% over the last year, 8.01% CAGR over 3 years, 7.85% CAGR over 5 years. Returns are historical and don't predict future performance.
Over the last three years, the fund's prices have moved with 3.9% annualised volatility — a "low" level of bumpiness; its deepest peak-to-trough fall on record was 14.4%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.
Frequently asked
What is the latest NAV of UTI Conservative Hybrid Fund - Direct Plan - Monthly Payment Plan?+
The latest NAV of UTI Conservative Hybrid Fund - Direct Plan - Monthly Payment Plan is ₹75.7143 as of 2 Sep 2026, down 0.20% from the previous day. NAV is updated once a business day after the market close.
What are the returns of UTI Conservative Hybrid Fund - Direct Plan - Monthly Payment Plan?+
UTI Conservative Hybrid Fund - Direct Plan - Monthly Payment Plan has delivered 1-year return 3.07%, 3-year CAGR 8.01%, 5-year CAGR 7.85%, since-inception CAGR 8.48%. Returns are historical and don't predict future performance — markets move in cycles.
What category does UTI Conservative Hybrid Fund - Direct Plan - Monthly Payment Plan belong to?+
UTI Conservative Hybrid Fund - Direct Plan - Monthly Payment Plan is categorised as Hybrid Schemes - Conservative Hybrid Fund. Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds.
How risky is UTI Conservative Hybrid Fund - Direct Plan - Monthly Payment Plan?+
Based on its 3-year annualised volatility of 3.9%, UTI Conservative Hybrid Fund - Direct Plan - Monthly Payment Plan sits in the "low" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.
Is UTI Conservative Hybrid Fund - Direct Plan - Monthly Payment Plan a direct plan?+
UTI Conservative Hybrid Fund - Direct Plan - Monthly Payment Plan is a Direct plan (no distributor commission — lower expense ratio).
How old is UTI Conservative Hybrid Fund - Direct Plan - Monthly Payment Plan?+
UTI Conservative Hybrid Fund - Direct Plan - Monthly Payment Plan has NAV history available from 15 Dec 2015 — approximately 11 years of track record and 2,591 daily NAV observations.
Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.