Which funds are similar to UTI Conservative Hybrid Fund Segregated Portfolio Direct-Growth?
Funds similar to UTI Conservative Hybrid Fund Segregated Portfolio Direct-Growth in the Hybrid: Conservative Hybrid category include SBI Conservative Hybrid Fund Direct-Growth, Parag Parikh Conservative Hybrid Fund Direct-Growth, and ICICI Prudential Regular Savings Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of UTI Conservative Hybrid Fund Segregated Portfolio Direct-Growth in its category?
The category rank of UTI Conservative Hybrid Fund Segregated Portfolio Direct-Growth is shown in the Trailing Returns section above.
How does UTI Conservative Hybrid Fund Segregated Portfolio Direct-Growth's expense ratio compare to similar funds?
UTI Conservative Hybrid Fund Segregated Portfolio Direct-Growth has an expense ratio of 1.21%. The peers SBI Conservative Hybrid Fund Direct-Growth has an expense ratio of 0.98% and Parag Parikh Conservative Hybrid Fund Direct-Growth has 0.30%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does UTI Conservative Hybrid Fund Segregated Portfolio Direct-Growth's AUM compare to similar funds?
UTI Conservative Hybrid Fund Segregated Portfolio Direct-Growth has an AUM of ₹46.18 crore. The peers SBI Conservative Hybrid Fund Direct-Growth has an AUM of ₹10,144.7 crore and Parag Parikh Conservative Hybrid Fund Direct-Growth has ₹3,418.9 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Hybrid: Conservative Hybrid?
The top performing fund in the Hybrid: Conservative Hybrid category on a 3-year basis is SBI Childrens Fund - Savings Plan Direct-Growth with a CAGR of 12.54% as of 26 Jan 2022. UTI Conservative Hybrid Fund Segregated Portfolio Direct-Growth has delivered - CAGR over the same period. You can view and compare the full category ranking on sharpely.
How does UTI Conservative Hybrid Fund Segregated Portfolio Direct-Growth rank in risk-adjusted returns vs peers?
The Sharpe ratio of UTI Conservative Hybrid Fund Segregated Portfolio Direct-Growth is shown in the Alpha, Beta & Sharpe section on the Performance tab.
