UTI Conservative Hybrid Fund Direct Growth

Scheme code: INF789F01UJ7 NAV value: ₹ 72.9540 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Hybrid Asset category: Conservative Hybrid Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year7.9619.5814.2612.82
3 year6.3914.9110.249.27
5 year4.2714.038.248.22
7 year7.1310.378.718.59
10 year8.4510.479.589.25
12 year9.7010.059.859.44

Rolling return for 1 year

- Average return: 14.26% - Median return: 14.62% - Average standard deviation: 1.38

Rolling return for 3 year

- Average return: 10.24% - Median return: 9.98% - Average standard deviation: 0.54

Rolling return for 5 year

- Average return: 8.24% - Median return: 8.1% - Average standard deviation: 0.29

Rolling return for 7 year

- Average return: 8.71% - Median return: 8.61% - Average standard deviation: 0.22

Rolling return for 10 year

- Average return: 9.58% - Median return: 9.61% - Average standard deviation: 0.15

Rolling return for 12 year

- Average return: 9.85% - Median return: 9.84% - Average standard deviation: 0.1

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00012,72,63372,6336.06
3 year36,00,00041,74,1175,74,1175.06
5 year60,00,00074,58,31514,58,3154.45
7 year84,00,0001,12,97,28528,97,2854.32
10 year1,20,00,0001,90,77,90970,77,9094.75
12 year1,44,00,0002,58,70,8831,14,70,8835.00

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,72,633 - Absolute Returns: ₹72,633 - CAGR: 6.06%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹41,74,117 - Absolute Returns: ₹5,74,117 - CAGR: 5.06%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹74,58,315 - Absolute Returns: ₹14,58,315 - CAGR: 4.45%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,12,97,285 - Absolute Returns: ₹28,97,285 - CAGR: 4.32%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,90,77,909 - Absolute Returns: ₹70,77,909 - CAGR: 4.75%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,58,70,883 - Absolute Returns: ₹1,14,70,883 - CAGR: 5%