UTI Conservative Hybrid Fund
Direct · Growth ₹77.51
18 Aug 2026
NAV
9.4%
3Y CAGR
9.1%
5Y CAGR
9.3%
10Y CAGR
9.3%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
5.39
Sharpe
-14.4%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
1.27%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.51 L | 10.0% | -22.8% | 29.5% |
| 3 Years | ₹36.00 L | ₹41.52 L | 9.2% | -5.8% | 15.5% |
| 5 Years | ₹60.00 L | ₹74.59 L | 8.8% | -0.0% | 13.1% |
| 7 Years | ₹84.00 L | ₹1.14 Cr | 8.7% | 3.4% | 11.3% |
| 10 Years | ₹1.20 Cr | ₹1.90 Cr | 9.1% | 7.9% | 10.2% |
| 12 Years | ₹1.44 Cr | ₹2.57 Cr | 9.2% | 8.1% | 9.9% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 10.0% | 9.6% |
| 3 Years | 9.2% | 9.2% |
| 5 Years | 8.8% | 8.7% |
| 7 Years | 8.7% | 8.7% |
| 10 Years | 9.1% | 8.8% |
| 12 Years | 9.2% | 8.9% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 9.9% | 9.6% | -12.3% | 29.6% | 0.52 | 1.27 | 97% | — | — |
| 3 Years | 9.4% | 9.7% | 0.5% | 16.3% | 1.09 | 3.21 | 100% | — | — |
| 5 Years | 9.1% | 8.7% | 3.8% | 13.9% | 1.34 | 9.94 | 100% | — | — |
| 10 Years | 9.3% | 9.3% | 8.2% | 10.4% | 5.39 | — | 100% | — | — |
-14.4%
Max Drawdown
2 mo
Drawdown Duration
5 mo
Recovery Time
-1.0%
Avg Drawdown
Calmar Ratio by Duration
0.69
1Y
0.65
3Y
0.63
5Y
0.61
7Y
0.64
10Y
0.68
12Y