UTI - Regular Saving Fund (Segregated - 17022020) - Regular Plan - Growth Option

Mutual Fund · Hybrid Scheme - Conservative Hybrid Fund · As of 18 Oct 2026, 6:04 pm

Middle-of-the-road. Nothing alarming, nothing exceptional in the numbers available here. A peer comparison within the same category will tell you more than this snapshot alone.

DalalBaazaar Score

54/ 100

Moderate

Weighted across five categories. Every point is explained below.

Investment Checklist

2 / 3 checks passed

✓ Decent risk-adjusted return (Sharpe ≥ 0.5)
✗ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)

NAV history

Key Metrics

Latest NAV

₹3.84

As of

27 Jan 2022

Fund History Available

1.9 yrs

5Y Return (CAGR)

15002.6%

Annualized Volatility

212.3%

High volatility

Sharpe Ratio (est.)

0.68

Moderate

Max Drawdown

-24.3%

Notable drop seen

Category Peer Comparison

Scheme	1Y Return
SBI CONSERVATIVE HYBRID FUND - Direct Plan - Growth	3.7%
DSP Conservative Hybrid Fund - Direct Plan - Growth	2.3%
HSBC Conservative Hybrid Fund - Direct Plan - Growth	1.0%
BANDHAN CONSERVATIVE HYBRID FUND - Direct Plan - Growth	1.6%

SIP / Lumpsum Calculator

Total Invested

₹6,00,000

Estimated Maturity Value

₹2,29,92,95,76,12,46,323

Estimated Gain

₹2,29,92,95,76,06,46,323

Watch Items

Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.