NRI from all over the world (including U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹66.24
0.42%
NAV as on 23 Nov 24, 12:00 AM
moderately high risk
conservative allocation
debt
NAV as on 23 Nov 24, 12:00 AM
moderately high risk
conservative allocation
debt
14.31%p.a.
Last 1Y
8.46%p.a.
Last 3Y
9.95%p.a.
Last 5Y
9.49%p.a.
Since Inception
About UTI Conservative Hybrid Fund Regluar Plan Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the UTI Conservative Hybrid Fund Regluar Plan Growth scheme from UTI Asset Management Co Ltd. It is a Conservative Allocation mutual fund scheme that predominantly invests in Conservative Allocation stocks of companies. Launched on Dec 2003, UTI Conservative Hybrid Fund Regluar Plan Growth is Conservative Allocation fund of its category with 1,645.46 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Conservative Allocation funds.
- UTI Conservative Hybrid Fund Regluar Plan Growth delivered 14.3% annual returns during the last year. It has delivered 9.5% average annual returns since the fund was launched.
- UTI Conservative Hybrid Fund Regluar Plan Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in debt
Fund Objective
The primary objective of the scheme is to invest predominantly in debt and money market instruments and part of the portfolio into equity/equity related securities with a view to generating income and aim for capital appreciation. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Top 10 Holdings
7.18% Govt Stock 2037
16.50%
7.18% Govt Stock 2033
13.03%
7.1% Govt Stock 2034
6.19%
Rural Electrification Corporation Limited
4.68%
Power Finance Corporation Ltd.
4.65%
7.34% Govt Stock 2064
3.49%
7.23% Govt Stock 2039
3.14%
HDFC Bank Limited
3.13%
HDFC Bank Limited
3.10%
LIC Housing Finance Limited
3.07%
Fund Managers
- Amit Premchandani (Jan 2022 - Present)
- Jaydeep Bhowal (Apr 2023 - Present)
Key Information
View Scheme Document
UTI Conservative Hybrid Fund Regluar Plan Growth SIP Calculator
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NRI Mutual Fund Tax on UTI Conservative Hybrid Fund Regluar Plan Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in UTI Conservative Hybrid Fund Regluar Plan Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in UTI Conservative Hybrid Fund Regluar Plan Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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