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UTI - Regular Saving Fund (Segregated - 17022020) - Direct Plan - Monthly Payment Option
Conservative Hybrid · Hybrid
UTI - Regular Saving Fund (Segregated - 17022020) - Direct Plan - Monthly Payment Option
SignalIQ View
Descriptive research · not a buy/sell recommendation
Sharpe (3Y)
0.9
Return per unit of risk · rf 6.5%
Sortino (3Y)
—
Downside-only Sharpe
Max Drawdown
-24.1%
Peak-to-trough · full history
Vol (3Y)
102.4%
Annualised σ of daily returns
Positive Days
100%
Smoothness proxy
This fund has delivered moderate risk-adjusted returns over the last 3 years (Sharpe 0.9). Its worst peak-to-trough drop over the full history was 24.1% (moderate drawdowns) between 2021-01-25 and 2021-01-27. About 100% of trading days closed up. Profile: smooth NAV path.
YTD
+0.0%
Calendar YTD
1 Year
+0.0%
Trailing 12 mo
3 Year
+0.0%
CAGR
5 Year
+32.5%
CAGR
10 Year
—
CAGR
Since Inception
—
CAGR (?y)
📈 NAV History
End-of-day NAV series from AMFI (via MFAPI.in).
🎯 Rolling-Return Consistency
Not enough NAV history yet to compute rolling windows. Fund needs at least 3 years on file.
🏁 Peer Comparison · Top in Conservative Hybrid
| Scheme | 1Y | 3Y CAGR | 5Y CAGR | Latest NAV |
|---|---|---|---|---|
|
Aditya Birla Sun Life Conservative Hybrid Active FOF
Aditya Birla Sun Life Mutual Fund
|
+4.0% | +9.3% | +8.8% | — |
|
Parag Parikh Conservative Hybrid Fund
PPFAS Mutual Fund
|
+5.0% | +9.2% | +9.4% | — |
|
HSBC Conservative Hybrid Fund
HSBC Mutual Fund
|
+2.0% | +9.0% | +7.7% | — |
|
ICICI Prudential Conservative Hybrid Fund
ICICI Prudential Mutual Fund
|
+2.9% | +8.7% | +8.4% | — |
|
Aditya Birla Sun Life Conservative Hybrid Fund
Aditya Birla Sun Life Mutual Fund
|
+4.5% | +8.7% | +8.1% | — |
|
Nippon India Conservative Hybrid Fund (Existing number of Segregated Portfolios - 1)
Nippon India Mutual Fund
|
+6.7% | +8.6% | +8.3% | — |
|
UTI - Regular Saving Fund (Segregated - 17022020) - Direct Plan - Monthly Payment Option (this fund)
UTI Mutual Fund
|
+0.0% | +0.0% | +32.5% | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future results. This page publishes descriptive rank-and-return analysis only — not personalised advice on which fund to buy. Trailing returns and rolling-window statistics are computed from AMFI's official daily NAV series. Research by Equity Alfa Analytics, SEBI Registered Research Analyst · INH000024985 · BSE RAASB Enlistment 6942.