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NAVs as of 20 Aug 2026

UTI Conservative Hybrid FundRegular · IDCWSBI Conservative Hybrid FundRegular · IDCWSBI Conservative Hybrid FundRegular · IDCWUTI Conservative Hybrid Fund - Regular Plan - Monthly PaymentRegular · IDCW4 of 4 funds

Comparing the maximum of 4. Replace which fund?

Growth of ₹100 (rebased over the selected window)

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Common period 03 Apr 2006 – 20 Aug 2026, limited by UTI Conservative Hybrid Fund. Every series is rebased to ₹100 at the start of this window.

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Growth of ₹100, sampled across the common period
Date	UTI Conservative Hybrid Fund	SBI Conservative Hybrid Fund	SBI Conservative Hybrid Fund	UTI Conservative Hybrid Fund - Regular Plan - Monthly Payment
03 Apr 2006	₹100.00	₹100.00	₹100.00	₹100.00
14 Dec 2007	₹109.82	₹104.99	₹109.49	₹123.35
26 Aug 2009	₹107.02	₹97.81	₹104.92	₹134.96
08 May 2011	₹107.55	₹98.03	₹108.20	₹152.79
17 Jan 2013	₹108.91	₹106.69	₹127.12	₹175.47
30 Sep 2014	₹117.14	₹107.52	₹124.68	₹214.68
11 Jun 2016	₹122.31	₹114.32	₹129.69	₹250.09
21 Feb 2018	₹128.34	₹115.98	₹140.94	₹291.23
04 Nov 2019	₹122.31	₹114.59	₹137.69	₹309.88
16 Jul 2021	₹128.46	₹138.62	₹169.09	₹363.58
28 Mar 2023	₹127.92	₹153.02	₹186.66	₹400.64
08 Dec 2024	₹146.10	₹192.70	₹235.07	₹506.49
20 Aug 2026	₹141.07	₹210.89	₹257.26	₹536.64

Portfolio overlap (same stocks held through more than one fund)

Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →

Percentage of each pair of funds' equity books held in the same stocks. Select a cell to list that pair's shared holdings below.
Overlap	UTI Conservative Hybrid Fund	SBI Conservative Hybrid Fund	SBI Conservative Hybrid Fund	UTI Conservative Hybrid Fund - Regular Plan - Monthly Payment
UTI Conservative Hybrid Fund	·
SBI Conservative Hybrid Fund	·	·
SBI Conservative Hybrid Fund	·	·	·
UTI Conservative Hybrid Fund - Regular Plan - Monthly Payment	·	·	·	·

0% → 60%+ sharedSelect a cell to list that pair's shared stocks.

UTI Conservative Hybrid Fund and UTI Conservative Hybrid Fund - Regular Plan - Monthly Payment duplicate 100% of their equity book — holding both adds concentration, not diversification.

Shared holdings — UTI Conservative Hybrid Fund vs UTI Conservative Hybrid Fund - Regular Plan - Monthly Payment

Stocks held by both UTI Conservative Hybrid Fund and UTI Conservative Hybrid Fund - Regular Plan - Monthly Payment, with each fund's weight and the weight they share.
Stock	UTI Conservative Hybrid Fund	UTI Conservative Hybrid Fund - Regular Plan - Monthly Payment
HDFC Bank Ltd	8.91%	8.91%	8.91%
ICICI Bank Ltd	6.42%	6.42%	6.42%
Bharti Airtel Ltd	4.32%	4.32%	4.32%
Axis Bank Ltd	4.10%	4.10%	4.10%
Kotak Mahindra Bank Ltd	3.85%	3.85%	3.85%
State Bank of India	3.59%	3.59%	3.59%
Mahindra & Mahindra Ltd	3.05%	3.05%	3.05%
Infosys Ltd	2.95%	2.95%	2.95%
Reliance Industries Ltd	2.70%	2.70%	2.70%
Maruti Suzuki India Ltd	2.36%	2.36%	2.36%
Tech Mahindra Ltd	2.23%	2.23%	2.23%
Phoenix Mills Ltd	1.96%	1.96%	1.96%
Power Grid Corporation of India Ltd	1.86%	1.86%	1.86%
Cipla Ltd	1.77%	1.77%	1.77%
Mphasis Ltd	1.72%	1.72%	1.72%

46 more stocks in common. 61 shared of 61 / 61 positions. Weights are shown as a share of each fund's equity book.

UTI Conservative Hybrid Fund, SBI Conservative Hybrid Fund, SBI Conservative Hybrid Fund, UTI Conservative Hybrid Fund - Regular Plan - Monthly Payment compared on return, risk, benchmark-relative, cost and portfolio metrics, against the Conservative Hybrid Fund median.
Metric	UTI Conservative Hybrid Fund UTI · Regular · IDCW NAV ₹16.94 Moderately High risk ★★★★☆	SBI Conservative Hybrid Fund SBI · Regular · IDCW NAV ₹22.14 Moderately High risk ★★★★★	SBI Conservative Hybrid Fund SBI · Regular · IDCW NAV ₹27.08 Moderately High risk ★★★★★	UTI Conservative Hybrid Fund - Regular Plan - Monthly Payment UTI · Regular · IDCW NAV ₹71.14 Moderately High risk ★★★★★	Category median Conservative Hybrid Fund · 33 funds

	-3.11%	+5.29%	+5.29%	+2.48%	-2.41%
	+2.04%	+8.51%	+8.51%	+7.95%	+0.81%
	+1.63%	+8.67%	+8.67%	+7.71%	+0.28%
	+1.09%	+5.97%	+6.56%	+7.45%Best in row	+0.14%
	+1.70%	+3.73%	+4.75%	+8.59%Best in row	+1.27%
	+1.01%	+8.17%	+8.17%	+7.00%	—

	+2.08%	+3.94%	+4.91%	+9.07%Best in row	+1.45%
	+1.91%	+3.80%	+4.78%	+8.92%Best in row	+1.39%
	+1.97%	+3.35%	+4.29%	+8.98%Best in row	+1.29%
Risk
	4.19%	3.61%	3.61%	3.87%	4.50%
	-1.06	0.56	0.56	0.37	-1.09
	-1.34	0.77	0.77	0.52	-1.35
	-20.94%	-16.77%	-14.56%	-14.59%	-20.94%

	1.85%	1.48%	1.48%	1.29%Best in row	1.80%
	₹1,413Cr	₹9,722Cr	₹9,722Cr	₹1.31Cr	₹861.39Cr
	₹2.02K	₹500	₹500	₹500	—
	₹2.02K	₹5.00K	₹5.00K	₹5.00K	—
	22%	236%	236%	22%	22%
	Sunil Patil	Pradeep Kesavan	Pradeep Kesavan	Amit Kumar Premchandani · 4.6y	—

	61	39	39	61	—
	10.4%	12.5%	12.5%	10.4%	—
	2.7%	1.5%	1.5%	2.7%	—

8 rows carry the same value for every fund — show

Benchmark: —
Alpha: —
Beta: —
Upside capture: —
Downside capture: —
Exit load: Up to 1.00%
Lock-in: None
Inception: 03 Apr 2006

Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.