Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹10000
AUM (Fund size)
₹3 Cr
Lock In Period
N/A
Expense Ratio
0.52
Benchmark
N/A
Exit Load
1% if redeemed at anytime other than The Specified Transaction Period.
Summary
Latest details for UTI Fixed Income Interval Fund Series 2 - Qtrly Series 4 Growth include a ₹25.0959 NAV as of May 11,2022 and returns since inception of 10.05%. Minimum investments start at SIP ₹0. The UTI Fixed Income Interval Fund Series 2 - Qtrly Series 4 Growth AUM is ₹3 Cr, with a lock-in of N/A years, expense ratio of 0.52%, and benchmark N/A. Exit load is - 1% if redeemed at anytime other than The Specified Transaction Period.. In the growth review for 1M Month/Year, the fund recorded 0.27% returns, against a category average of -1.18% and a category best of 4.54%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.27 | -1.18 | 4.54 |
| 6M | 1.48 | 0.69 | 12.55 |
| 1Y | 2.87 | 3.09 | 16.20 |
| 3Y | 3.24 | 8.36 | 36.71 |
Portfolio Analysis
- Equity:
- Debt: 100.00%
- Others
As on: 2022-04-30
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About Fund
UTI Fixed Income Interval Fund Series 2 - Qtrly Series 4 Growth managed by ,is a Debt - FMPscheme with Assets Under Management of ₹3 Crore. The fund benchmarks its performance against the while maintaining an expense ratio of 0.52. Under the expert guidance of Mr. Sunil Patil ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Mr. Sunil Patil
Peer Comparison
FAQs
UTI Fixed Income Interval Fund Series 2 - Qtrly Series 4 Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of UTI Fixed Income Interval Fund Series 2 - Qtrly Series 4 Growth is 0.52. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
UTI Fixed Income Interval Fund Series 2 - Qtrly Series 4 Growth’s fund performance is as follows:
- 1 Month : 0.27%
- 6 Months : 1.48%
- 1 Year : 2.87%
- 3 Years : 3.24%
You can invest in UTI Fixed Income Interval Fund Series 2 - Qtrly Series 4 Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of UTI Fixed Income Interval Fund Series 2 - Qtrly Series 4 Growth is ₹3 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in UTI Fixed Income Interval Fund Series 2 - Qtrly Series 4 Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500