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  • UTI Fixed Term Income Fund Series XXIX - Plan XIII Growth

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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000

AUM (Fund size)

₹233 Cr

Lock In Period

N/A

Expense Ratio

0.49

Benchmark

CRISIL Composite Bond Fund Index

Exit Load

Nil

Summary

Latest details for UTI Fixed Term Income Fund Series XXIX - Plan XIII Growth include a ₹12.1747 NAV as of Aug 12,2021 and returns since inception of 21.20%. Minimum investments start at SIP ₹0. The UTI Fixed Term Income Fund Series XXIX - Plan XIII Growth AUM is ₹233 Cr, with a lock-in of N/A years, expense ratio of 0.49%, and benchmark CRISIL Composite Bond Fund Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.32% returns, against a category average of -1.53% and a category best of 4.54%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.32-1.534.54
6M7.470.3212.55
1Y14.442.8616.20
3Y6.629.3836.71

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2021-07-31
View allocation % by

1. NET CURRENT ASSETS85.10%
2. JM FINANCIAL ASSET RECONSTRUCTION CO LTD10.82%
3. RESERVE BANK OF INDIAMATURING 10/08/20213.22%

1. REC LTD0.86%

About Fund

UTI Fixed Term Income Fund Series XXIX - Plan XIII Growth managed by UTI Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹233 Crore. The fund benchmarks its performance against the CRISIL Composite Bond Fund Index while maintaining an expense ratio of 0.49. Under the expert guidance of 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

Sunil Patil

Mr. Sunil Patil is an M.Com, MFM and is a certified CA LLB-I. Mr. Patil has total experience of 16 years with UTI in primary market investment and dealing and 7 years experience in fund management.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundSBI Fixed Maturity Plan (FMP) - Series 18 Growth0111.92 CR0.4
This FundUnion FMP - Series 13 Growth027.26 CR0.49
This FundUTI Fixed Term Income Fund Series XXIX - Plan XIII Growth0233.06 CR0.49
Fund Name1Y3Y
This FundSBI Fixed Maturity Plan (FMP) - Series 18 Growth3.990221.1685
This FundUnion FMP - Series 13 Growth5.673621.1692
This FundUTI Fixed Term Income Fund Series XXIX - Plan XIII Growth14.438921.1968

FAQs

UTI Fixed Term Income Fund Series XXIX - Plan XIII 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 Term Income Fund Series XXIX - Plan XIII Growth is 0.49. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI Fixed Term Income Fund Series XXIX - Plan XIII Growth’s fund performance is as follows:
  • 1 Month : 0.32%
  • 6 Months : 7.47%
  • 1 Year : 14.44%
  • 3 Years : 6.62%
Returns of UTI Fixed Term Income Fund Series XXIX - Plan XIII Growth are updated daily based on NAV of ₹ 12.1747 as on Aug 12,2021. Since inception, the return has been 21.20%.

You can invest in UTI Fixed Term Income Fund Series XXIX - Plan XIII 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 Term Income Fund Series XXIX - Plan XIII Growth is ₹233 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in UTI Fixed Term Income Fund Series XXIX - Plan XIII 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