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UTI Fixed Term Income Fund Series XXIX - Plan I Growth Return

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Showing Funds Performance since Sep 07, 2020

UTI Fixed Term Income Fund Series XXIX - Plan I Growth Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000

AUM (Fund size)

₹171 Cr

Lock In Period

N/A

Expense Ratio

0.62

Exit Load

Nil

Benchmark

Crisil Composite Bond Fund Index

Summary

UTI Fixed Term Income Fund Series XXIX - Plan I Growth NAV is ₹12.3558 as of 2 Jun, 2026. UTI Fixed Term Income Fund Series XXIX - Plan I Growth has delivered 24.38% returns since its launch. The minimum SIP investment amount in UTI Fixed Term Income Fund Series XXIX - Plan I Growth is ₹0. The AUM of UTI Fixed Term Income Fund Series XXIX - Plan I Growth is ₹171 Cr. The expense ratio of the fund is 0.62%, and its benchmark is Crisil Composite Bond Fund Index. The current exit load of the fund is Nil. In the last 1M months, UTI Fixed Term Income Fund Series XXIX - Plan I Growth has delivered 0.34% returns.

UTI Fixed Term Income Fund Series XXIX - Plan I Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.34-1.684.54
6M3.570.2712.55
1Y8.552.5316.20
3Y7.548.4836.71

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2021-05-15
View allocation % by

1. NET CURRENT ASSETS18.71%
2. RESERVE BANK OF INDIAMATURING 08/04/202111.36%
3. JM FINANCIAL ASSET RECONSTRUCTION CO LTD10.44%
4. KKR INDIA FINANCIAL SERVICES PVT LTD10.31%
5. IIFL HOME FINANCE LTD10.21%
6. EDELWEISS RURAL & CORPORATE SERVICES LTD9.71%
7. TALWANDI SABO POWER LIMITED8.14%
8. RESERVE BANK OF INDIAMATURING 24/05/20212.97%
9. RESERVE BANK OF INDIAMATURING 27/03/20212.36%
10. RESERVE BANK OF INDIAMATURING 24/02/20211.18%
11. RESERVE BANK OF INDIAMATURING 31/03/20210.89%
12. SMALL INDST. DEV. BANK OF INDIA0.18%

1. VEDANTA LTD6.99%

1. INDIAN RAILWAYS FIN CORPN LTD.3.33%
2. INDOSTAR CAPITAL FINANCE LTD.1.17%

1. U P POWER CORPORATION LTD2.05%

About Fund UTI Fixed Term Income Fund Series XXIX - Plan I Growth

UTI Fixed Term Income Fund Series XXIX - Plan I Growth managed by UTI Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹171 Crore. The fund benchmarks its performance against the Crisil Composite Bond Fund Index while maintaining an expense ratio of 0.62. 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
UTI Fixed Term Income Fund Series XXIX - Plan I Growth0170.81 CR0.62
Fund Name1Y3Y
This FundUTI Fixed Term Income Fund Series XXIX - Plan I Growth8.54724.3827

UTI Fixed Term Income Fund Series XXIX - Plan I Growth FAQs

UTI Fixed Term Income Fund Series XXIX - Plan I 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 I Growth is 0.62. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI Fixed Term Income Fund Series XXIX - Plan I Growth’s fund performance is as follows:
  • 1 Month : 0.34%
  • 6 Months : 3.57%
  • 1 Year : 8.55%
  • 3 Years : 7.54%
Returns of UTI Fixed Term Income Fund Series XXIX - Plan I Growth are updated daily based on NAV of ₹ 12.3558 as on May 25,2021. Since inception, the return has been 24.38%.

You can invest in UTI Fixed Term Income Fund Series XXIX - Plan I 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 I Growth is ₹171 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in UTI Fixed Term Income Fund Series XXIX - Plan I Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.