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

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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000

AUM (Fund size)

₹102 Cr

Lock In Period

N/A

Expense Ratio

0.54

Benchmark

Crisil Composite Bond Fund Index

Exit Load

Nil

Summary

Latest details for UTI Fixed Term Income Fund Series XXIX - Plan III Growth include a ₹11.2815 NAV as of Jun 22,2021 and returns since inception of 12.14%. Minimum investments start at SIP ₹0. The UTI Fixed Term Income Fund Series XXIX - Plan III Growth AUM is ₹102 Cr, with a lock-in of N/A years, expense ratio of 0.54%, and benchmark Crisil Composite Bond Fund Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.25% returns, against a category average of -1.68% and a category best of 4.54%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.25-1.684.54
6M2.870.2812.55
1Y7.702.5616.20
3Y3.898.5136.71

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2021-06-15
View allocation % by

1. NET CURRENT ASSETS96.55%
2. RESERVE BANK OF INDIAMATURING 22/06/20213.45%

About Fund

UTI Fixed Term Income Fund Series XXIX - Plan III Growth managed by UTI Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹102 Crore. The fund benchmarks its performance against the Crisil Composite Bond Fund Index while maintaining an expense ratio of 0.54. 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 FundUTI Fixed Income Interval Fund - Annual Series 4 Growth04.77 CR0.17
This FundNippon India Fixed Horizon Fund XXXIII - Series 9 Growth099.53 CR0.1
This FundUTI Fixed Term Income Fund Series XXIX - Plan III Growth0102.13 CR0.54
Fund Name1Y3Y
This FundUTI Fixed Income Interval Fund - Annual Series 4 Growth3.224312.008
This FundNippon India Fixed Horizon Fund XXXIII - Series 9 Growth4.882112.0641
This FundUTI Fixed Term Income Fund Series XXIX - Plan III Growth7.696212.1388

FAQs

UTI Fixed Term Income Fund Series XXIX - Plan III 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 III Growth is 0.54. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI Fixed Term Income Fund Series XXIX - Plan III Growth’s fund performance is as follows:
  • 1 Month : 0.25%
  • 6 Months : 2.87%
  • 1 Year : 7.70%
  • 3 Years : 3.89%
Returns of UTI Fixed Term Income Fund Series XXIX - Plan III Growth are updated daily based on NAV of ₹ 11.2815 as on Jun 22,2021. Since inception, the return has been 12.14%.

You can invest in UTI Fixed Term Income Fund Series XXIX - Plan III 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 III Growth is ₹102 crore. It changes based on market performance, inflows, and outflows.

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