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

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Showing Funds Performance since Sep 07, 2020

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

Min. investment

SIP ₹0 & Lump. ₹5000

AUM (Fund size)

₹69 Cr

Lock In Period

N/A

Expense Ratio

0.25

Exit Load

Nil

Benchmark

Crisil Composite Bond Fund Index

Summary

UTI Fixed Term Income Fund Series XXIX - Plan IV Growth NAV is ₹13.3945 as of 30 May, 2026. UTI Fixed Term Income Fund Series XXIX - Plan IV Growth has delivered 22.64% returns since its launch. The minimum SIP investment amount in UTI Fixed Term Income Fund Series XXIX - Plan IV Growth is ₹0. The AUM of UTI Fixed Term Income Fund Series XXIX - Plan IV Growth is ₹69 Cr. The expense ratio of the fund is 0.25%, 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 IV Growth has delivered 0.29% returns.

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

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.290.524.54
6M1.761.8012.55
1Y3.935.2616.20
3Y7.0416.9936.71

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2022-03-15
View allocation % by

1. NET CURRENT ASSETS87.65%
2. TATA SONS PVT LTD7.26%
3. RESERVE BANK OF INDIAMATURING 30/03/20222.91%

1. NATIONAL HIGHWAYS AUTHORITY OF INDIA2.18%

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

UTI Fixed Term Income Fund Series XXIX - Plan IV Growth managed by UTI Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹69 Crore. The fund benchmarks its performance against the Crisil Composite Bond Fund Index while maintaining an expense ratio of 0.25. 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
SBI Debt Fund Series - C - 9 Growth0260.38 CR0.43
UTI Fixed Term Income Fund Series XXIX - Plan IV Growth069 CR0.25
Fund Name1Y3Y
This FundSBI Debt Fund Series - C - 9 Growth5.891522.6337
This FundUTI Fixed Term Income Fund Series XXIX - Plan IV Growth3.929222.6412

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

UTI Fixed Term Income Fund Series XXIX - Plan IV 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 IV Growth is 0.25. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI Fixed Term Income Fund Series XXIX - Plan IV Growth’s fund performance is as follows:
  • 1 Month : 0.29%
  • 6 Months : 1.76%
  • 1 Year : 3.93%
  • 3 Years : 7.04%
Returns of UTI Fixed Term Income Fund Series XXIX - Plan IV Growth are updated daily based on NAV of ₹ 13.3945 as on Apr 05,2022. Since inception, the return has been 22.64%.

You can invest in UTI Fixed Term Income Fund Series XXIX - Plan IV 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 IV Growth is ₹69 crore. It changes based on market performance, inflows, and outflows.

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