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

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

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

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

Min. investment

SIP ₹0 & Lump. ₹5000

AUM (Fund size)

₹233 Cr

Lock In Period

N/A

Expense Ratio

0.49

Exit Load

Nil

Benchmark

CRISIL Composite Bond Fund Index

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

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.32-1.494.54
6M7.470.3712.55
1Y14.442.7416.20
3Y6.628.3636.71

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

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
Union FMP - Series 13 Growth027.26 CR0.54
Nippon India Interval Fund - Quarterly Series 2 Growth07.23 CR0.17
UTI Fixed Term Income Fund Series XXIX - Plan XIII Growth0233.06 CR0.49
Fund Name1Y3Y
This FundUnion FMP - Series 13 Growth5.673621.1692
This FundNippon India Interval Fund - Quarterly Series 2 Growth5.90221.1819
This FundUTI Fixed Term Income Fund Series XXIX - Plan XIII Growth14.438921.1968

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