UTI Fixed Term Income Fund Series XXVII - Plan VIII Growth Return

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Showing Funds Performance since Sep 07, 2020

UTI Fixed Term Income Fund Series XXVII - Plan VIII Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹5000

AUM (Fund size)

₹30 Cr

Lock In Period

N/A

Expense Ratio

0.35

Exit Load

Nil

Benchmark

Crisil Composite Bond Fund Index

UTI Fixed Term Income Fund Series XXVII - Plan VIII Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.25-1.584.54
6M2.590.6012.55
1Y6.072.7016.20
3Y6.619.2136.71

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2020-09-30
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About Fund UTI Fixed Term Income Fund Series XXVII - Plan VIII Growth

UTI Fixed Term Income Fund Series XXVII - Plan VIII Growth managed by UTI Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹30 Crore. The fund benchmarks its performance against the Crisil Composite Bond Fund Index while maintaining an expense ratio of 0.35. 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 Fixed Maturity Plan (FMP) - Series 11 Growth0173 CR0.4
UTI Fixed Term Income Fund Series XXVII - Plan IV Growth072 CR0.27
UTI Fixed Term Income Fund Series XXVII - Plan VIII Growth030 CR0.35
Fund Name1Y3Y
This FundSBI Fixed Maturity Plan (FMP) - Series 11 Growth4.061121.1605
This FundUTI Fixed Term Income Fund Series XXVII - Plan IV Growth6.755821.163
This FundUTI Fixed Term Income Fund Series XXVII - Plan VIII Growth6.066321.1637

UTI Fixed Term Income Fund Series XXVII - Plan VIII Growth FAQs

UTI Fixed Term Income Fund Series XXVII - Plan VIII 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 XXVII - Plan VIII Growth is 0.35. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI Fixed Term Income Fund Series XXVII - Plan VIII Growth’s fund performance is as follows:
  • 1 Month : 0.25%
  • 6 Months : 2.59%
  • 1 Year : 6.07%
  • 3 Years : 6.61%
Returns of UTI Fixed Term Income Fund Series XXVII - Plan VIII Growth are updated daily based on NAV of ₹ 12.1658 as on Oct 13,2020. Since inception, the return has been 21.16%.

You can invest in UTI Fixed Term Income Fund Series XXVII - Plan VIII 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 XXVII - Plan VIII Growth is ₹30 crore. It changes based on market performance, inflows, and outflows.

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