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

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Showing Funds Performance since Sep 07, 2020

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

Min. investment

SIP ₹ & Lump. ₹5000

AUM (Fund size)

₹56 Cr

Lock In Period

N/A

Expense Ratio

0.31

Exit Load

Nil

Benchmark

Crisil Composite Bond Fund Index

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

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.25-1.374.54
6M1.810.6512.55
1Y5.692.8616.20
3Y6.308.5436.71

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2020-11-15
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About Fund UTI Fixed Term Income Fund Series XXVII - Plan X Growth

UTI Fixed Term Income Fund Series XXVII - Plan X Growth managed by UTI Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹56 Crore. The fund benchmarks its performance against the Crisil Composite Bond Fund Index while maintaining an expense ratio of 0.31. 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 23 Growth066 CR0.4
Franklin India FMP Series 4 - Plan D Growth041 CR0.1
UTI Fixed Term Income Fund Series XXVII - Plan X Growth055 CR0.31
Fund Name1Y3Y
This FundSBI Fixed Maturity Plan (FMP) - Series 23 Growth4.372520.0494
This FundFranklin India FMP Series 4 - Plan D Growth4.571120.103
This FundUTI Fixed Term Income Fund Series XXVII - Plan X Growth5.688420.125

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

UTI Fixed Term Income Fund Series XXVII - Plan X 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 X Growth is 0.31. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI Fixed Term Income Fund Series XXVII - Plan X Growth’s fund performance is as follows:
  • 1 Month : 0.25%
  • 6 Months : 1.81%
  • 1 Year : 5.69%
  • 3 Years : 6.30%
Returns of UTI Fixed Term Income Fund Series XXVII - Plan X Growth are updated daily based on NAV of ₹ 12.0173 as on Nov 24,2020. Since inception, the return has been 20.13%.

You can invest in UTI Fixed Term Income Fund Series XXVII - Plan X 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 X Growth is ₹56 crore. It changes based on market performance, inflows, and outflows.

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