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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹5000
AUM (Fund size)
₹564 Cr
Lock In Period
N/A
Expense Ratio
0.53
Benchmark
Crisil Composite Bond Fund Index
Exit Load
Nil
Summary
Latest details for UTI Fixed Term Income Fund Series XXVIII - Plan XIII Growth include a ₹12.0578 NAV as of May 04,2021 and returns since inception of 20.28%. Minimum investments start at SIP ₹0. The UTI Fixed Term Income Fund Series XXVIII - Plan XIII Growth AUM is ₹564 Cr, with a lock-in of N/A years, expense ratio of 0.53%, and benchmark Crisil Composite Bond Fund Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
- Equity:
- Debt:
- Others
As on: 2021-04-15
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About Fund
UTI Fixed Term Income Fund Series XXVIII - Plan XIII Growth managed by UTI Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹564 Crore. The fund benchmarks its performance against the Crisil Composite Bond Fund Index while maintaining an expense ratio of 0.53. 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundNippon India Interval Fund - Quarterly Series 3 Growth | 0 | 2.74 CR | 1 |
| This FundUTI Fixed Term Income Fund Series XXVIII - Plan XIII Growth | 0 | 563.55 CR | 0.53 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundNippon India Interval Fund - Quarterly Series 3 Growth | 5.6683 | 20.2565 |
| This FundUTI Fixed Term Income Fund Series XXVIII - Plan XIII Growth | 7.6349 | 20.2797 |
FAQs
UTI Fixed Term Income Fund Series XXVIII - 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 XXVIII - Plan XIII Growth is 0.53. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
UTI Fixed Term Income Fund Series XXVIII - Plan XIII Growth’s fund performance is as follows:
- 1 Month : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
You can invest in UTI Fixed Term Income Fund Series XXVIII - 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 XXVIII - Plan XIII Growth is ₹564 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in UTI Fixed Term Income Fund Series XXVIII - Plan XIII 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