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

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Showing Funds Performance since Sep 07, 2020

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

Min. investment

SIP ₹ & Lump. ₹5000

AUM (Fund size)

₹154 Cr

Lock In Period

N/A

Expense Ratio

0.66

Exit Load

Nil

Benchmark

Crisil Composite Bond Fund Index

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

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-4.66-1.374.54
6M-1.780.6512.55
1Y3.162.8616.20
3Y2.568.5436.71

Portfolio Analysis

  • Equity:
  • Debt: 99.99%
  • Others
As on: 2021-04-15
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About Fund UTI Fixed Term Income Fund Series XXVIII - Plan X Growth

UTI Fixed Term Income Fund Series XXVIII - Plan X Growth managed by UTI Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹154 Crore. The fund benchmarks its performance against the Crisil Composite Bond Fund Index while maintaining an expense ratio of 0.66. 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
PGIM India Fixed Duration Fund - Series AZ Growth022 CR0.6
UTI Fixed Term Income Fund Series XXVIII - Plan X Growth0154 CR0.66
Fund Name1Y3Y
This FundPGIM India Fixed Duration Fund - Series AZ Growth4.28796.8903
This FundUTI Fixed Term Income Fund Series XXVIII - Plan X Growth3.15617.8639

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

UTI Fixed Term Income Fund Series XXVIII - 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 XXVIII - Plan X Growth is 0.66. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI Fixed Term Income Fund Series XXVIII - Plan X Growth’s fund performance is as follows:
  • 1 Month : -4.66%
  • 6 Months : -1.78%
  • 1 Year : 3.16%
  • 3 Years : 2.56%
Returns of UTI Fixed Term Income Fund Series XXVIII - Plan X Growth are updated daily based on NAV of ₹ 10.8578 as on May 04,2021. Since inception, the return has been 7.86%.

You can invest in UTI Fixed Term Income Fund Series XXVIII - 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 XXVIII - Plan X Growth is ₹154 crore. It changes based on market performance, inflows, and outflows.

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