UTI Fixed Term Income Fund Series XXX - Plan IV Growth Return
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Showing Funds Performance since Sep 07, 2020
UTI Fixed Term Income Fund Series XXX - Plan IV Growth Fund Overview
Min. investment
SIP ₹0 & Lump. ₹5000
AUM (Fund size)
₹133 Cr
Lock In Period
N/A
Expense Ratio
0.66
Exit Load
Nil
Benchmark
CRISIL Composite Bond Fund Index
Summary
UTI Fixed Term Income Fund Series XXX - Plan IV Growth NAV is ₹12.7392 as of 21 May, 2026. UTI Fixed Term Income Fund Series XXX - Plan IV Growth has delivered 27.11% returns since its launch. The minimum SIP investment amount in UTI Fixed Term Income Fund Series XXX - Plan IV Growth is ₹0. The AUM of UTI Fixed Term Income Fund Series XXX - Plan IV Growth is ₹133 Cr. The expense ratio of the fund is 0.66%, and its benchmark is CRISIL Composite Bond Fund Index. The current exit load of the fund is Nil. In the last 1M months, UTI Fixed Term Income Fund Series XXX - Plan IV Growth has delivered 0.30% returns.
UTI Fixed Term Income Fund Series XXX - Plan IV Growth Calculate Returns
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Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.30 | -1.68 | 4.54 |
| 6M | 2.28 | 0.27 | 12.55 |
| 1Y | 6.35 | 2.54 | 16.20 |
| 3Y | 8.33 | 8.48 | 36.71 |
Portfolio Analysis
- Equity:
- Debt: 100.00%
- Others
As on: 2021-10-15
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About Fund UTI Fixed Term Income Fund Series XXX - Plan IV Growth
UTI Fixed Term Income Fund Series XXX - Plan IV Growth managed by UTI Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹133 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| TRUSTMF Fixed Maturity Plan - Series II Growth | 0 | 64.92 CR | 0.56 |
| ICICI Prudential FMP S 82 - 1136 Days Plan P Growth | 0 | 759.5 CR | 0.39 |
| UTI Fixed Term Income Fund Series XXX - Plan IV Growth | 0 | 132.53 CR | 0.66 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundTRUSTMF Fixed Maturity Plan - Series II Growth | 7.2288 | 27.1057 |
| This FundICICI Prudential FMP S 82 - 1136 Days Plan P Growth | 8.8231 | 27.1067 |
| This FundUTI Fixed Term Income Fund Series XXX - Plan IV Growth | 6.3461 | 27.1124 |
UTI Fixed Term Income Fund Series XXX - Plan IV Growth FAQs
UTI Fixed Term Income Fund Series XXX - Plan IV 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 XXX - Plan IV 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 XXX - Plan IV Growth’s fund performance is as follows:
- 1 Month : 0.30%
- 6 Months : 2.28%
- 1 Year : 6.35%
- 3 Years : 8.33%
You can invest in UTI Fixed Term Income Fund Series XXX - Plan IV 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 XXX - Plan IV Growth is ₹133 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in UTI Fixed Term Income Fund Series XXX - Plan IV Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
