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  • UTI Fixed Term Income Fund Series XXX - Plan VIII Growth

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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000

AUM (Fund size)

₹80 Cr

Lock In Period

N/A

Expense Ratio

0.34

Benchmark

CRISIL Composite Bond Fund Index

Exit Load

Nil

Summary

Latest details for UTI Fixed Term Income Fund Series XXX - Plan VIII Growth include a ₹13.202 NAV as of Apr 19,2022 and returns since inception of 23.49%. Minimum investments start at SIP ₹0. The UTI Fixed Term Income Fund Series XXX - Plan VIII Growth AUM is ₹80 Cr, with a lock-in of N/A years, expense ratio of 0.34%, and benchmark CRISIL Composite Bond Fund Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.30% returns, against a category average of -0.61% and a category best of 4.54%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.30-0.614.54
6M1.770.0512.55
1Y3.944.1416.20
3Y7.2912.3736.71

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2022-04-15
View allocation % by

1. NET CURRENT ASSETS93.72%

1. EXIM BANK6.28%

About Fund

UTI Fixed Term Income Fund Series XXX - Plan VIII Growth managed by UTI Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹80 Crore. The fund benchmarks its performance against the CRISIL Composite Bond Fund Index while maintaining an expense ratio of 0.34. 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
This FundSBI Fixed Maturity Plan (FMP) - Series 57 Growth0273.68 CR0.23
This FundICICI Prudential FMP S 84 - 1288 Days Plan E Growth053.48 CR0.29
This FundUTI Fixed Term Income Fund Series XXX - Plan VIII Growth079.62 CR0.34
Fund Name1Y3Y
This FundSBI Fixed Maturity Plan (FMP) - Series 57 Growth6.272523.4823
This FundICICI Prudential FMP S 84 - 1288 Days Plan E Growth3.939223.4829
This FundUTI Fixed Term Income Fund Series XXX - Plan VIII Growth3.942923.4882

FAQs

UTI Fixed Term Income Fund Series XXX - 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 XXX - Plan VIII Growth is 0.34. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI Fixed Term Income Fund Series XXX - Plan VIII Growth’s fund performance is as follows:
  • 1 Month : 0.30%
  • 6 Months : 1.77%
  • 1 Year : 3.94%
  • 3 Years : 7.29%
Returns of UTI Fixed Term Income Fund Series XXX - Plan VIII Growth are updated daily based on NAV of ₹ 13.202 as on Apr 19,2022. Since inception, the return has been 23.49%.

You can invest in UTI Fixed Term Income Fund Series XXX - 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 XXX - Plan VIII Growth is ₹80 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in UTI Fixed Term Income Fund Series XXX - Plan VIII 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