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UTI Fixed Term Income Fund Series XXIX-VIII (1127 days) - Direct Plan - Growth Option

UTI · Equity Fund
High
₹12.77
Current NAV
15 Jul 2021
4.2%
1Y Return
8.2%
3Y CAGR
20.9%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.69%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.99).
  • Generates significant excess returns relative to benchmark index (Alpha: 3.49).
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.99
Sharpe Ratio
1.29
Beta
3.49
Alpha
2.77
Sortino
Fund Details
Fund House UTI
Category Equity Fund
AUM ₹6040 Cr
Expense Ratio 0.69%
Min SIP ₹500
Min Lumpsum ₹1000
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