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UTI Fixed Term Income Fund Series XXX-III (1106 Days) - Regular Plan - Maturity IDCW

UTI · Sectoral
Very High
₹10.00
Current NAV
21 Sep 2021
-4.2%
1Y Return
—
3Y CAGR
21.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.21).
  • Very large asset base (AUM: ₹23,260 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Sectoral mandate.
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: Very High Risk
Low Moderate High Very High
Risk Metrics
1.21
Sharpe Ratio
0.81
Beta
0.21
Alpha
1.46
Sortino
Fund Details
Fund House UTI
Category Sectoral
AUM ₹23260 Cr
Expense Ratio 1.21%
Min SIP ₹500
Min Lumpsum ₹1000
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