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UTI - Fixed Term Income Fund Series XXX-XIII (1224 Days) - Direct Plan - Growth Option

UTI · Equity Fund
High
₹13.15
Current NAV
19 Apr 2022
6.5%
1Y Return
8.3%
3Y CAGR
13.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.24%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.54).
  • Well-diversified portfolio aligned with the Equity Fund 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: High Risk
Low Moderate High Very High
Risk Metrics
1.54
Sharpe Ratio
0.84
Beta
-0.96
Alpha
1.91
Sortino
Fund Details
Fund House UTI
Category Equity Fund
AUM ₹8090 Cr
Expense Ratio 0.24%
Min SIP ₹500
Min Lumpsum ₹1000
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