Home› Funds› UTI FTIF SERIES XXVIII - PLAN I (1230 DAYS) - Dire

UTI FTIF SERIES XXVIII - PLAN I (1230 DAYS) - Direct Plan - Quarterly IDCW

UTI · Equity Fund
High
₹9.78
Current NAV
06 Apr 2021
-3.4%
1Y Return
-1.1%
3Y CAGR
12.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.7%.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Equity Fund mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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
0.80
Sharpe Ratio
0.70
Beta
-0.70
Alpha
0.88
Sortino
Fund Details
Fund House UTI
Category Equity Fund
AUM ₹3850 Cr
Expense Ratio 0.70%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Equity Fund
UTI Regular Saving Fund ( Segregated - 17022020) - Direct Plan - Flexi IDCW
UTI
₹3.41 339.0%
UTI - Regular Saving Fund (Segregated - 17022020) - Direct Plan - Monthly Payment Option
UTI
₹4.01 339.0%
UTI Regular Saving Fund ( Segregated - 17022020) - Direct Plan - Monthly IDCW
UTI
₹1.45 339.0%
UTI - Regular Saving Fund (Segregated - 17022020) - Direct Plan - Growth Option
UTI
₹4.08 339.0%