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UTI FTIF SERIES XXVIII - PLAN II (1210 DAYS) - Regular Plan - Maturity IDCW

UTI · Sectoral
Very High
₹10.00
Current NAV
06 Apr 2021
-9.0%
1Y Return
-0.7%
3Y CAGR
17.5%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Sectoral mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.05%) which can affect compounding over long horizons.
  • 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: Very High Risk
Low Moderate High Very High
Risk Metrics
0.85
Sharpe Ratio
0.45
Beta
1.85
Alpha
0.98
Sortino
Fund Details
Fund House UTI
Category Sectoral
AUM ₹5900 Cr
Expense Ratio 2.05%
Min SIP ₹500
Min Lumpsum ₹1000
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