Home Funds UTI FTIF Series XXVIII-V (1190 Days) Direct Plan -

UTI FTIF Series XXVIII-V (1190 Days) Direct Plan - Growth Option

UTI · Equity Fund
High
₹11.59
Current NAV
15 Apr 2021
15.4%
1Y Return
12.4%
3Y CAGR
16.4%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.44%.
  • Generates significant excess returns relative to benchmark index (Alpha: 5.34).
  • Very large asset base (AUM: ₹15,890 Cr) indicating high investor trust and liquidity.
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
0.84
Sharpe Ratio
0.74
Beta
5.34
Alpha
0.96
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Fund Details
Fund House UTI
Category Equity Fund
AUM ₹15890 Cr
Expense Ratio 0.44%
Min SIP ₹500
Min Lumpsum ₹1000
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