UTI Bond Fund Regular Plan Growth-0.19%

2Groww
-3.12%
1 Year Return
Debt
Medium to Long Duration
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

UTI Bond Fund Regular Plan Growth

RiskModerate
Min SIP Amount₹500
Expense Ratio1.55%
NAV50.42 (13 Sep 2019)
Fund Started04 May 1998
Fund Size597 Cr

Returns

1Y
3Y*
5Y*
Since inception*
UTI Bond Fund Regular Plan Growth
-3.1%
2.2%
5.8%
7.9%
Category Average
9.5%
6.2%
8.2%
-
Rank within category
14
13
13
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -3.1% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. Higher expense ratio
    4. 1Y Returns are lower than the benchmark
    5. 3Y Returns are lower than the benchmark
    6. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Uttar Pradesh Power Corporation LtdEngineeringBonds0.7%
    See All

    Fund Managers

    addAmandeep Singh Chopra
    Education
    Mr. Chopra is a B.Sc. from St.Stephen's College and an MBA from FMS, Delhi.
    Experience
    He has been with associated with UTI AMC for over two decades.
    Funds Managed

    Other Details

    UTI Bond Fund Regular Plan Growth is a Debt Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was introduced to investors on 04 May 1998. Amandeep Chopra is the Current Fund Manager of UTI Bond Fund Regular Plan Growth.The fund currently has an Asset Under Management(AUM) of ₹597 Cr and the Latest NAV as of 13 Sep 2019 is ₹50.42.

    The UTI Bond Fund Regular Plan Growth is rated Moderate risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 1000. Exit load of 3% if redeemed before 3 months, 2% if redeemed within 3 months but before 6 months, 1% if redeemed within 6 months but before 1 year..

    Investment Objective

    The Scheme will retain the flexibility to invest in the entire range of debt and money market instruments. The flexibility is being retained to adjust the portfolio in response to a change in the risk to return equation for asset classes under investment, with a view to maintain risks within manageable limits.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    Scheme Information Document(SID)

    ₹1000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 3% if redeemed before 3 months, 2% if redeemed within 3 months but before 6 months, 1% if redeemed within 6 months but before 1 year.
    Exit Load

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    About UTI Mutual Fund

    Address
    UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai 400051
    Phone
    022-66786666
    Launch Date
    31 Jan 2003
    Website
    NA
    UTI Mutual Fund
    Asset Management Company
    Custodian
    Stock Holding Corp. of India Ltd.
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
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    + ₹1,000
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