How to Invest in UTI Annual Interval Fund Series IV Reg Growth?

You can easily invest in UTI Annual Interval Fund Series IV Reg Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for UTI Annual Interval Fund Series IV Reg Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in UTI Annual Interval Fund Series IV Reg Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does UTI Annual Interval Fund Series IV Reg Growth provide?

The UTI Annual Interval Fund Series IV Reg Growth has been there from 14 Nov 2007 and the average annual returns provided by this fund is 3.22% since its inception.

How much expense ratio is charged by UTI Annual Interval Fund Series IV Reg Growth?

The term Expense Ratio used for UTI Annual Interval Fund Series IV Reg Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of UTI Annual Interval Fund Series IV Reg Growth is 0.17% as of 22 Dec 2024...

What is the AUM of UTI Annual Interval Fund Series IV Reg Growth?

The AUM, short for Assets Under Management of UTI Annual Interval Fund Series IV Reg Growth is ₹4.77Cr as of 22 Dec 2024.

How to Redeem UTI Annual Interval Fund Series IV Reg Growth?

If you want to sell your UTI Annual Interval Fund Series IV Reg Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of UTI Annual Interval Fund Series IV Reg Growth?

You can select either SIP or Lumpsum investment of UTI Annual Interval Fund Series IV Reg Growth based on your investment objective and risk tolerance.

What is the NAV of UTI Annual Interval Fund Series IV Reg Growth?

The NAV of UTI Annual Interval Fund Series IV Reg Growth is ₹27.39 as of 11 May 2022.

What is the PE and PB ratio of UTI Annual Interval Fund Series IV Reg Growth?

The PE ratio ratio of UTI Annual Interval Fund Series IV Reg Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

UTI Annual Interval Fund Series IV Reg Growth - NAV, Mutual Fund Performance & Portfolio

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UTI Annual Interval Fund Series IV Reg Growth
Debt
FMP
Low Risk
3.85%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
5Y
All
  NAV: 11 May 2022₹27.39
Min. SIP amountNot Supported
RatingNA
Fund size₹4.77Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Debt FMP
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns3.2%3.9%5.0%7.2%
Category average6.7%6.0%5.0%NA
Rank with in category1076NA
Understand terms
Peer ComparisonDebt, FMP fundsRating1Y3YFund Size(Cr)
SBI Debt Fund Series C 34 (1211 Days) Regular   Growth
5
4.0%7.4%142.33
SBI Debt Fund Series C 33 (1216 Days) Regular   Growth
3
4.0%7.4%424.32
Aditya Birla Sun Life Fixed Term Plan Series NR (1099 Days) Regular Growth
3
7.5%7.3%121.75
Nippon India Fixed Horizon Fund XXXIX   Series 5 Regular   Growth
3
13.3%7.3%123.61
Reliance Fixed Horizon Fund XXXVII   Series 13 Regular   Growth
3
NANA112.63
Holdings (3)NameSectorInstrumentAssets
Reserve Bank of India
FinancialT-Bills13.89%
Power Grid Corporation of India Ltd.
EnergyBonds9.50%
REC Ltd.
FinancialBonds9.41%
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting  your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Mar 2021 - Present
0.17%
30 Sep 2020 - 31 Mar 2021
0.17%
31 Mar 2020 - 30 Sep 2020
0.17%
30 Sep 2019 - 31 Mar 2020
0.15%
31 Mar 2019 - 30 Sep 2019
0.14%
31 Mar 2018 - 31 Mar 2019
0.14%
Expense ratio, exit load and taxExpense ratio: 0.17%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed as per your Income Tax slab.
Understand terms
Check past data
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementSunil Madhukar Patil
Aug 2014 - Present
View details
Education
Mr. Patil is MMF, Finance
Experience
He joined UTI AMC in October 1989. He has overall 32 years of experience in Primary Market Investment / Dealing and Fund Management.
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Fund house & investment objective
UTI Mutual Fund
Rank (total assets)#7 in India
Total AUM₹2,92,314.38Cr
Date of Incorporation04 Sep 2009
    UTI Annual Interval Fund Series IV Reg Growth is a Debt Mutual Fund Scheme launched by Axis Mutual Fund.     This scheme was made available to investors on 04 Sep 2009.     Sunil Patil is the Current Fund Manager of UTI Annual Interval Fund Series IV Reg Growth fund.     The fund currently has an Asset Under Management(AUM) of ₹2,92,314 Cr and     the Latest NAV as of 11 May 2022 is ₹27.39.  

    The UTI Annual Interval Fund Series IV Reg Growth is rated Low risk.               
  ;
Investment ObjectiveThe scheme seeks to generate returns and reduce interest rate volatility by investing in a portfolio of fixed income securities. 
 
;
Fund benchmarkCRISIL Low Duration Debt Index
Scheme Information Document(SID)
Fund house contact details
Address
23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Phone
022-24255161
Launch Date
04 Sep 2009
E-mail
NA
Website
www.axismf.com
UTI Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4,  Street No.1 Banjara Hills,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
UTI Annual Interval Fund Series IV Reg Growth
VS
Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	3.2%	3.9%	5.0%	7.2%
Category average	6.7%	6.0%	5.0%	NA
Rank with in category	10	7	6	NA

Debt, FMP funds	Rating	1Y	3Y	Fund Size(Cr)
SBI Debt Fund Series C 34 (1211 Days) Regular Growth	5	4.0%	7.4%	142.33
SBI Debt Fund Series C 33 (1216 Days) Regular Growth	3	4.0%	7.4%	424.32
Aditya Birla Sun Life Fixed Term Plan Series NR (1099 Days) Regular Growth	3	7.5%	7.3%	121.75
Nippon India Fixed Horizon Fund XXXIX Series 5 Regular Growth	3	13.3%	7.3%	123.61
Reliance Fixed Horizon Fund XXXVII Series 13 Regular Growth	3	NA	NA	112.63

Name	Sector	Instrument	Assets
Reserve Bank of India	Financial	T-Bills	13.89%
Power Grid Corporation of India Ltd.	Energy	Bonds	9.50%
REC Ltd.	Financial	Bonds	9.41%

Rank (total assets)	#7 in India
Total AUM	₹2,92,314.38Cr

Date of Incorporation	04 Sep 2009

Fund benchmark	CRISIL Low Duration Debt Index

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Bengaluru – 560103
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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

UTI Annual Interval Fund Series IV Reg Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Peer Comparison

Holdings (3)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.17%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Sunil Madhukar PatilAug 2014 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Sunil Madhukar Patil
Aug 2014 - Present
View details