UTI Financial Services Debt Fund Direct Growth

UTI Financial Services Debt Fund Direct Growth
Moderate Risk
Launch date27 Oct 2026
Allotment date03 Nov 2026
End date02 Nov 2026
NAV₹10.00
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
Exit load
27 Oct 2026
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Expense ratio, exit load and taxExpense ratio: --Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implication--
Understand terms
Check past data
Minimum investment amountsMin. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500
Fund managementAmit Sharma
Oct 2026 - Present
View details
Education
Mr. Sharma is a B.Com, CA, FRM
Experience
He has been associated with the Dept. of Fund Management of UTI for the past 5 years.
Also manages these schemes
UTI Liquid Direct Growth
UTI Annual Interval Fund I Direct Growth
UTI Money Market Fund Direct Growth
UTI Medium to Long Term Fund Direct Growth
UTI Arbitrage Fund Direct Growth
Fund house & investment objective
UTI Mutual Fund
Rank (total assets)#8 in India
Total AUM₹3,89,855.03Cr
Date of Incorporation14 Nov 2002
    UTI Financial Services Debt Fund Direct Growth is a -- Mutual Fund Scheme launched by UTI Mutual Fund.     This scheme was made available to investors on 14 Nov 2002.     Amit Sharma is the Current Fund Manager of UTI Financial Services Debt Fund Direct Growth fund.     The fund currently has an Asset Under Management(AUM) of ₹3,89,855 Cr and     the Latest NAV as of 27 Oct 2026 is ₹10.00.  

    The UTI Financial Services Debt Fund Direct Growth is rated Moderate risk.     Minimum SIP Investment is set to ₹500.     Minimum Lumpsum Investment is ₹500.     
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Investment ObjectiveThe scheme seeks to generate optimal returns for investors with a short term investment horizon by investing in debt and money market securities of entities predominantly belonging to financial services sector. 
 
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Fund benchmarkCRISIL Financial Services Short Term Debt Index
Scheme Information Document(SID)
Fund house contact details
Address
UTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East)  Mumbai 400051
Phone
0263 2296993
Launch Date
14 Nov 2002
E-mail
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Website
www.utimf.com
Peer ComparisonFund nameRating1Y3YFund Size(Cr)
Franklin India Mid Cap Fund Direct Growth
2
-7.6%13.7%12,155.57
Nippon India Small Cap Fund Direct Growth
4
-0.2%13.4%80,905.55
Franklin India Technology Fund Direct Growth
5
-8.2%10.9%1,623.24
Franklin India Small Cap Fund Direct Growth
3
-4.6%10.3%14,256.56
HDFC Small Cap Fund Direct Growth
3
-8.4%9.4%40,800.81

Rank (total assets)	#8 in India
Total AUM	₹3,89,855.03Cr

Date of Incorporation	14 Nov 2002

Fund benchmark	CRISIL Financial Services Short Term Debt Index

Fund name	Rating	1Y	3Y	Fund Size(Cr)
Franklin India Mid Cap Fund Direct Growth	2	-7.6%	13.7%	12,155.57
Nippon India Small Cap Fund Direct Growth	4	-0.2%	13.4%	80,905.55
Franklin India Technology Fund Direct Growth	5	-8.2%	10.9%	1,623.24
Franklin India Small Cap Fund Direct Growth	3	-4.6%	10.3%	14,256.56
HDFC Small Cap Fund Direct Growth	3	-8.4%	9.4%	40,800.81