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  • UTI Bond Fund Segregated 17022020 (Growth)
UTI Mutual Fund

UTI Bond Fund Segregated 17022020 (Growth)

DebtMedium To Long Duration

6.8146

NAV (Jan 27)

95.7%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Fund Size

Rolling Returns

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

6.8146

NAV (Jan 27)

Fund Returns

Last 1Y
334.6%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
95.7%
6 Month CAGR
311.1%

Scheme Information

Investment Objective

The investment objective of the scheme is to generate optimal returns with adequate liquidity by investing in debt and money market instruments such that the Macaulay duration of the portfolio is between 4 years and 7 years. However there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.

Expense Ratio
0
Launched (4y ago)
Mar 09, 2020
AUM in Crores
16.779
ISIN
INF789F1AOW2
Lock-in
No Lock-in
Benchmark
CRISIL Medium to Long Duration Fd TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Amandeep Chopra

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
UTI Bond Fund Segregated 17022020 (Growth)70%1,18,22,45,37,617 1,18,22,38,05,005334.6%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-01-27

Top Debt Holdings

vodafone idea limited

90%
90%

net current assets

10%
10%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60 40 fund (G)
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60 40 fund (G)

₹ 10,779 cr

₹ 4,984 cr

₹ 49,300 cr

₹ 14,459 cr

₹ 14,796 cr

amc-img

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 226,382 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 74 equity,579 debt and 34 hybrid funds.amc-img
phone-img022-62278000
Fund NameScripbox Opinion
Till Date CAGR

5.6%

6.9%

5.6%

6.8%

15.7%

12%

5.9%

7.3%

17.9%

15.3%

UTI Bond Fund Segregated 17022020 (G) Review

UTI Bond Fund Segregated 17022020 (G) is a Medium To Long Duration Debt fund and has delivered an annualised return of 95.7% over a period of 4 years. The fund is managed by UTI Asset Management Co Ltd. The fund manager’s name is Amandeep Chopra.

Nav of UTI Bond Fund Segregated 17022020 (G) as of 1/27/2022 is ₹6.81 with the total AUM as of 5/25/2024 is ₹16.779. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Bond Fund Segregated 17022020 (G) was launched on Mar 09, 2020. The category risk of the fund is Moderate Risk.

The minimum SIP amount for UTI Bond Fund Segregated 17022020 (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

UTI Bond Fund Segregated 17022020 (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Medium to Long Duration Fd TR INR.

UTI Bond Fund Segregated 17022020 (G) is rated as a 0 fund in Debt and delivered 334.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Bond Fund Segregated 17022020 (G).

Frequently Asked Questions

What is UTI Bond Fund Segregated 17022020 (G)?

UTI Bond Fund Segregated 17022020 (G) is a Medium To Long Duration Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in UTI Bond Fund Segregated 17022020 (G)?

You can invest in UTI Bond Fund Segregated 17022020 (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of UTI Bond Fund Segregated 17022020 (G)?

The minimum sip amount for UTI Bond Fund Segregated 17022020 (G) is ₹0. You can invest in multiples of ₹5000.

Is UTI Bond Fund Segregated 17022020 (G) good to invest in?

As per Scripbox experts, UTI Bond Fund Segregated 17022020 (G) is a Not Reviewed Yet fund. You can investUTI Bond Fund Segregated 17022020 (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the UTI Bond Fund Segregated 17022020 (G)?

The expense ratio of the UTI Bond Fund Segregated 17022020 (G) is % for regular plan.