3 Year return

0
Launched on July 2022 (2 years)

Investment Details

₹500

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

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Based on past performance of this fund

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Your Investment ₹3,00,000
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Risk Involved

Moderate Risk

Your principal will be at

Moderate Risk

Scheme Information

Asset Under Management

₹163.33 Cr.

Expense Ratio

0.23% (inclusive of GST)

Exit Load

Nil

Ratings

ARQ Rating
0

Ratings by other agencies

0
0
0

Tax Implications

Withdrawal within 3 years

Tax based on your income tax bracket

Withdrawal after 3 years

20% tax after indexation (adjusting for inflation)

Fund Holdings

Holdings

UTI Mutual Fund Managers

AM

Anurag Mittal

Fund Manager since Dec 2021

View Details

Fund House Details

UTI Mutual Fund

UTI Mutual Fund Asset management company

AUM ₹290,993.03 Cr.
No. of Schemes 250
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by UTI Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns
18.38%
scheme logo

Hybrid . Aggressive Hybrid Fund

UTI Aggressive Hybrid Fund Direct Plan Growth

18.38%
6.28%

About UTI Gilt Fund With 10 Year Constant Duration Direct Plan Growth

This fund is managed by UTI Mutual Fund, a well-known asset management company in India. The UTI Gilt Fund falls under the category of Debt Mutual Funds. These funds primarily invest in government securities, which are considered relatively safe investment options.

Investment Objectives of the Scheme

The main objective of the UTI Gilt Fund with 10 Year Constant Duration Direct Plan Growth is to generate optimal returns by investing predominantly in government securities across different maturities. The fund aims to maintain an average portfolio maturity of around 10 years. This strategy aims to balance returns and interest rate risks, making it suitable for investors seeking stable income over the long term.

Key Features of The Fund

5-year return NA
Expense Ratio 0.23%
Fund Manager Anurag Mittal
Fund Size ₹163.33 Cr
Risk Profile Moderate

Is This Scheme Right for Me?

This fund is suitable for investors who have a moderate risk appetite and are looking for a safe investment avenue with potentially higher returns than traditional fixed deposits. It's ideal for those who wish to earn regular income while maintaining a low to moderate exposure to interest rate fluctuations. As the fund predominantly invests in government securities, it may also suit risk-averse investors who prioritize capital preservation.

AMC Contact Details

Name UTI Mutual Fund
Launch Date January 2003
Addresss First Floor, Unit No. 2, Block ‘B’, JVPD Scheme, Gulmohar Cross Road No. 9, Andheri (West), Mumbai – 400049.
Contact 1800 266 1230(+91) 022 6227 8000022 – 68990800
Email service@uti.co.in
Website https://www.utimf.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Compare Your SIPs Across Various Mutual Funds

Use our SIP calculator to compare SIPs across different mutual funds. Moreover, by comparing the different expected rates of returns, you can compare the returns on the same amount for different SIPs. Open our SIP calculator to estimate returns and get started on your investment journey today!

FAQs

What is today's NAV of UTI Gilt Fund With 10 Year Constant Duration?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of UTI Gilt Fund With 10 Year Constant Duration Jun 12 2024 is 11.5534

What is the AUM of UTI Gilt Fund With 10 Year Constant Duration?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of UTI Gilt Fund With 10 Year Constant Duration is 163.33 crore.

What is the expense ratio of UTI Gilt Fund With 10 Year Constant Duration?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of UTI Gilt Fund With 10 Year Constant Duration is 0.23%

What are the returns of UTI Gilt Fund With 10 Year Constant Duration since inception?

The UTI Gilt Fund With 10 Year Constant Duration was launched on Jul 18 2022. The fund has delivered a CAGR of 8.04 since inception.

What is the minimum SIP amount to invest in UTI Gilt Fund With 10 Year Constant Duration?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for UTI Gilt Fund With 10 Year Constant Duration is 500.

How do I invest in UTI Gilt Fund With 10 Year Constant Duration?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in UTI Gilt Fund With 10 Year Constant Duration?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in UTI Gilt Fund With 10 Year Constant Duration?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in UTI Gilt Fund With 10 Year Constant Duration?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.