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UTI NIFTY SDL Plus AAA PSU Bond Apr 2028 - 75:25 Index Fund

UTI·
Index Fund
1Y
+5.61%
3Y
+7.42%
5Y
-
Since Inception
+7.59%
Sharpe
0.17
Sortino
0.26
Max Drawdown
-0.68%
Volatility
1.44%
Alpha
+0.19%
Beta
0.05
Info Ratio
-0.15
Up / Down Capture
25 / -12
NAV (last ~1 year)
Fund details
AMCUTI
Fund manager-
Data from2023-03-08
AUM₹34 Cr (January - March 2026)
Expense ratio (Direct)0.21%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#121 of 352
Top 34%
3Y CAGR
#87 of 196
Top 44%
5Y CAGR
-
Sharpe
#177 of 316
Top 56%