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

UTI·
Index Fund
1Y
+4.87%
3Y
+7.32%
5Y
-
Since Inception
+7.72%
Sharpe
0.07
Sortino
0.11
Max Drawdown
-0.68%
Volatility
1.41%
Alpha
-0.25%
Beta
0.04
Info Ratio
-0.24
Up / Down Capture
23 / -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
#102 of 325
Top 31%
3Y CAGR
#118 of 188
Top 63%
5Y CAGR
-
Sharpe
#181 of 293
Top 62%