UTI Bond Sgtd-17022020 Reg HY IDCW-P

UTI Bond Sgtd-17022020 Reg HY IDCW-P Fund Details and Key Information

UTI Bond Sgtd-17022020 Reg HY IDCW-P is an open-ended mutual fund that invests based on its stated objective and benchmark.

Key details:

• Asset Size: ₹16.78 Cr

• Expense Ratio: -

• Cash Holding: 100.00%

• Plan Type: Dividend

• Benchmark: CRISIL Medium to Long Duration Fd TR INR

• Launch Date: 2020-03-09

• Exit Load: 0.00

These factors help investors evaluate cost, scale, and fund positioning before making an investment decision.

UTI Bond Sgtd-17022020 Reg HY IDCW-P Returns and Performance

UTI Bond Sgtd-17022020 Reg HY IDCW-P has delivered returns across multiple timeframes, reflecting its ability to perform across different market conditions.

Returns:

• 1 Month: 293.29%

• 3 Months: 300.20%

• 6 Months: 311.14%

• 1 Year: 334.40%

• 3 Years: -

• 5 Years: -

Short-term returns indicate recent momentum, while long-term returns show consistency and wealth creation ability.

UTI Bond Sgtd-17022020 Reg HY IDCW-P Risk Level and Volatility

Understanding risk is important before investing. UTI Bond Sgtd-17022020 Reg HY IDCW-P falls under: For investors in the 20–40 age group, selecting a fund with the right risk level is important based on financial goals, investment horizon, and comfort with market movements.

Risk Level: Moderate Risk

The riskometer helps investors understand how stable or volatile the fund can be based on its investment strategy and asset allocation. Funds with higher risk levels may offer better return potential over time, but they can also experience sharper short-term fluctuations. This classification reflects the volatility associated with the fund. Higher risk funds may offer higher returns but come with greater fluctuations.

UTI Bond Sgtd-17022020 Reg HY IDCW-P Portfolio Allocation

The asset allocation of UTI Bond Sgtd-17022020 Reg HY IDCW-P shows how investments are distributed across asset classes.

• Equity Allocation: -

• Cash Allocation: 100.00%

This allocation plays a key role in determining the fund’s risk and return profile.

UTI Bond Sgtd-17022020 Reg HY IDCW-P Sector Allocation

UTI Bond Sgtd-17022020 Reg HY IDCW-P diversifies its investments across sectors to reduce risk.

Sector Holding Detail

-

Sector allocation data helps investors understand which industries the fund is focusing on.

UTI Bond Sgtd-17022020 Reg HY IDCW-P Fund House

UTI Bond Sgtd-17022020 Reg HY IDCW-P is managed by:

AMC Name: UTI Asset Management Co Ltd

A strong fund house with a proven track record can improve investor confidence.

UTI Bond Sgtd-17022020 Reg HY IDCW-P Minimum Investment

Investors can start investing in UTI Bond Sgtd-17022020 Reg HY IDCW-P with:

Minimum Investment: ₹20,000

This makes the fund accessible for both beginners and experienced investors.