UTI Bond Fund Regular Plan Growth
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Min amount: ₹500
- Fund Summary
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|Fund Type||Medium to Long Duration|
|Exit Load||3% for 90 Days|
More about this fund
|5.77% GOI 2030||24.14%|
|5.79% Govt Stock 2030||19.36%|
|6.19% Govt Stock 2034||14.48%|
|Jorabat Shillong Expressway Limited||8.1%|
|Power Finance Corporation Limited||6.77%|
|Indian Railway Finance Corporation Limited||6.53%|
|Punjab National Bank||4.9%|
|Jorabat Shillong Expressway Limited||4.18%|
|08.00 AR SDL 2030||1.77%|
|Power Finance Corporation Limited||1.69%|
About UTI Bond Fund
Being an open ended scheme, it invests in a wide range of debt and money market instruments. The fund manager aims to generate optimal risk-adjusted returns by actively adjusting the portfolio to interest rate changes over a medium to long term horizon. However, the scheme does not guarantee assured returns due to presence of market risks.
Pros & Cons of UTI Bond Fund
UTI Bond Fund offers the following benefits:
- Opportunity to earn attractive returns by investing in high-rated government securities
- Fund manager maintains a well-diversified portfolio comprising high-yield generating low duration corporate bonds.
- Being a star-rated fund, it has consistently beaten the benchmark and category in the 3 year, 5 year and 10 year time horizon.
Fund Information and Statistics of UTI Bond Fund
i) Inception / Launch date
UTI Bond Fund was launched on 17 May 1998 by UTI Mutual Fund.
ii) Risk level
Being a debt fund, UTI Bond Fund is a moderate risk bet and suitable for investors who have a medium to long-term investment horizon of more than 3 years.
Redemption of Units will be done by a repurchase/buyback by the fund house. Under normal circumstances, your fund house will dispatch the redemption proceeds within 10 business days from date of receipt of request.
iv) Fund Manager
Mr. Amandeep Chopra heads the fixed income segment of the fund house. Mr. Chopra, who holds over 20 years of experience in fund management, has been managing the fund since February 2012.
v) Entry / Exit load
The fund house does not charge any entry load and exit load for investing in UTI Bond Fund.
Tax benefits of investing in UTI Bond Fund
The short-term capital gains made on sale of units within 3 years from the date of allotment will be taxed at the income tax slab rates of the investor. The long term capital gains made on sale of units after 3 years from the date of allotment will be taxable at the rate of 20% (with benefit of indexation).
About UTI Mutual Fund
UTI Mutual Funds are managed by UTI Asset Management Company Ltd. (UTI AMC). The AMC was established on November 14, 2002 and started functioning in the investment domain from February 1, 2003. The fund attempts to provide an effective combination of the domain leadership in the capital markets coupled with state-of-the-art technological expertise. Efforts are made to offer investing solution which match the risk-return needs of the clients.
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Min amount: ₹500
All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,
- High Risk = High possible returns
- Low Risk = Stable, relatively lower returns