UTI Bond Fund Regular Plan Growth - Latest NAV ₹50.3563, Returns, Performance & Portfolio

UTI Bond Fund Regular Plan Growth

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Start your investment

Min amount: ₹500

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 3.26 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years6.3%
5 Years2.91%
3 Years-1%
1 Year0.66%
6 Months4.88%
Fund Details
RiskModerate Risk
Fund TypeMedium to Long Duration
Exit Load3% for 90 Days

More about this fundstar

Top HoldingsWeightage
5.77% GOI 203024.14%
5.79% Govt Stock 203019.36%
6.19% Govt Stock 203414.48%
Jorabat Shillong Expressway Limited8.1%
Power Finance Corporation Limited6.77%
Indian Railway Finance Corporation Limited6.53%
Punjab National Bank4.9%
Jorabat Shillong Expressway Limited4.18%
08.00 AR SDL 20301.77%
Power Finance Corporation Limited1.69%

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:

  1. Opportunity to earn attractive returns by investing in high-rated government securities
  2. Fund manager maintains a well-diversified portfolio comprising high-yield generating low duration corporate bonds.
  3. 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.

iii) Redemption

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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Frequently Asked Questions

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Start your investment

Min amount: ₹500

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 3.26 Lakhs in a period of 20 years
Moderate Risk

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