InvestVerdict
UTI - Fixed Term Income fund - Series XXIX - XI (1112 DAYS)
· · Mutual fund · Scheme code 143997
Fund houseUTI Mutual Fund
CategoryMutual fund
Plan & optionRegular ·
History3.0 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.28 | 0.86 | 1.89 | 4.40 | 3.98 | — | — | — | 4.05 |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 4.7% | -0.54 | -0.56 | — | — | -9.9% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 99 | -3.3% | 5.4% | 10.6% | 44% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.