InvestVerdict
UTI - Fixed Term Income Fund Series XXXIII-I (1135 Days)
· · Mutual fund · Scheme code 148202
Fund houseUTI Mutual Fund
CategoryMutual fund
Plan & optionRegular ·
History3.1 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.59 | 1.64 | 3.38 | 4.53 | 1.33 | — | — | — | 2.07 |
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 | 3.2% | -1.63 | -1.94 | — | — | -4.9% | — |
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 |
|---|---|---|---|---|
| 102 | -3.3% | -0.8% | 5.1% | 71% |
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.