MF Gyan
otherModerate risk8 years oldAccelerating recently (last 6m ≈ 18% p.a.)

UTI Fixed Term Income Fund Series XXIX-IX (1109 days) - Direct Plan - Growth Option

A specialised fund. Check the scheme details for what it invests in. From UTI Mutual Fund. It's been running since 6 Jul 2018.

Latest price per unit
₹10.9669
▲ 0.01% today
As of 15 Jul 2021 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.14 L
▲ ₹14.3k gain · 14.3% / year
Invested 3 years ago
₹1.09 L
▲ ₹9.4k gain · 3.0% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹1.80 L
Value today₹1.99 L
Gain / loss+₹19.4k
XIRR (annualised)6.98%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹2.01 L
Projected gain*+₹20.7k
*at this fund's historical rate of 6.98% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 500 other funds in IDF

Same plan
1-year return
14.27%median 3.33% (+10.94%)
Rank #3 of 501Beats 100% of peers
3-year return
3.04%median 4.93% (-1.90%)
Rank #157 of 501Beats 45% of peers
Bumpiness (3Y)
7.63%median 3.16% (+4.47%)
Rank #323 of 501Less risky than 27% of peers
Worst-ever drop
-15.43%median -2.36% (-13.07%)
Rank #63 of 501Less risky than 86% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 3 of last 4 years were positive.

+3%
2018
-11%
2019
+10%
2020
+9%
2021
Best year
2020 · 9.82%
Worst year
2019 · -10.96%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
7.6%

The value swings roughly 8% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-15.43%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of UTI Fixed Term Income Fund Series XXIX-IX (1109 days) - Direct Plan - Growth Option against other other funds.

Technical details (for the pros)
CAGR — 1 year14.27%
CAGR — 3 years3.04%
CAGR — 5 years—
CAGR — since launch3.09%
Volatility — 1 year (annualised)4.51%
Volatility — 3 years (annualised)7.63%
Max drawdown — 1 year-0.40%
Max drawdown — 3 years-15.43%
Sharpe ratio — 1 year (rf=6%)1.71
Sharpe ratio — 3 years (rf=6%)-0.38

Fund info

Fund house
UTI Mutual Fund
Category
IDF
Plan
Direct
Option
Growth
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
143870
First price on record
6 Jul 2018 · 731 daily prices

About UTI Fixed Term Income Fund Series XXIX-IX (1109 days) - Direct Plan - Growth Option

UTI Fixed Term Income Fund Series XXIX-IX (1109 days) - Direct Plan - Growth Option is a IDF offered by UTI Mutual Fund under the Direct plan with the Growth option. It has approximately 8 years of NAV track record. The fund falls in the other category — A specialised fund. Check the scheme details for what it invests in.

The current NAV of UTI Fixed Term Income Fund Series XXIX-IX (1109 days) - Direct Plan - Growth Option is ₹10.9669 (as of 15 Jul 2021). Historically, it has delivered 14.26% over the last year, 3.04% CAGR over 3 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 7.6% annualised volatility — a "moderate" level of bumpiness; its deepest peak-to-trough fall on record was 15.4%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of UTI Fixed Term Income Fund Series XXIX-IX (1109 days) - Direct Plan - Growth Option?+

The latest NAV of UTI Fixed Term Income Fund Series XXIX-IX (1109 days) - Direct Plan - Growth Option is ₹10.9669 as of 15 Jul 2021, up 0.01% from the previous day. NAV is updated once a business day after the market close.

What are the returns of UTI Fixed Term Income Fund Series XXIX-IX (1109 days) - Direct Plan - Growth Option?+

UTI Fixed Term Income Fund Series XXIX-IX (1109 days) - Direct Plan - Growth Option has delivered 1-year return 14.26%, 3-year CAGR 3.04%, since-inception CAGR 3.09%. Returns are historical and don't predict future performance — markets move in cycles.

What category does UTI Fixed Term Income Fund Series XXIX-IX (1109 days) - Direct Plan - Growth Option belong to?+

UTI Fixed Term Income Fund Series XXIX-IX (1109 days) - Direct Plan - Growth Option is categorised as IDF. A specialised fund. Check the scheme details for what it invests in.

How risky is UTI Fixed Term Income Fund Series XXIX-IX (1109 days) - Direct Plan - Growth Option?+

Based on its 3-year annualised volatility of 7.6%, UTI Fixed Term Income Fund Series XXIX-IX (1109 days) - Direct Plan - Growth Option sits in the "moderate" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is UTI Fixed Term Income Fund Series XXIX-IX (1109 days) - Direct Plan - Growth Option a direct plan?+

UTI Fixed Term Income Fund Series XXIX-IX (1109 days) - Direct Plan - Growth Option is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

How old is UTI Fixed Term Income Fund Series XXIX-IX (1109 days) - Direct Plan - Growth Option?+

UTI Fixed Term Income Fund Series XXIX-IX (1109 days) - Direct Plan - Growth Option has NAV history available from 6 Jul 2018 — approximately 8 years of track record and 731 daily NAV observations.

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.