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Debt Index TmifModerate📊 CRISIL IBX SDL Index – April 2033

UTI CRISIL SDL Maturity April 2033 Index Fund · Regular · Growth

UTI Mutual Fund

#58 of 60 (1Y)

NAV

₹12.8099

as of 17 Jun 2026

Expense Ratio

0.40%

AUM

₹317 Cr

Viewing Regular · Growth
LowLow toModerateModerateModerately HighHighVery High
Riskometer
Moderate
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Lumpsum returns (CAGR)

1Y
+2.71%
3Y
+6.88%
5Y
Since Inception
+7.36%

SIP returns (XIRR)

1Y
+4.86%
3Y
+6.53%
5Y
Since Inception
+6.77%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹21,000

Invested

₹23,467

Value today

6.5%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

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1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹1,274

Value today

7.2%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹7,62,135

Value today

-0.3%

vs lumpsum

Direct lumpsum would have beaten STP by 0.3% — but STP reduced timing risk

Model your own STP with real NAV

Risk Metrics

Trailing 1 year, annualised

-0.21

Sharpe Ratio

Alpha

Beta

-0.20

Sortino

2.68%

Std Dev

-2.22%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseUTI Mutual Fund
CategoryDebt Index Tmif
BenchmarkCRISIL IBX SDL Index – April 2033
Launch Date21 Dec 2022
AMFI Code151184
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹500
Exit LoadNIL

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 31 Mar 2026
Holding% NAV

Investment Objective

UTI CRISIL SDL Maturity April 2033 Index Fund · Regular · Growth is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.

About This Fund

UTI CRISIL SDL Maturity April 2033 Index Fund · Regular · Growth is a Debt Index Tmif mutual fund offered by UTI Mutual Fund. The fund has been operational for over 3 years. It manages assets worth ₹317 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against CRISIL IBX SDL Index – April 2033. The current expense ratio is 0.40%.

Who Should Invest?

  • Moderate-risk investors looking for balanced growth and income
  • Investors with a medium-term horizon of 3-5 years
  • Cost-conscious investors who prefer passive investing with low expense ratios
  • SIP investors who can benefit from rupee cost averaging during market fluctuations