MF
MFGenie.ai
Debt Index TmifregulargrowthLow to Moderate📊 CRISIL IBX SDL Index – June 2027

UTI CRISIL SDL Maturity June 2027 Index Fund · Regular · Growth

UTI Mutual Fund

#16 of 60 (1Y)

₹12.6975

0.00 (+0.03%)

NAV as of 12 Jun 2026

Option:Growth₹12.6975Growth₹12.8051
LowLow toModerateModerateModerately HighHighVery High
Riskometer
Low to Moderate

Today's NAV — all variants

Regular · Growth

₹₹12.6975

0.00 (+0.03%)

12 Jun 2026

AMFI: 151238

Direct · Growth

₹₹12.8051

0.00 (+0.03%)

12 Jun 2026

AMFI: 151239

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.25%
1 Month+0.42%
3 Months+1.23%
6 Months+2.64%
1 Year+5.33%
3 Years (CAGR)+7.13%
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Dec 2022)+7.13%

Returns calculated from 23 December 2022 onwards due to a structural change in the scheme on that date. Pre-2022 NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+5.59%
3 Year SIP+7.03%
5 Year SIP
Since Inception (Dec 2022)+7.08%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹21,000

Invested

₹23,702

Value today

7.1%

XIRR (p.a.)

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

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹1,269

Value today

7.1%

CAGR (p.a.)

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

Try Lumpsum Calculator

₹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

₹7,64,827

Value today

+0.4%

vs lumpsum

STP beat direct lumpsum by 0.4% — reduced timing risk paid off

Model your own STP with real NAV

Fund Details

Fund HouseUTI Mutual Fund
CategoryDebt Index Tmif
Plan Typeregular
Optiongrowth
AUM₹69.1 Cr
Expense Ratio0.39%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkCRISIL IBX SDL Index – June 2027
Launch Date23 Dec 2022
AMFI Code151238

Risk Metrics

Trailing 1 year, annualised

0.75

Sharpe Ratio

Alpha

Beta

0.84

Sortino

0.77%

Std Dev

-0.15%

Max Drawdown

Portfolio Holdings

Top 15 holdings · as of Mar 2026

Security% NAV

7.64% Uttarpradesh Sdl 29/03/2027

IN3320160358

15.45%

7.52% Gj Sdl 2027- 24/05/2027

IN1520170045

15.43%

7.51 % Mh Sdl Mat - 24/05/2027

IN2220170020

14.65%

7.76% Mp Sdl Mat - 01/03/2027

IN2120160105

7.72%

7.78% Wb Sdl Mat - 01/03/2027

IN3420160167

7.72%

7.53% Haryana Sdl-24/05/2027

IN1620170010

7.71%

6.90% Ap Sdl Mat - 22/04/27

IN1020200086

7.65%

6.35% Ap Sdl Mat - 06/05/2027

IN1020200110

7.60%

07.75 Ka Sdl Mat 01/03/2027

IN1920160109

2.70%

7.85% Tn Sdl Mat - 15/03/2027

IN3120161317

2.32%

7.23% Tn Sdl 14/06/2027

IN3120170045

2.03%

07.61% Uttar Pradesh Sdl 11/05/27

IN3320170035

1.54%

7.20% Gj Sdl Mat - 14/06/2027

IN1520170052

1.46%

7.80% Kerala Sdl 15/03/2027

IN2020160155

0.77%

7.62% Tamilnadu Sdl 29/03/2027

IN3120161424

0.69%

Performance Comparison

Interested in This Fund?

Our experts will help you decide if this fund fits your goals.

+91

By submitting, you agree to our Privacy Policy. No spam, ever.

Investment Objective

UTI CRISIL SDL Maturity June 2027 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 June 2027 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 ₹69.1 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against CRISIL IBX SDL Index – June 2027. The current expense ratio is 0.39%.

Who Should Invest?

  • Conservative investors seeking capital preservation with modest returns
  • Investors with a short to medium investment horizon (6 months to 3 years)
  • Cost-conscious investors who prefer passive investing with low expense ratios