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UTI CRISIL SDL Maturity June 2027 Index Fund
Fund Overview
| AUM (Fund size) | ₹72 Cr |
| Exit load | 0% |
| Lock-in Period | Nil |
| Age | 2 yrs 10 m since Jan 02, 2023 |
| Benchmark | CRISIL IBX SDL - June 2027 |
| Min. investment | SIP: ₹3000 & Lumpsum: ₹10000 |
| Expense ratio | 0.39% as on Oct 31, 2025 |
| Plan type | Regular |
| Risk | Low to Moderate |
| Tax on your gains | Profits are added to your income and taxed as per your slab rate |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| UTI CRISIL SDL Maturity June 2027 Index Fund | 0.42% | 2.74% | 7.76% | N.A. | N.A. | N.A. |
| BHARAT Bond FOF - April 2030 | 0.27% | 2.56% | 8.82% | 8.18% | 6.63% | 4.48% |
| BHARAT Bond FOF - April 2031 | 0.21% | 2.53% | 8.82% | 8.31% | 6.58% | 3.35% |
| HDFC NIFTY G-Sec Jun 2036 Index Fund | 0.46% | 0.18% | 8.0% | 8.11% | 4.79% | 2.37% |
| Kotak Nifty G-Sec July 2033 Index Fund | 0.24% | 0.87% | 8.41% | 6.19% | 3.67% | 1.82% |
| SBI CRISIL IBX Gilt Index - June 2036 Fund | 0.45% | 0.13% | 7.88% | 8.61% | 5.43% | 2.68% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| UTI CRISIL SDL Maturity June 2027 Index Fund | N.A. | N.A. | N.A. | N.A. |
| BHARAT Bond FOF - April 2030 | 2.07 | 4.37 | 1.01 | 1.99 |
| BHARAT Bond FOF - April 2031 | 2.36 | 4.95 | 0.89 | 1.43 |
| HDFC NIFTY G-Sec Jun 2036 Index Fund | N.A. | N.A. | N.A. | N.A. |
| Kotak Nifty G-Sec July 2033 Index Fund | N.A. | N.A. | N.A. | N.A. |
| SBI CRISIL IBX Gilt Index - June 2036 Fund | 3.04 | 6.41 | 0.73 | 1.03 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| UTI CRISIL SDL Maturity June 2027 Index Fund | 72 Cr | 2 yrs 10 m | 0.39% |
| BHARAT Bond FOF - April 2030 | 9,647 Cr | 5 yrs 11 m | 0.08% |
| BHARAT Bond FOF - April 2031 | 4,722 Cr | 5 yrs 4 m | 0.08% |
| HDFC NIFTY G-Sec Jun 2036 Index Fund | 968 Cr | 2 yrs 8 m | 0.38% |
| Kotak Nifty G-Sec July 2033 Index Fund | 21 Cr | 2 yrs 1 m | 0.39% |
| SBI CRISIL IBX Gilt Index - June 2036 Fund | 2,702 Cr | 3 yrs 2 m | 0.49% |