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How to use scorecard? Learn more
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| — | — | 4.60 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| — | 5.74 | 2.85 |
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | — |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Not allowed | Not allowed |
| BenchmarkBenchmark |
|---|
| CRISIL Medium Duration Debt Index |
Fixed maturity plan funds are the debt funds. Investments in this funds can only be made during the new fund offering (NFO) as these funds are the close ended funds. They invest in debt instruments with the fixed maturity period.
Actual
Target
Jun 2025
Sep 2025
Dec 2025
Mar 2026
Jun 2025
Sep 2025
Dec 2025
Mar 2026
Jun 2025
Sep 2025
Dec 2025
Mar 2026
Debt
Others
Holdings
81.46 %
Holdings
10.21 %
Holdings
2.29 %
UTI AMC commenced operations from February 1, 2003. It has been promoted by four sponsors, namely, SBI, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank and each of them hold 25% of the paid up capital of UTI AMC.
UTI AMC commenced operations from February 1, 2003. It has been promoted by four sponsors, namely, SBI, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank and each of them hold 25% of the paid up capital of UTI AMC.
No.of Schemes
69
Total AUM
₹ 2,31,311.62 Cr.

Jaydeep Bhowal
AUM: ₹18,435.47 Cr.
|
Exp: —
Data not available
Data not available
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%