UTI Crisil Sdl Maturity April 2033 Index Fund - Regular Plan - Growth Option

Q: How to check the XIRR of UTI CRISIL SDL Maturity April 2033 Index Fund - Regular Plan - Growth Option?

You can track the exact XIRR and portfolio overlapping of UTI CRISIL SDL Maturity April 2033 Index Fund - Regular Plan - Growth Option alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Q: How to check portfolio overlap for UTI CRISIL SDL Maturity April 2033 Index Fund - Regular Plan - Growth Option?

Use the MutualSaathi Portfolio Analyzer to compare UTI CRISIL SDL Maturity April 2033 Index Fund - Regular Plan - Growth Option with other funds, PMS, and AIFs to detect hidden stock overlaps.

UTI Mutual Fund

Expense Ratio: 0.41

Risk: Moderate

Other Scheme - Index Funds

Plan: Regular

Benchmark: CRISIL IBX SDL Index - April 2033

Inception: 12-12-2022

Exit Load: Nil

Fund Size:₹320.71 Cr

Performance

Fund4.04%

Cat. Avg.2.61%

Fund6.85%

Cat. Avg.3.39%

Fund7.03%

Cat. Avg.10.42%

FundN/A

Cat. Avg.11.16%

10Y

FundN/A

Cat. Avg.11.44%

Fund7.43%

Cat. Avg.7.02%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Debt Ratings

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Debt Instruments

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Asset Class

Debt Ratings

Debt Instruments

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Sector	YTM	Val (Cr)	% Assets
1	07.78% RAJASTHAN SDL 29/03/2033	DEBT	SDL	Sovereign	7.37%	25.54	9.47%
2	7.77% HARYANA SDL MAT - 29/03/2033	DEBT	SDL	Sovereign	7.37%	25.52	9.46%
3	7.70% MAHARASHTRA SDL-08/03/2033	DEBT	SDL	Sovereign	7.32%	25.50	9.45%
4	7.48% KARNATAKA SGS MAT - 21/02/33	DEBT	Bond/NCD	Sovereign	7.32%	23.54	8.73%
5	7.67% Madhya Pd SDL 01/02/2033	DEBT	SDL	Sovereign	7.36%	20.32	7.53%
6	07.64% BIHAR SDL 21/12/2032	DEBT	SDL	Sovereign	7.31%	15.26	5.65%
7	07.68% GUJRAT SDL 15/03/2033	DEBT	SDL	Sovereign	7.32%	14.76	5.47%
8	7.80% AP SDL 31/03/2033	DEBT	SDL	Sovereign	7.37%	10.23	3.79%
9	07.65% GUJRAT SDL 01/02/2033	DEBT	SDL	Sovereign	7.32%	10.17	3.77%
10	7.64% MADHYA PRADESH SDL-08/02/2033	DEBT	SDL	Sovereign	7.36%	10.15	3.76%

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SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	61859	+3.1%	+6.4%
2Y	07 Aug, 24	1.20 L.	1.27 L.	+5.8%	+5.8%
3Y	07 Aug, 23	1.80 L.	1.99 L.	+10.3%	+6.7%
SI	09 Jan, 23	2.15 L.	2.43 L.	+12.9%	+6.9%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	21 Jul, 25	1 L.	1.04 L.	+3.7%	N/A
2Y	22 Jul, 24	1 L.	1.14 L.	+14.1%	+6.8%
3Y	20 Jul, 23	1 L.	1.23 L.	+22.6%	+7.0%
SI	22 Dec, 22	1 L.	1.29 L.	+29.2%	+7.4%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.