Fund Overview
Fund

UTI CRISIL SDL Maturity April 2033 Index Fund

ISIN: INF789F1AWX3

13.116.08% (1Y)
End of Day NAV as on Sep 10, 2026
12.312.512.81313.2Sep 2025Feb 2026Sep 2026

Fundamentals

Asset TypeDebt
YTM7.27%
Avg Maturity6.49
Macaulay Duration5.10
Modified Duration4.92

Fund Parameters

AUM (Cr)270
Base Expense Ratio0.14%
Tracking Error0.22%
All-In-Cost0.36%
Inception Date21 Dec 2022
Scheme Plan - Option - TypeDirect Plan - Growth - Open ended scheme
Native Score

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Fund Holdings

NameWeight
07.78% Rajasthan SDL - 29-Mar-20339.4%
07.77% Haryana SDL - 29-Mar-20339.4%
07.70% Maharashtra SDL - 08-Mar-20339.4%
07.48% Karnataka SDL - 21-Feb-20338.7%
07.67% Madhya Pradesh SDL - 01-Feb-20337.5%
07.64% Bihar SDL - 21-Dec-20325.6%
07.68% Gujarat SDL - 15-Mar-20335.4%
07.80% Andhra Pradesh SDL - 31-Mar-20333.8%
07.65% Gujarat SDL - 01-Feb-20333.8%
07.64% Madhya Pradesh SDL - 08-Feb-20333.7%
07.02% Gujarat SDL - 26-Mar-20333.6%
Net Current Asset3.6%
07.64% West Bengal SDL - 21-Dec-20323.4%
07.63% Haryana SDL - 04-Jan-20333.0%
07.71% Andhra Pradesh SDL - 06-Apr-20332.8%
07.63% Kerala SDL - 28-Dec-20322.4%
07.71% Gujarat SDL - 01-Mar-20332.0%
07.62% Assam SDL - 30-Nov-20321.9%
07.68% Haryana SDL - 01-Feb-20331.9%
07.62% Tamil Nadu SDL - 04-Jan-20331.9%
07.42% Gujarat SDL - 14-Feb-20331.9%
07.14% Chhattisgarh SDL - 12-Feb-20331.8%
07.58% Assam SDL - 12-Apr-20331.0%
07.39% Chattisgarh SDL - 13-Mar-20330.7%
07.66% Bihar SDL - 08-Feb-20330.4%
07.84% Rajasthan SDL - 27-Oct-20320.3%
07.64% Maharashtra SDL - 25-Jan-20330.3%
07.79% Uttar Pradesh SDL - 29-Mar-20330.3%
07.61% Rajasthan SDL - 28-Dec-20320.1%

Advanced Ratios

Alpha0.01
Beta0.31
Sharpe Ratio0.06
Sortino Ratio0.09
Treynor Ratio0.03
Information Ratio0.08
Upside Capture42.22%
Downside Capture18.49%

Instrument Mix

Total
100%
allocation
  • Government Securities96.4%
  • Cash & Cash Equivalents and Net Assets3.6%

Rating Mix

Total
100%
allocation
  • SOV96.4%
  • Cash & Equivalent3.6%

Fund • Last updated: 11/09/2026