Fund Overview
Fund

UTI CRISIL SDL Maturity June 2027 Index Fund

ISIN: INF789F1AWZ8

13.016.25% (1Y)
End of Day NAV as on Sep 10, 2026
12.212.412.612.913.1Sep 2025Feb 2026Sep 2026

Fundamentals

Asset TypeDebt
YTM5.91%
Avg Maturity0.71
Macaulay Duration0.69
Modified Duration0.67

Fund Parameters

AUM (Cr)65
Base Expense Ratio0.16%
Tracking Error0.22%
All-In-Cost0.38%
Inception Date11 Jan 2023
Scheme Plan - Option - TypeDirect Plan - Growth - Open ended scheme
Native Score

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Fund Holdings

NameWeight
07.52% Gujarat SDL - 24-May-202715.5%
07.64% Uttar Pradesh SDL - 29-Mar-202715.5%
07.51% Maharashtra SDL - 24-May-202714.7%
07.53% Haryana SDL - 24-May-20277.7%
07.78% West Bengal SDL - 01-Mar-20277.7%
07.76% Madhya Pradesh SDL - 01-Mar-20277.7%
06.90% Andhra Pradesh SDL - 22-Apr-20277.7%
06.35% Andhra Pradesh SDL - 06-May-20277.7%
Net Current Asset4.3%
07.75% Karnataka SDL - 01-Mar-20272.7%
07.85% Tamil Nadu SDL - 15-Mar-20272.3%
07.23% Tamil Nadu SDL - 14-Jun-20272.0%
07.61% Uttar Pradesh SDL - 11-May-20271.5%
07.20% Gujarat SDL - 14-Jun-20271.5%
07.80% Kerala SDL - 15-Mar-20270.8%
07.62% Tamil Nadu SDL - 29-Mar-20270.7%

Advanced Ratios

Alpha0.01
Beta0.05
Sharpe Ratio0.30
Sortino Ratio0.62
Treynor Ratio0.26
Information Ratio0.09
Upside Capture17.11%
Downside Capture-11.14%

Instrument Mix

Total
100%
allocation
  • Government Securities95.7%
  • Cash & Cash Equivalents and Net Assets4.3%

Rating Mix

Total
100%
allocation
  • SOV95.7%
  • Cash & Equivalent4.3%

Fund • Last updated: 11/09/2026