INDProtect
Overview (as on 25 Feb 2021)
NAV
₹20.9477
1y returns
6.872%
Fund AUM
₹249 Cr
Expense Ratio
1.59%
Min SIP
₹500
Min Lumpsum
₹10,000
Fund Performance
Calculator
Monthly SIP
Lumpsum
I would like to invest
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
3.37% projected returns
₹0
2.54% projected returns
₹0
4.03% projected returns
₹0
3.37% projected returns
₹0
3.37% projected returns
₹0
3.37% projected returns
Asset Allocation
Debt & Cash (100.00%)
Sector Allocation
Government
47.12%
Cash Equivalent
34.97%
Corporate
17.92%
Debt Credit Ratings
AAA
72.83%
Below B
22.07%
AA
5.09%
Key Metrics
Modified Duration
6.18 yr
Average Maturity
8.56 yr
Yield to Maturity
6.42%
Holdings
All
Equity
Debt & Cash
Holding Name
Type
Holding Percentage
INDProtect
Fund Details
Investment Objectives
"The investment objective of the scheme is to generate optimal returns with adequate liquidity through active management of the portfolio, by investing in debt and money market instruments across duration. However, there can be no assurance that the investment objective of the scheme will be realized. The Scheme does not guarantee / indicate any returns."
Scheme Name
UTI Dynamic Bond Regular Plan Growth
Scheme Document
Exit Load
For 0 - 3 Months: 3%
For 3 - 6 Months: 2%
For 6 - 12 Months: 1%
After 12 Months : 0%
Plan Started
16 June, 2010
Fund Manager
Amandeep Chopra
Fund House Details
Fund House
UTI Asset Management Co Ltd
Email
NA
Phone
+912266786503;66786578
Address
PMS Division, UTI - Tower, “Gn” Block, Bandra Kurla Complex, Mumbai- 400051
Peer Funds
UTI Dynamic Bond Regular Plan Growth
NAV
₹20.9477
INDmoney Analysis
Return Score
Below Average
Risk Score
Below Average
Credit Quality
Low
Interest Rate Sensitivity
High
Fund is in Bottom 50 percent in its Category
Return score is based upon:
Benchmark out performance
Consistency of returns
Indicative yields
Fund is in Bottom 50 percent in its Category
Risk score is based upon:
Market sensitivity
Credit risk
Underlying maturity
Fund has low quality bonds and commercial papers
Credit Quality is based upon:
Long term credit rating
Credit rating outlook
Probability of default
Based on credit rating and modified duration of underlying instruments
Fund Manager

Amandeep Chopra
leader
Work Experience
"null"