UTI Dynamic Bond Fund Segregated 17022020 Direct Growth

UTI Dynamic Bond Fund Segregated 17022020 Direct Growth is a debt fund. This fund was started on 9 March, 2020. The fund is managed by Sudhir Agarwal. This fund is suitable to keep your money safe.

1. UTI Dynamic Bond Fund Segregated 17022020 Direct Growth has ₹7 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
2. The fund has an expense ratio 0.
   

UTI Dynamic Bond Fund Segregated 17022020 Direct Growth has given a CAGR return of 96.88% since inception. Over the last 1 year the fund has given a CAGR return of 338.86%.

UTI Dynamic Bond Fund Segregated 17022020 Direct Growth has allocated its funds majorly in Cash Equivalent. Its top holdings are Vodafone Idea Limited

As it is a other bond mutual fund the taxation is as follows:
If the fund is debt oriented i.e. asset allocation of more than 65% in debt instruments:
Invested before 1 April 2023 and held for less than 24 months, STCG will be taxed at your income slab rate.
Invested before 1 April 2023 and held for more than 24 months, LTCG will be taxed at 12.5%.
Invested after 1 April 2023, capital gains will be taxed at your income slab rate.
Dividends will always be taxed at slab rate.

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.

Minimum investment for lump sum payment is INR 0.00 and for SIP is INR 0.00. UTI Dynamic Bond Fund Segregated 17022020 Direct Growth has no lock in period.