UTI Financial Services Debt Fund Direct Growth
Get the latest NAV of UTI Financial Services Debt Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹10.00
NAV as on 01 Jan 0001
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8 people have invested ₹ 56K in UTI Financial Services Debt Fund in the last three months
UTI Financial Services Debt Fund Performance vs. Bond Index
Fund returns vs Benchmark returns vs Category Average returns as on (01-Jan-01)
The fund has underperformed the benchmark (Bond Index) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
UTI Financial Services Debt Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
UTI Financial Services Debt Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | -- |
Benchmark | CRISIL Financial Services S/T Dbt Idx |
| AUM | -- |
| Inception Date | 5 November, 2026 |
| Min Lumpsum/SIP | ₹500/₹500 |
| Exit Load | 0% |
| Lock In | No Lock-in |
TurnOver | 0% |
| Risk |   Moderate Risk |
About UTI Financial Services Debt Fund
UTI Financial Services Debt Fund Direct Growth is a debt fund. This fund was started on 5 November, 2026. The fund is managed by Amit Sharma. This fund is suitable to keep your money safe.
Key Parameters
- UTI Financial Services Debt Fund has ₹0 Cr worth of assets under management (AUM) as on Nov 2026 and is more than category average.
- The fund has an expense ratio 0.
Returns
UTI Financial Services Debt Fund has given a CAGR return of 0.00% since inception.
Holdings
UTI Financial Services Debt Fund has allocated its funds majorly in . Its top holdings are
Taxation
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.
Investment objective of UTI Financial Services Debt Fund
The primary investment objective of the scheme is to generate optimal returns for investors with a short term investment horizon by investing in debt and money market securities of entities predominantly belonging to financial services sector. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. UTI Financial Services Debt Fund has no lock in period.
Fund Manager
Amit Sharma
Fund Manager of UTI Financial Services Debt Fund, since 5 November 2026
Frequently Asked Questions for UTI Financial Services Debt Fund Direct Growth
How do I invest in UTI Financial Services Debt Fund?
- Download the INDmoney app.
- Search for ‘UTI Financial Services Debt Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.