An open-ended debt fund managed dynamically across duration
The Fund has the flexibility to capture opportunities across the interest rate cycles by actively rebalancing its portfolio in line with the evolving interest rate scenario. It has the ability to reduce/ increase duration when interest rates are expected to rise/ fall. The Fund intends to maintain adequate liquidity through active management of the portfolio.
Nil
Redeem/SIP/STRIP/Switch
Relatively High interest rate risk and Relatively Moderate Credit Risk (B-III)
Money Market Instruments, Debentures and Securitised Debt: 0-100% (Low to Medium) Debt Instruments including Securitised Debt*: 0-100% (Medium) Units issued by REITs & InvITs: 0-10% (Medium to High) *Debt securities will also include Securitised Debt, which may go up to 50% of the portfolio
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.
Dynamic Bond
An open ended dynamic debt scheme investing across duration. A Relatively High interest rate risk and Relatively Moderate Credit Risk (B-III)
• The fund dynamically manages duration by investing across the yield curve in response to the change in market environment • It maintains a diversified portfolio of bonds, debentures and Government Securities • The Fund would seek to invest across maturities & credit ratings with the intent of optimizing returns with commensurate risk.
This product is suitable for investors who are seeking*: Optimal returns with adequate liquidity over medium to long term. Investment in Debt & Money Market Instruments. Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
- Investors looking for overall portfolio diversification - Investors who want growth with limited downside risk to their portfolio - Investors looking for tax efficient returns - Retirees looking for moderate and stable returns with low volatility - First time mutual fund investors
UTI Dynamic Bond Fund is an all weather debt fund that has the flexibility to counter a dynamic environment by actively managing the portfolio in line with the evolving interest rate scenario. The fund aims to generate optimal returns by increasing duration in a falling interest rate environment and prevent loss of capital by lowering duration when interest rates are rising. The scheme aims to maintain adequate liquidity through active management of the portfolio. Investors having an invetsment horizon of 1 to 3 years may look at this fund
UTI Dynamic Bond Fund is an open ended dynamic debt scheme which invests in debt & money market instruments across maturities & credit ratings with the intent of optimizing returns with commensurate risk. The fund has the ability to reduce/ increase duration when interest rates are expected to rise/ fall thereby preserving capital and generating reasonable returns.
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.
• Investors looking to capitalize on interest rate movement along with reasonable returns and adequate liquidity
• Investors seeking to do asset allocation across various asset classes
• Investors who want to build their medium term debt portfolio in an uncertain environment
• Investors having a moderate risk appetite and an investment horizon of 1 to 3 years may look at this fund
UTI Dynamic Bond Fund is an all weather debt fund that has the flexibility to counter a dynamic environment by actively managing the portfolio in line with the evolving interest rate scenario. The fund aims to generate attractive returns by increasing duration in a falling interest rate environment and prevent loss of capital by lowering duration when interest rates are rising. The scheme aims to maintain adequate liquidity through active management of the portfolio. Investors having an invetsment horizon of 1 to 3 years may look at this fund
Investors can simply log on to utimf.com or use UTI Mutual Fund Application and start investing subject to KYC compliance. Investors may also approach nearest UTI Financial Centers (UFCs). Alternatively, you may also approach your mutual fund distributor, financial advisor or various online platform for investments.