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UTI Mutual Fund

UTI Dynamic Term Fund

UTI Mutual Fund · Direct plan · Growth

3-year returns
7.3%
a year
NAV
₹35.67
▲ 0.02% · 18 Sept 2026
Fund size
₹401 Cr
Expense ratio
0.88%
a year
Minimum SIP
₹500

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹32.50 and has returned 6.44% a year over 3 years.

Returns, and where it stands

Against the average dynamic bond fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year5.5%4.6%ahead7 of 22
3 years7.3%6.9%ahead9 of 22
5 years9.6%6.2%ahead1 of 20
10 years6.9%6.9%behind9 of 16
Every period, and the Regular plan →
PeriodDirectRegular
1 month-0.1%-0.2%
3 months1.2%1%
6 months2.8%2.4%
1 year5.5%4.7%
2 yearsp.a.6.3%5.4%
3 yearsp.a.7.3%6.4%
5 yearsp.a.9.6%8.7%
7 yearsp.a.8%7.2%
10 yearsp.a.6.9%6.1%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Sept 2016.

Plan

NAV history

▲ 5.51% in the last 1Y

33.834.835.718 Sept 202520 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,80,000
Gain
₹18,656
XIRR (per year)
6.53%
Value today
₹1,98,656

36 monthly instalments from 22 Sept 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
1.8% a year
about the same as the dynamic bond fund average
Worst fall so far
−8.1%
Dec 2018 to Jun 2019, against −3.7% for the category.
Years that made money
90.1%
Of every one-year stretch it has been through.
Over any three years
1% to 11.9%
A year, at worst and at best. Typically 6.9%.

Fund details

Minimum lumpsum
₹500
Minimum top-up
₹500
Lock-in
None
Plan started
1 Jan 2013
Expense ratio
0.88%
as of 31 Jul 2026

Managed by Pankaj Pathak

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

UTI Dynamic Term Fund against other funds in the Dynamic Bond Fund category
Fund1Y3Y5YExpenseFund size
360 ONE Dynamic Term Fund5.71%8.05%6.82%0.34%₹559 Cr
Kotak Dynamic Term Fund6.28%7.83%6.61%0.61%₹2,342 Cr
Aditya Birla Sun Life Dynamic Term Fund5.8%7.65%7.22%0.55%₹1,422 Cr
ICICI Prudential Dynamic Term Fund5.51%7.63%6.99%0.63%₹13,163 Cr
BANDHAN Dynamic Term Fund7.19%7.59%6.15%0.79%₹1,944 Cr
Mahindra Manulife Dynamic Term Fund5.14%7.46%5.96%0.38%₹49 Cr
UTI Dynamic Term Fund5.51%7.34%9.57%0.88%₹401 Cr

About UTI Dynamic Term Fund

UTI Dynamic Term Fund is a dynamic bond fund managed by UTI Mutual Fund. Debt funds that change their portfolio duration freely based on the fund manager’s view on interest rates.

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.

The scheme's stated objective, as published by UTI Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

Gains on debt fund units bought on or after 1 April 2023 are added to your income and taxed at your slab rate, however long you hold them. Units bought before that date follow the older long-term rules.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹35.674120762
DirectAnnual IDCW₹15.1345135536
DirectDiscontinued Flexi IDCW₹17.9029133180
DirectDiscontinued Quarterly IDCW₹27.4526120763
DirectHalf yearly IDCW₹17.5603134788
RegularGrowth₹32.497113077
RegularAnnual IDCW₹13.9437133852
RegularDiscontinued Flexi IDCW₹17.2248135336
RegularDiscontinued Quarterly IDCW₹17.6943113078
RegularHalf yearly IDCW₹16.0137139181

Frequently asked questions

What is the NAV of UTI Dynamic Term Fund today?

The NAV of UTI Dynamic Term Fund (Direct plan, Growth) is ₹35.674 and the Regular plan NAV is ₹32.497, as of 18 Sept 2026.

What returns has UTI Dynamic Term Fund given?

Over the last year the Direct plan returned 5.51%, and 7.34% a year over 3 years and 9.57% a year over 5 years. That places it 9 of 22 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of UTI Dynamic Term Fund?

The Direct plan charges 0.88% a year, as disclosed on 31 Jul 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in UTI Dynamic Term Fund?

You can start a monthly SIP with ₹500, or invest a lump sum of ₹500 or more.

How much has UTI Dynamic Term Fund fallen in the past?

Its deepest fall was 8.1% from 26 Dec 2018 to 10 Jun 2019. Of every one-year stretch in its history, 90% ended in a gain.

Which category does UTI Dynamic Term Fund belong to?

It is a Dynamic Bond Fund from UTI Mutual Fund. Debt funds that change their portfolio duration freely based on the fund manager’s view on interest rates.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from UTI Dynamic Term Fund taxed?

Gains on debt fund units bought on or after 1 April 2023 are added to your income and taxed at your slab rate, however long you hold them. Units bought before that date follow the older long-term rules.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.