{"id":255024,"date":"2026-09-18T10:01:12","date_gmt":"2026-09-18T04:31:12","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/uti-crisil-sdl-maturity-june-2027-index-fund-direct-growth-review-2026\/"},"modified":"2026-09-18T10:01:12","modified_gmt":"2026-09-18T04:31:12","slug":"uti-crisil-sdl-maturity-june-2027-index-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/uti-crisil-sdl-maturity-june-2027-index-fund-direct-growth-review-2026\/","title":{"rendered":"UTI CRISIL SDL Maturity June 2027 Index Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/uti-crisil-sdl-maturity-june-2027-index-fund-g-direct-plan\">UTI CRISIL SDL Maturity June 2027 Index Fund Direct Growth Plan<\/a> has a NAV of \u20b913.0121 as of 17 Sep 2026 and an AUM of \u20b965 Cr. Its 1-year, 3-year and 5-year returns are 6.14%, 7.47% and 0% respectively, and it sits in the Balanced Risk category. Our view is that this is a fairly focused index strategy for investors who want state development loan exposure with limited complexity, but the recent return pattern still needs to be read alongside a benchmark that has been weak over the same horizons.<\/p>\n<p>The fund\u2019s profile points to a steady, maturity-linked debt allocation rather than a broad market style. That can suit investors who are comfortable with moderate risk and a defined holding horizon, especially when the underlying portfolio is concentrated in a handful of government securities. The trade-off is that returns may be more muted than equity-led alternatives, even if the path can be more contained.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/uti-crisil-sdl-maturity-june-2027-index-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/uti-crisil-sdl-maturity-june-2027-index-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/uti-crisil-sdl-maturity-june-2027-index-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_UTI_CRISIL_SDL_Maturity_June_2027_Index\" title=\"Should you BUY or HOLD UTI CRISIL SDL Maturity June 2027 Index?\">Should you BUY or HOLD UTI CRISIL SDL Maturity June 2027 Index?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/uti-crisil-sdl-maturity-june-2027-index-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/uti-crisil-sdl-maturity-june-2027-index-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/uti-crisil-sdl-maturity-june-2027-index-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/uti-crisil-sdl-maturity-june-2027-index-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/uti-crisil-sdl-maturity-june-2027-index-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/uti-crisil-sdl-maturity-june-2027-index-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/uti-crisil-sdl-maturity-june-2027-index-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/uti-crisil-sdl-maturity-june-2027-index-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b913.0121 as of 17 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b965 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.15%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>11 Jan 2023<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9500<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>Balanced Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty 50<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Index Funds<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>No exit load<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Jaydeep Bhowal<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Jaydeep Bhowal.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>0.35%<\/td>\n<td>-3.66%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>1.41%<\/td>\n<td>-3.71%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>6.14%<\/td>\n<td>-7.13%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>7.47%<\/td>\n<td>5.82%<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The near-term picture is better than the benchmark. Over 1 month, 3 months and 1 year, the fund stayed positive while the benchmark was negative, which tells us the scheme has been much steadier in a difficult stretch for the comparison index.<\/p>\n<p>The 3-year return is more balanced. At 7.47%, the fund is ahead of the benchmark\u2019s 5.82%, so the longer window still supports the fund\u2019s ability to compound better than the comparison index, even if the gap is narrower than in the recent period.<\/p>\n<p>The path has not been perfectly smooth, though. The return trend over the 3-year period shows some swings, which is normal for a portfolio built around state development loans and cash equivalents, but the broader direction has remained constructive. That matters because the fund\u2019s edge is not just a single strong quarter; it has also held up better than the benchmark across the more recent windows.<\/p>\n<p>The 5-year figure is not available because the scheme history is shorter than that horizon, so the main read-through comes from the 1-year and 3-year data. Taken together, the fund looks more resilient than the benchmark in the recent cycle, while still behaving like a debt-oriented index product rather than a high-growth return engine.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_UTI_CRISIL_SDL_Maturity_June_2027_Index\"><\/span>Should you BUY or HOLD UTI CRISIL SDL Maturity June 2027 Index?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding UTI CRISIL SDL Maturity June 2027 Index? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/uti-crisil-sdl-maturity-june-2027-index-fund-g-direct-plan\">UTI CRISIL SDL Maturity June 2027 Index Fund Direct Growth Plan<\/a><\/td>\n<td>6.14%<\/td>\n<td>7.47%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/icici-pru-nasdaq-100-index-fund-g-direct-plan\">ICICI Pru NASDAQ 100 Index Fund Direct Growth Plan<\/a><\/td>\n<td>29.31%<\/td>\n<td>30.01%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/tata-nifty-capital-markets-index-fund-g-direct-plan\">Tata Nifty Capital Markets Index Fund Direct Growth Plan<\/a><\/td>\n<td>21.45%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-nifty-capital-market-index-fund-g-direct-plan\">Motilal Oswal Nifty Capital Market Index Fund Direct Growth Plan<\/a><\/td>\n<td>21.13%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-nifty-midsmall-financial-services-index-fund-g-direct-plan\">Motilal Oswal Nifty MidSmall Financial Services Index Fund Direct Growth Plan<\/a><\/td>\n<td>20.68%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/icici-pru-nifty-pharma-index-fund-g-direct-plan\">ICICI Pru Nifty Pharma Index Fund Direct Growth Plan<\/a><\/td>\n<td>17.57%<\/td>\n<td>18.84%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639.<\/p>\n<p>The fund\u2019s 1-year return trails the equity-style peer group in this table, which is expected given its debt-linked structure. Even so, its 3-year return compares more favourably than some peers that have no longer-term figure available, and it remains positive over both recent and medium-term windows.<\/p>\n<p>The more important distinction is that the peer table tells two different stories: high-return equity index funds dominate the short-term numbers, while this fund is built for a very different objective. On available longer-term data, the fund\u2019s 3-year return is constructive, but it is still modest versus the stronger return profiles shown by the equity-linked peers with a 3-year record.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>7.52% GJ SDL 2027- 24\/05\/2027<\/td>\n<td>Government Securities<\/td>\n<td>15.44%<\/td>\n<\/tr>\n<tr>\n<td>7.64% Uttarpradesh SDL 29\/03\/2027<\/td>\n<td>Government Securities<\/td>\n<td>15.41%<\/td>\n<\/tr>\n<tr>\n<td>7.51 % MH SDL Mat &#8211; 24\/05\/2027<\/td>\n<td>Government Securities<\/td>\n<td>14.67%<\/td>\n<\/tr>\n<tr>\n<td>7.53% Haryana SDL-24\/05\/2027<\/td>\n<td>Government Securities<\/td>\n<td>7.72%<\/td>\n<\/tr>\n<tr>\n<td>7.76% MP SDL Mat &#8211; 01\/03\/2027<\/td>\n<td>Government Securities<\/td>\n<td>7.7%<\/td>\n<\/tr>\n<tr>\n<td>7.78% WB SDL Mat &#8211; 01\/03\/2027<\/td>\n<td>Government Securities<\/td>\n<td>7.7%<\/td>\n<\/tr>\n<tr>\n<td>6.90% Ap SDL Mat &#8211; 22\/04\/27<\/td>\n<td>Government Securities<\/td>\n<td>7.68%<\/td>\n<\/tr>\n<tr>\n<td>6.35% Ap SDL Mat &#8211; 06\/05\/2027<\/td>\n<td>Government Securities<\/td>\n<td>7.65%<\/td>\n<\/tr>\n<tr>\n<td>Net Current Assets<\/td>\n<td>Cash &amp; Cash Equivalents and Net Assets<\/td>\n<td>4.52%<\/td>\n<\/tr>\n<tr>\n<td>07.75 Ka SDL Mat 01\/03\/2027<\/td>\n<td>Government Securities<\/td>\n<td>2.7%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The largest disclosed holding is 7.52% GJ SDL 2027- 24\/05\/2027 at 15.44%, which is a meaningful single-position weight for a maturity-focused debt fund. The tenth holding is still 2.7%, so the weight falls away, but not in a dramatic cliff-like pattern; most of the disclosed positions remain material.<\/p>\n<p>The top ten holdings together account for approximately 91.19% of the portfolio, and there are 16 disclosed holding rows in total. That tells us the portfolio is fairly concentrated in a limited set of SDL positions, with government securities dominating the visible allocation and a smaller cash-like buffer sitting in net current assets.<\/p>\n<p>Because the disclosed holdings are concentrated in state development loans maturing around 2027, the portfolio may be influenced more by duration and carry than by broad market themes. The concentration could help keep the structure easy to follow, but it also means a handful of positions are likely to have greater influence on the scheme\u2019s outcome than a widely diversified debt portfolio.<\/p>\n<p><strong>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/uti-crisil-sdl-maturity-june-2027-index-fund-g-direct-plan\">UTI CRISIL SDL Maturity June 2027 Index Fund Direct Growth Plan<\/a> page<\/strong><\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund may suit investors who are comfortable with a Balanced Risk profile and want a debt-oriented exposure that is more focused than a broad bond portfolio. The return pattern shows positive results over 1 year and 3 years, while the benchmark has been weaker over the same recent windows, so the main appeal is relative steadiness rather than aggressive growth.<\/p>\n<p>The better fit is a medium-term horizon, especially for investors who can hold until the SDL maturity window plays out. The trade-off is clear: you may accept a narrower return path and concentration in a few government securities in exchange for a structure that has held up better than the benchmark over the recent period.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Exit load: No exit load.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><strong>What is the current NAV of UTI CRISIL SDL Maturity June 2027 Index Fund Direct Growth Plan?<\/strong><br \/>The current NAV is \u20b913.0121 as of 17 Sep 2026.<\/p>\n<p><strong>What are the fund\u2019s 1-year, 3-year and 5-year returns?<\/strong><br \/>The fund\u2019s returns are 6.14% over 1 year, 7.47% over 3 years and Data not available for 5 years.<\/p>\n<p><strong>How does it compare with the benchmark?<\/strong><br \/>It has outperformed the benchmark over 1 month, 3 months, 1 year and 3 years. The benchmark has been negative over the shorter windows, while the fund has stayed positive.<\/p>\n<p><strong>How does it compare with peer funds on available return data?<\/strong><br \/>Its return profile is lower than the equity-style peers shown on 1-year numbers, but it remains positive and more stable in line with its debt-focused structure. On the 3-year figure, it is still constructive, though not in the same range as the strongest equity-linked peers with longer records.<\/p>\n<p><strong>What is the minimum SIP amount?<\/strong><br \/>The minimum SIP amount is \u20b9500.<\/p>\n<p><strong>Who manages the fund and what is the exit load?<\/strong><br \/>The fund is managed by Jaydeep Bhowal. The exit load is no exit load.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund has shown a better recent return pattern than its benchmark, and its 3-year figure also stays ahead of the comparison index. The peer table, however, makes clear that it belongs to a very different return bucket from equity-linked index funds. The portfolio is heavily anchored in a small set of SDL positions, so the structure is concentrated but easy to understand. For investors who want a maturity-linked debt allocation and can tolerate moderate risk, the case rests on steadiness rather than headline growth.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 18 September 2026 at 9:59 AM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"UTI CRISIL SDL Maturity June 2027 Index Fund Direct Growth Plan\",\"identifier\":\"uti-crisil-sdl-maturity-june-2027-index-fund-g-direct-plan\",\"category\":\"Index Funds\",\"dateCreated\":\"11 Jan 2023\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":13.0121,\"valueReference\":\"as of 17 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"65 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.15\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":6.14},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":7.47},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Jaydeep Bhowal\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of UTI CRISIL SDL Maturity June 2027 Index Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The current NAV is \u20b913.0121 as of 17 Sep 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund\u2019s returns are 6.14% over 1 year, 7.47% over 3 years and Data not available for 5 years.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with the benchmark?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It has outperformed the benchmark over 1 month, 3 months, 1 year and 3 years. The benchmark has been negative over the shorter windows, while the fund has stayed positive.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with peer funds on available return data?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its return profile is lower than the equity-style peers shown on 1-year numbers, but it remains positive and more stable in line with its debt-focused structure. On the 3-year figure, it is still constructive, though not in the same range as the strongest equity-linked peers with longer records.\"}},{\"@type\":\"Question\",\"name\":\"What is the minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The minimum SIP amount is \u20b9500.\"}},{\"@type\":\"Question\",\"name\":\"Who manages the fund and what is the exit load?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is managed by Jaydeep Bhowal. The exit load is no exit load.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\",\"description\":\"SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>UTI CRISIL SDL Maturity June 2027 Index Fund Direct Growth Plan has a NAV of \u20b913.0121 and 1-year, 3-year and 5-year returns of 6.14%, 7.47% and 0% as of 17 Sep 2026.<\/p>\n","protected":false},"author":38,"featured_media":255022,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-255024","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["255022"],"rank_math_title":["UTI CRISIL SDL Maturity June 2027 Review | NAV"],"rank_math_description":["UTI CRISIL SDL Maturity June 2027 Index Fund Direct Growth Plan NAV is \u20b913.0121; 1Y return is 6.14% as of 17 Sep 2026."],"rank_math_focus_keyword":["UTI CRISIL SDL Maturity June 2027 Index Fund Direct Growth Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/09\/UTI_CRISIL_SDL_Maturity_June_2027_Index_Fund_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_neutral.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/255024","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=255024"}],"version-history":[{"count":0,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/255024\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/255022"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=255024"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=255024"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=255024"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}