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  • Mutual Fund
  • UTI-Medium Term Fund(Segregated)-Regular (IDCW-A)

Jan 25, 2022

Category

Debt

AUM (Cr.)

1.36

Exit Load (%)

0.00

Min Inv Lumpsum

5,000

Expense Ratio

0.00

Sharpe Ratio

0.00

Beta Ratio

0.00

Fund Manager

Sunil Patil

Inception Date

Feb 18, 2020

Risk Level

Moderate

Investment Objective

The investment objective of the scheme is to generate reasonable income by investing in debt & money market securities such that the Macaulay duration of the portfolio is between 3 to 4 years. However there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.

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CRISIL Medium Term Debt Index

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Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - UTI-Medium Term Fund(Segregated)-Regular (IDCW-A) 0 0 0 0 0 0
Benchmark - CRISIL Medium Term Debt Index 0 0 0 0 0 0
Category Average - DEBT 0.64 3.78 6.77 5.74 5.6 6.52
Category Rank 7/10 6/10 9/10 2/10 11/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Kotak Medium Term Fund (G) 19.5251 0.08 5.69 5.17 5.98 1,989.07 1.58 100.00 invest
Aditya Birla SL Medium Term Plan-SegPF1 (IDCW-Q) 0.2373 0.04 0.00 0.00 0.00 130.72 0.00 1,000.00 invest
Aditya Birla SL Medium Term Plan-SegPF1 (IDCW-H) 0.2403 0.04 0.00 0.00 0.00 130.72 0.00 1,000.00 invest
Aditya Birla SL Medium Term Plan-SegPF1 (G) 0.5460 0.04 0.00 0.00 0.00 130.72 0.00 1,000.00 invest
DSP Bond Fund - Regular (IDCW) 11.6502 -82.16 6.91 4.59 5.14 366.26 0.00 100.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

latest news

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Sep 18, 2023 11:38

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Aug 17, 2023 12:03

UTI Regular Savings Fund Announces Income Distribution cum capital withdrawal (IDCW)

UTI Mutual Fund has announced IDCW is 01 August 2023 as the record date for...

Jul 28, 2023 09:17

UTI Multi Asset Fund Announces Income Distribution cum capital withdrawal (IDCW)

UTI Mutual Fund has announced 21 July 2023 as the record date for declarati...

Jul 19, 2023 09:57

UTI Mutual Fund Announces Appointment of Chief Information Security Officer (CISO)

UTI Mutual Fund has announced that Mr Althmash Sayyed has been appointed as...

Jul 10, 2023 09:47

SCHEME DETAILS

AMC Name : UTI Mutual Fund
Fund Name : UTI-Medium Term Fund(Segregated)-Regular (IDCW-A)
Contact Persone : Sunil Patil
Registered Address : UTI Towers, Gn Block,Bandra Kurla Complex,Bandra (East), Mumbai 400 051
Telephone No : 66786666
Fax No. : 66786503;66786578
Email : service:uti.co.in
Website : www.utimf.com