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Partner With Us NRI

Jan 25, 2022


Category

Debt

AUM (Cr.)

1.36

Exit Load (%)

0.00

Min Inv Lumpsum

5,000

Expense Ratio

0.00

Sharpe Ratio

234.75

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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Return Calculator

Investment Type

SIP Lumpsum

Company

Period(Year)

Amount

  • 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-Q) 0 0 0 0 0 0
Benchmark - CRISIL Medium Term Debt Index 0 0 0 0 0 0
Category Average - DEBT 0.83 -1.92 0.18 5.15 4.79 3.95
Category Rank 6/16 17/16 16/16 9/16 15/16 16/16
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Kotak Medium Term Fund (G) 18.4775 0.06 3.63 6.12 5.75 1,917.75 1.56 5,000.00 invest
Baroda BNP Paribas Medium Duration Fund-Reg (G) 15.3628 0.06 1.79 4.03 2.55 38.61 0.98 5,000.00 invest
Aditya Birla SL Medium Term Plan (G) 30.7407 0.05 24.26 9.60 7.63 1,628.20 1.57 1,000.00 invest
Franklin India Income Oppt-SP2 (IDCW) (Wound up) 0.2326 0.04 0.00 0.00 0.00 56.21 0.00 5,000.00 invest
DSP Bond Fund - Regular (IDCW) 11.2572 -81.55 2.60 5.29 4.39 341.31 0.00 500.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

latest news

UTI Transportation & Logistics Fund Announces change in benchmark index

UTI Mutual Fund has announced change in the benchmark index name of UTI Tra...

Aug 17, 2022 10:36

UTI Hybrid Equity Fund Announces Income Distribution cum Capital Withdrawal (IDCW)

UTI Mutual Fund has announced 17 August 2022 as the record date for declara...

Aug 12, 2022 11:02

UTI Gilt Fund with 10 year Constant Duration Announces change in fund manager

UTI MF has announced change in fund manager under the following scheme, wit...

Aug 03, 2022 13:33

UTI Mutual Fund Announces Appointment of Director

UTI Mutual Fund has announced that Kiran Kumar Tarania has been appointed a...

Aug 01, 2022 12:38

UTI Mutual Fund Announces Resignation of Director

UTI Mutual Fund has announced that Sanjay Varshneya, Director of Board of U...

Jul 28, 2022 17:23

UTI Mutual Fund Announces Appointment of Director

UTI Mutual Fund has announced that Imtaiyazur Rahman has been appointed as ...

Jul 28, 2022 17:16

SCHEME DETAILS

AMC Name : UTI Mutual Fund
Fund Name : UTI-Medium Term Fund(Segregated)-Regular (IDCW-Q)
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