Click here for top ranked funds in medium term mutual funds.
However, Scripbox does not recommend investing in medium term mutual funds.
Medium Duration Funds invest in debt and money market instruments such that the duration of the portfolio is between 3 to 4 years.This exposes them to higher variation when interest rates change.
This is a small category (less than 2% of the total debt fund assets).We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category because of the higher credit risk and higher interest rate risk.
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Historical NAV
₹ 11.8788
NAV (Oct 20)
Fund Returns
Last 1Y
7%
Last 3Y
4.1%
Last 5Y
4.2%
Last 10Y
NA
Since Inception
5.3%
6 Month CAGR
5.7%
Scheme Information
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.
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
UTI Asset Management Co Ltd manages assets worth 186,049 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 59 equity,485 debt and 34 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
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About UTI Medium Term Fund Inc Dist cum Cap Wdrl (PIDCW-A)
About UTI Medium Term Fund Inc Dist cum Cap Wdrl (PIDCW-A)
UTI Medium Term Fund Inc Dist cum Cap Wdrl (PIDCW-A) is a Medium Term Debt fund and has delivered an annualised return of 5.3% over a period of 6 years. The fund was previously known as UTI M/T Reg Ann DP . The fund is managed by UTI Asset Management Co Ltd. The fund managers are Amandeep Chopra, Ritesh Nambiar
UTI Medium Term Fund Inc Dist cum Cap Wdrl (PIDCW-A) 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. . However, there is no assurance that the objective of the scheme will be realized.
UTI Medium Term Fund Inc Dist cum Cap Wdrl (PIDCW-A) NAV,AUM,Risk
The UTI Medium Term Fund Inc Dist cum Cap Wdrl (PIDCW-A) fund was launched on Mar 31, 2015. The NAV (Net Asset Value) of this Medium Term Debt fund as of 2021-10-20 is ₹11.88. The total AUM (Asset Under Management) of the fund as of 21/10/2021 is ₹66.78. The category risk of the UTI Medium Term Fund Inc Dist cum Cap Wdrl (PIDCW-A) fund is Moderately High risk. The fund charges 1.61 % as expense ratio.
UTI Medium Term Fund Inc Dist cum Cap Wdrl (PIDCW-A) Holdings
The fund’s highest allocation is towards Debt and has invested 91.8% in this asset class. The top three holdings of the fund are , 7.59% govt stock 2029 , net current assets , 7.26% govt stock 2029 , reliance industries limited , the indian hotels company limited , amba river coke limited , 4.45% govt stock 2034 , dilip buildcon limited , 6.10% govt stock 2031 , 5.79% govt stock 2030 , india grid trust , govt stock , shriram transport finance company limited , power finance corporation limited , piramal capital & housing finance ltd , housing development finance corporation limited , export-import bank of india , clearing corporation of india ltd. std - 91 daysmargin deposit
UTI Medium Term Fund Inc Dist cum Cap Wdrl (PIDCW-A) Sip
The minimum SIP (Systematic Investment Plan) amount for this is ₹1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 20000.
UTI Medium Term Fund Inc Dist cum Cap Wdrl (PIDCW-A) Investment volatility and Horizon
This fund is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Medium Term Debt TR INR.
UTI Medium Term Fund Inc Dist cum Cap Wdrl (PIDCW-A) Review
UTI Medium Term Fund Inc Dist cum Cap Wdrl (PIDCW-A) has a score of 1 on a scale of 5. The fund has a score of 3 out of 5 based on historical performance. As compared to the other funds in its category, UTI Medium Term Fund Inc Dist cum Cap Wdrl (PIDCW-A) has a score of 1out of 5
The credit risk of the fund is 4 out of 5 as compared to other debt funds.
