₹ 14.0639
NAV (Apr 16)
Neutral
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.
Track Record
6 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.
Relative Size
80 Cr. Negligible within the category
Impact of Interest Rate Changes
High Interest Rate Risk. The impact on fund value is high when interest rates change
Credit Quality Of Fund's Portfolio
Low Credit Risk. The fund has a high credit quality compared to other debt funds
Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
No single fund can achieve what a plan can. Learn why
Scheme Information
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.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Moderate Risk
1.64 %
Expense Ratio
Mar 31, 2015
Launched (6y ago)
₹ 80
AUM in Crores
INF789FB1JU4
ISIN
No Lock-in
Lock-in
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
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.
Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
Comparison with Debt Funds
Ultra Short
Recommended
Top Ranked
17 Years
Age
Track Record
Liquid
Recommended
Top Ranked
17 Years
Age
Track Record
Ultra Short
Recommended
Top Ranked
22 Years
Age
Track Record
Low Duration
Recommended
Top Ranked
19 Years
Age
Track Record
Liquid
Recommended
Top Ranked
18 Years
Age
Track Record
About the AMC
UTI Asset Management Company Ltd
UTI Asset Management Co Ltd manages assets worth 146,745 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.
Index Funds
Recommended
Top Ranked
₹ 3,291 Cr
Fund Size
12.5%
3Y returns
Index Funds
Top Ranked
₹ 3,291 Cr
Fund Size
12.5%
3Y returns
Index Funds
Top Ranked
₹ 3,291 Cr
Fund Size
12.5%
3Y returns
Low Duration
Top Ranked
₹ 3,441 Cr
Fund Size
2.9%
3Y returns
Liquid
Top Ranked
₹ 25,522 Cr
Fund Size
5.7%
3Y returns
Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.
Choose a plan to invest to start investing
Create an account with Scripbox through a paperless process, to invest in this fund
Invest via netbanking, UPI or through an SIP (eNACH mandate).
Track, invest more and withdraw your investments through the Scripbox dashboard
You'll never have to worry about what funds to choose. We'll suggest what's best for you.
We will track our recommendations and suggest changes & fund exists whenever required.
Our customer champions are available 7 days a week from 8AM to 8PM.
We review your investments and make course corrections every year to make the best out of your investments
UTI Medium Term Fund (G) is a medium term debt fund and has delivered an annualised return of 5.8% over a period of 6 years ..The fund is managed by UTI Asset Management Co Ltd.The fund managers are Amandeep Chopra, Ritesh Nambiar
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.
The UTI Medium Term Fund (G) fund was launched on Mar 31, 2015. The NAV (Net Asset Value) of this medium term debt as of 2021-04-16 is ₹ 14.0639. The total AUM (Asset Under Management) of the fund as of 2021-04-18 is ₹ 79.608. The category risk of the UTI Medium Term Fund (G) fund is Moderate Risk. The fund charges 1.64 % as expense ratio.
The fund’s highest allocation is towards debt and has invested 74.4% in this asset class. The top three holdings of the fund are 5.85% govt stock 2030,7.26% govt stock 2029 and l&t infrastructure finance company limited
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 ₹ 5000.
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 .
UTI Medium Term Fund (G) has a score of 2 on a scale of 5. The fund scores 3 out of 5 based on historical performance. As compared to the other funds in its category, UTI Medium Term Fund (G) has a score of 1 out of 5. The credit risk of the fund is 4 out of 5 as compared to other debt funds.