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  • UTI Mutual Fund
  • UTI Medium Term Fund (Growth)
UTI Mutual Fund

UTI Medium Term Fund (Growth)

DebtMedium Term

15.2832

NAV (Dec 02)

2.8%
3 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in medium term mutual funds.

Medium term funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Rolling Returns

Poor

The performance of the fund on a Rolling Returns metric has been Poor

Scripbox Recommended Debt Funds

Want the Debt funds that are right for your short term investment needs?

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

15.2832

NAV (Dec 2)

Fund Returns

Last 1Y

2.3%

Last 3Y

2.8%

Last 5Y

4%

Last 10Y

NA

Since Inception

5.7%

6 Month CAGR

3.1%

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.

Expense Ratio

1.61

Launched (7y ago)

Mar 31, 2015

AUM in Crores

57.803

ISIN

INF789FB1JU4

Lock-in

No Lock-in

Benchmark

CRISIL Medium Duration TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

3.6

Standard Deviation (5yr)

3.1

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

7.31

Fund Managers

Ritesh Nambiar

Fund Manager

Amandeep Chopra

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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.

Asset allocation and Holdings

Last updated on 2022-12-02

Top Debt Holdings

5.15% govt stock 2025

16.3%
16.3%

7.59% govt stock 2029

13.1%
13.1%

reliance industries limited

8.6%
8.6%

5.79% govt stock 2030

7.8%
7.8%

182 Days Treasury Bill 29-12-2022

6.9%
6.9%
See all holdings

Compare UTI Medium Term Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 46,469 cr

₹ 14,221 cr

₹ 18,664 cr

₹ 13,008 cr

₹ 46,469 cr

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 190,891 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 60 equity,488 debt and 31 hybrid funds.

amc-img

  • 022-62278000
  • invest@utico.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    4%

    6.8%

    16.9%

    11.8%

    3.9%

    6.7%

    17.6%

    14.7%

    16.9%

    15.7%

    UTI Medium Term Fund (G) Review

    UTI Medium Term Fund (G) is a Medium Term Debt fund and has delivered an annualised return of 5.7% over a period of 7 years. The fund is managed by UTI Asset Management Co Ltd. The fund managers are Amandeep Chopra, Ritesh Nambiar.

    Nav of UTI Medium Term Fund (G) as of 12/2/2022 is ₹15.28 with the total AUM as of 12/3/2022 is ₹57.803. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Medium Term Fund (G) was launched on Mar 31, 2015. The category risk of the fund is Moderate Risk.

    The minimum SIP amount for UTI Medium Term Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.

    UTI Medium Term Fund (G) 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 Duration TR INR.

    UTI Medium Term Fund (G) is rated as a 2 fund in Debt and delivered 2.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Medium Term Fund (G).

    Frequently Asked Questions

    What is UTI Medium Term Fund (G)?

    UTI Medium Term Fund (G) is a Medium Term Debt scheme predominantly investing across Debt stocks with an investment objective to generate wealth over the long term.

    How to invest in UTI Medium Term Fund (G)?

    You can invest in UTI Medium Term Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of UTI Medium Term Fund (G)?

    The minimum sip amount for UTI Medium Term Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is UTI Medium Term Fund (G) good to invest in?

    As per Scripbox experts, UTI Medium Term Fund (G) is a Neutral fund. You can investUTI Medium Term Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the UTI Medium Term Fund (G)?

    The expense ratio of the UTI Medium Term Fund (G) is 1.61% for regular plan.