• Mutual Funds
  • UTI Mutual Fund
  • UTI Medium Term Fund ion (RIDCW-6M)

Formerly UTI M/T Reg HY DR

UTI Mutual Fund

UTI Medium Term Fund ion (RIDCW-6M)

DebtMedium Duration

11.1829

NAV (Oct 04)

2.6%
3 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in medium duration mutual funds.

Medium duration 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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 60 Cr

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

Rolling Returns

Neutral

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

View all 8 analysis

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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

11.1829

NAV (Oct 4)

Fund Returns

Last 1Y

1.2%

Last 3Y

2.6%

Last 5Y

3%

Last 10Y

NA

Since Inception

4.5%

6 Month CAGR

0.2%

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

60.055

ISIN

INF789FB1JZ3

Lock-in

No Lock-in

Benchmark

CRISIL Medium Duration TR INR

SIP Minimum

1000

Lumpsum Min.

20000

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 2022-10-04

Top Debt Holdings

5.15% govt stock 2025

15.8%
15.8%

net current assets

12.8%
12.8%

7.59% govt stock 2029

12.8%
12.8%

dilip buildcon limited

8.3%
8.3%

reliance industries limited

8.3%
8.3%
See all holdings

Compare UTI Medium Term Fund ion (RIDCW-6M)

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

₹ 48,600 cr

₹ 15,110 cr

₹ 15,466 cr

₹ 15,116 cr

₹ 48,600 cr

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 189,617 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%

    15.2%

    11.4%

    18.6%

    14.5%

    16.2%

    15.5%

    3.5%

    6.3%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    UTI Medium Term Fund ion (RIDCW-6M) Review

    UTI Medium Term Fund ion (RIDCW-6M) is a Medium Duration Debt fund and has delivered an annualised return of 4.5% over a period of 7 years. The fund was previously known as UTI M/T Reg HY DR. The fund is managed by UTI Asset Management Co Ltd. The fund managers are Amandeep Chopra, Ritesh Nambiar.

    Nav of UTI Medium Term Fund ion (RIDCW-6M) as of 10/4/2022 is ₹11.18 with the total AUM as of 10/5/2022 is ₹60.055. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Medium Term Fund ion (RIDCW-6M) was launched on Mar 31, 2015. The category risk of the fund is Moderate Risk.

    The minimum SIP amount for UTI Medium Term Fund ion (RIDCW-6M) 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. Check your estimated returns on mutual funds by using sip calculator.

    UTI Medium Term Fund ion (RIDCW-6M) 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 ion (RIDCW-6M) is rated as a 2 fund in Debt and delivered 1.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Medium Term Fund ion (RIDCW-6M).

    Frequently Asked Questions

    What is UTI Medium Term Fund ion (RIDCW-6M)?

    UTI Medium Term Fund ion (RIDCW-6M) is a Medium Duration 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 ion (RIDCW-6M)?

    You can invest in UTI Medium Term Fund ion (RIDCW-6M) 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 ion (RIDCW-6M)?

    The minimum sip amount for UTI Medium Term Fund ion (RIDCW-6M) is ₹1000. You can invest in multiples of ₹20000.

    Is UTI Medium Term Fund ion (RIDCW-6M) good to invest in?

    As per Scripbox experts, UTI Medium Term Fund ion (RIDCW-6M) is a Neutral fund. You can investUTI Medium Term Fund ion (RIDCW-6M) 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 ion (RIDCW-6M)?

    The expense ratio of the UTI Medium Term Fund ion (RIDCW-6M) is 1.61% for regular plan.