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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 160,568 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
About UTI Medium Term Fund Segregated 06032020 Inc Dist cumCapWdrl (PIDCW-A)
About UTI Medium Term Fund Segregated 06032020 Inc Dist cumCapWdrl (PIDCW-A)
UTI Medium Term Fund Segregated 06032020 Inc Dist cumCapWdrl (PIDCW-A) is a Other Other fund and has delivered an annualised return of % over a period of 1 years .The fund was previously known as UTI M/T Sgtd-06032020 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 Segregated 06032020 Inc Dist cumCapWdrl (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 Segregated 06032020 Inc Dist cumCapWdrl (PIDCW-A) NAV,AUM,Risk
The UTI Medium Term Fund Segregated 06032020 Inc Dist cumCapWdrl (PIDCW-A) fund was launched on Mar 09, 2020. The NAV (Net Asset Value) of this Other Other as of is ₹ . The total AUM (Asset Under Management) of the fund as of 2021-07-29 is ₹ . The category risk of the UTI Medium Term Fund Segregated 06032020 Inc Dist cumCapWdrl (PIDCW-A) fund is Moderate Risk.
The fund charges 0.0 % as expense ratio.
UTI Medium Term Fund Segregated 06032020 Inc Dist cumCapWdrl (PIDCW-A) SIP
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 0 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.
UTI Medium Term Fund Segregated 06032020 Inc Dist cumCapWdrl (PIDCW-A) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Medium Term Debt TR INR
UTI Medium Term Fund Segregated 06032020 Inc Dist cumCapWdrl (PIDCW-A) Review
UTI Medium Term Fund Segregated 06032020 Inc Dist cumCapWdrl (PIDCW-A) has a score of 0 on a scale of 5. The fund scores 0 out of 5 based on historical performance. As compared to the other funds in its category, UTI Medium Term Fund Segregated 06032020 Inc Dist cumCapWdrl (PIDCW-A) has a score of 0 out of 5.
Scipbox has rated this fund 0 out of 5 based on consistency of performance over various years / tenures.
