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  • UTI Medium Term Fund Segregated 06032020 (Growth)
UTI Mutual Fund

UTI Medium Term Fund Segregated 06032020 (Growth)

DebtOther

NAV ()

%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Fund Size

Rolling Returns

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Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

NAV ()

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
NA
6 Month CAGR
NA

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
0
Launched (2y ago)
Aug 10, 2022
AUM in Crores
0.663
ISIN
INF789F1ASM4
Lock-in
No Lock-in
Benchmark
CRISIL Medium Term Debt TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Ritesh Nambiar

Fund Manager

Amandeep Chopra

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
UTI Medium Term Fund Segregated 06032020 (Growth)70%NaN NaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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

Top Debt Holdings

net current assets

100%
100%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)

₹ 4,984 cr

₹ 10,779 cr

₹ 49,300 cr

₹ 14,459 cr

₹ 14,796 cr

amc-img

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 226,382 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 74 equity,579 debt and 34 hybrid funds.amc-img
phone-img022-62278000
Fund NameScripbox Opinion
Till Date CAGR

5.6%

6.9%

15.2%

11.9%

5.6%

6.8%

5.9%

7.3%

17.8%

15.2%

UTI Medium Term Fund Segregated 06032020 (G) Review

UTI Medium Term Fund Segregated 06032020 (G) is a Other Debt fund and has delivered an annualised return of null% over a period of 1 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 Segregated 06032020 (G) as of 1/1/1970 is ₹undefined with the total AUM as of 5/23/2024 is ₹0.663. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Medium Term Fund Segregated 06032020 (G) was launched on Aug 10, 2022. The category risk of the fund is Moderate Risk.

The minimum SIP amount for UTI Medium Term Fund Segregated 06032020 (G) 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. Check your estimated returns on mutual funds by using sip calculator.

UTI Medium Term Fund Segregated 06032020 (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 Term Debt TR INR.

UTI Medium Term Fund Segregated 06032020 (G) is rated as a 0 fund in Debt and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Medium Term Fund Segregated 06032020 (G).

Frequently Asked Questions

What is UTI Medium Term Fund Segregated 06032020 (G)?

UTI Medium Term Fund Segregated 06032020 (G) is a Other Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in UTI Medium Term Fund Segregated 06032020 (G)?

You can invest in UTI Medium Term Fund Segregated 06032020 (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 Segregated 06032020 (G)?

The minimum sip amount for UTI Medium Term Fund Segregated 06032020 (G) is ₹0. You can invest in multiples of ₹5000.

Is UTI Medium Term Fund Segregated 06032020 (G) good to invest in?

As per Scripbox experts, UTI Medium Term Fund Segregated 06032020 (G) is a Not Reviewed Yet fund. You can investUTI Medium Term Fund Segregated 06032020 (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 Segregated 06032020 (G)?

The expense ratio of the UTI Medium Term Fund Segregated 06032020 (G) is % for regular plan.