Formerly UTI Medium Term Sgtd-07072020 Reg Gr
Not Reviewed yet
Track Record
1 Years.
Relative Size
0 Cr.
Category View
.
Consistency Of Performance
.
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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
Very High Risk
0 %
Expense Ratio
Jul 07, 2020
Launched (1y ago)
₹ 0
AUM in Crores
ISIN
No Lock-in
Lock-in
CRISIL Medium Term Debt TR INR
Benchmark
₹ 0
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 equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Other Funds
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About the AMC
UTI Asset Management Company Ltd
UTI Asset Management Co Ltd manages assets worth 140,302 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 56 equity,485 debt and 34 hybrid funds.
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UTI Medium Term Fund Segregated 07072020 (G) 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 Medium Term Sgtd-07072020 Reg Gr.The fund is managed by UTI Asset Management Co Ltd.The fund managers are Amandeep Chopra, Kamal Gada, 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 Segregated 07072020 (G) fund was launched on Jul 07, 2020. The NAV (Net Asset Value) of this Other Other as of 2020-07-07 is ₹ 0.2211. The total AUM (Asset Under Management) of the fund as of 2021-03-07 is ₹ . The category risk of the UTI Medium Term Fund Segregated 07072020 (G) fund is Very High Risk. The fund charges 0.0 % as expense ratio.
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.
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 07072020 (G) 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 07072020 (G) 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.