• Mutual Funds
  • UTI Mutual Fund
  • UTI Medium Term Fund Segregated 07072020 (Growth)

Formerly UTI Medium Term Sgtd-07072020 Reg Gr

UTI Mutual Fund

UTI Medium Term Fund Segregated 07072020 (Growth)

OtherOther

0.2211

NAV (Jul 07)

NA
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

0.2211

NAV (Jul 7)

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 (3y ago)

Jul 07, 2020

AUM in Crores

ISIN

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

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
UTI Medium Term Fund Segregated 07072020 (Growth)70%NaN NaN%
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 2020-07-07

Top Stock Holdings

See all holdings

Compare UTI Medium Term Fund Segregated 07072020 (Growth)

Fund NameFund Size
Principal Retirement Sav Conservative fund (G)
Principal Retirement Sav Conservative fund (G)

₹ 1 cr

₹ 141 cr

₹ 14 cr

₹ 6 cr

₹ 13 cr

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 183,446 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

    4.3%

    6.8%

    25.8%

    11.2%

    4.1%

    6.7%

    5.2%

    7.2%

    22.9%

    15.2%

    UTI Medium Term Fund Segregated 07072020 (G) Review

    UTI Medium Term Fund Segregated 07072020 (G) is a Other Other fund and has delivered an annualised return of null% over a period of 2 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, Ritesh Nambiar.

    Nav of UTI Medium Term Fund Segregated 07072020 (G) as of 7/7/2020 is ₹0.22 with the total AUM as of 3/22/2023 is ₹null. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Medium Term Fund Segregated 07072020 (G) was launched on Jul 07, 2020. The category risk of the fund is Moderate Risk.

    The minimum SIP amount for UTI Medium Term Fund Segregated 07072020 (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.

    Frequently Asked Questions

    What is UTI Medium Term Fund Segregated 07072020 (G)?

    UTI Medium Term Fund Segregated 07072020 (G) is a Other Other scheme predominantly investing across Other instruments with an investment objective to generate wealth over the long term.

    How to invest in UTI Medium Term Fund Segregated 07072020 (G)?

    You can invest in UTI Medium Term Fund Segregated 07072020 (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 07072020 (G)?

    The minimum sip amount for UTI Medium Term Fund Segregated 07072020 (G) is ₹0. You can invest in multiples of ₹5000.

    Is UTI Medium Term Fund Segregated 07072020 (G) good to invest in?

    As per Scripbox experts, UTI Medium Term Fund Segregated 07072020 (G) is a Not Reviewed Yet fund. You can investUTI Medium Term Fund Segregated 07072020 (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 07072020 (G)?

    The expense ratio of the UTI Medium Term Fund Segregated 07072020 (G) is % for regular plan.