- Mutual Funds
- UTI Mutual Fund
- UTI Medium Term Fund Segregated 07072020 (Growth)
Formerly UTI Medium Term Sgtd-07072020 Reg Gr
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical 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
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 | 45.628 |
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 | 7.64 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| UTI Medium Term Fund Segregated 07072020 (Growth) | NaN | NaN | % | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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.
Asset allocation and Holdings
Top Stock Holdings
7.10% gs mat - 18/04/2029
11%05.15 gs 09/11/2025
10.5%net current assets
9.2%7.26% gsec 22/08/2032
8.9%india grid trust
8.5%Comparison with Other Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 1 cr | ||
₹ 153 cr | ||
₹ 16 cr | ||
₹ 3,196 cr | ||
₹ 6 cr |
About the AMC
UTI Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.9% | 6.8% | ||
5.3% | 7.2% | ||
16.8% | 11.6% | ||
20.1% | 15% | ||
11.9% | 8.8% |
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 3 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 12/2/2023 is ₹45.628. 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)?
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.