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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 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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
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
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of 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.
Relative 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 Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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Invest online & transfer
Invest via netbanking, UPI or through an SIP (eNACH mandate).
Track your investments
Track, invest more and withdraw your investments through the Scripbox dashboard
The Scripbox Promise
Scripbox has helped over 2500 people become millionaires in the last 7 years
You'll never have to worry about what funds to choose. We'll suggest what's best for you.
Continuous monitoring & alerts
We will track our recommendations and suggest changes & fund exists whenever required.
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About UTI Medium Term Fund Segregated 07072020 (G)
About UTI Medium Term Fund Segregated 07072020 (G)
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
UTI Medium Term Fund Segregated 07072020 (G) 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 07072020 (G) NAV,AUM,Risk
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.
UTI Medium Term Fund Segregated 07072020 (G) 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 07072020 (G) 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 07072020 (G) Review
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.
