• Mutual Funds
  • UTI Mutual Fund
  • UTI Medium Term Fund Segregated 07072020 Inc Dist cumCapWdrl (PIDCW-6M)

Formerly UTI M/T Sgtd-07072020 Reg HY DP

UTI Mutual Fund

UTI Medium Term Fund Segregated 07072020 Inc Dist cumCapWdrl (PIDCW-6M)

OtherOther

0.1747

NAV (Jul 07)

NA
Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

1 Years.

Relative Size

0 Cr.

Category View

.

Consistency Of Performance

.

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    Historical growth rate of 12% per annum
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Historical NAV

0.1747

NAV (Jul 7)

Fund Returns

Last 1Y

NA

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

NA

6 Month CAGR

NA

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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Moderate Risk

Expense Ratio

0

Launched (1y 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

Fund Managers
user-avatar

Amandeep Chopra

Fund Manager

user-avatar

Ritesh Nambiar

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
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comparison

Comparison with Other Funds

Fund NameScripbox OpinionFund SizeTrack Record
Principal Retirement Sav Conservative fund (G)

Principal Retirement Sav Conservative fund (G)

₹ 1 cr

0

₹ 184 cr

0

₹ 13 cr

0

₹ 6 cr

0

₹ 15 cr

0

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About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 185,381 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 60 equity,485 debt and 34 hybrid funds.

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  • tel-amc-about
    022-62278000
  • mail-amc-about
    invest@utico.in
  • Fund NameScripbox Opinion
    Till Date CAGR
    UTI Nifty Index Fund (G)

    UTI Nifty Index Fund (G)

    18%

    11.8%

    18%

    11.8%

    18%

    11.8%

    4.1%

    7.4%

    4.8%

    7%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

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    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

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    Axis Bluechip Fund (Growth)

    Equity

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    Invesco India Growth Opportunities Fund (Growth)

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    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund 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

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About UTI Medium Term Fund Segregated 07072020 Inc Dist cumCapWdrl (PIDCW-6M)

    About UTI Medium Term Fund Segregated 07072020 Inc Dist cumCapWdrl (PIDCW-6M)

    UTI Medium Term Fund Segregated 07072020 Inc Dist cumCapWdrl (PIDCW-6M) is a Other Other fund and has delivered an annualised return of null% over a period of 1 years. The fund was previously known as UTI M/T Sgtd-07072020 Reg HY DP . The fund is managed by UTI Asset Management Co Ltd. The fund managers are Amandeep Chopra, Ritesh Nambiar

    UTI Medium Term Fund Segregated 07072020 Inc Dist cumCapWdrl (PIDCW-6M) 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 Inc Dist cumCapWdrl (PIDCW-6M) NAV,AUM,Risk

    The UTI Medium Term Fund Segregated 07072020 Inc Dist cumCapWdrl (PIDCW-6M) fund was launched on Jul 07, 2020. The NAV (Net Asset Value) of this Other Other fund as of 2020-07-07 is ₹0.17. The total AUM (Asset Under Management) of the fund as of 29/11/2021 is ₹null. The category risk of the UTI Medium Term Fund Segregated 07072020 Inc Dist cumCapWdrl (PIDCW-6M) fund is Moderate Risk. The fund charges null % as expense ratio.

    UTI Medium Term Fund Segregated 07072020 Inc Dist cumCapWdrl (PIDCW-6M) Holdings

    The fund’s highest allocation is towards undefined and has invested 0% in this asset class. The top three holdings of the fund are

    UTI Medium Term Fund Segregated 07072020 Inc Dist cumCapWdrl (PIDCW-6M) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null 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.

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