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

Formerly UTI M/T Sgtd-07072020 Reg Mn DP

UTI Mutual Fund

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

OtherOther

0.1594

NAV (Jul 07)

%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

0.1594

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 (4y 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

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 Inc Dist cumCapWdrl (PIDCW-M)70%NaN NaN%
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.

Asset allocation and Holdings

Last updated on 2020-07-07

Top Stock Holdings

7.10% gs mat - 18/04/2029

11%
11%

05.15 gs 09/11/2025

10.5%
10.5%

net current assets

9.2%
9.2%

7.26% gsec 22/08/2032

8.9%
8.9%

india grid trust

8.5%
8.5%
See all holdings

Comparison with Other Funds

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

₹ 1 cr

₹ 138 cr

₹ 17 cr

₹ 3,196 cr

₹ 6 cr

amc-img

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 219,967 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 74 equity,579 debt and 34 hybrid funds.amc-img
phone-img022-62278000
Fund NameScripbox Opinion
Till Date CAGR

5.4%

6.8%

5.7%

7.3%

16%

11.9%

18.8%

15.1%

11.6%

9.4%

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

UTI Medium Term Fund Segregated 07072020 Inc Dist cumCapWdrl (PIDCW-M) 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 M/T Sgtd-07072020 Reg Mn DP. 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 Inc Dist cumCapWdrl (PIDCW-M) as of 7/7/2020 is ₹0.16 with the total AUM as of 3/28/2024 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 Inc Dist cumCapWdrl (PIDCW-M) 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 Inc Dist cumCapWdrl (PIDCW-M) 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 Inc Dist cumCapWdrl (PIDCW-M)?

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

You can invest in UTI Medium Term Fund Segregated 07072020 Inc Dist cumCapWdrl (PIDCW-M) 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 Inc Dist cumCapWdrl (PIDCW-M)?

The minimum sip amount for UTI Medium Term Fund Segregated 07072020 Inc Dist cumCapWdrl (PIDCW-M) is ₹0. You can invest in multiples of ₹5000.

Is UTI Medium Term Fund Segregated 07072020 Inc Dist cumCapWdrl (PIDCW-M) good to invest in?

As per Scripbox experts, UTI Medium Term Fund Segregated 07072020 Inc Dist cumCapWdrl (PIDCW-M) is a Not Reviewed Yet fund. You can investUTI Medium Term Fund Segregated 07072020 Inc Dist cumCapWdrl (PIDCW-M) 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 Inc Dist cumCapWdrl (PIDCW-M)?

The expense ratio of the UTI Medium Term Fund Segregated 07072020 Inc Dist cumCapWdrl (PIDCW-M) is % for regular plan.