• Mutual Funds
  • UTI Mutual Fund
  • UTI Medium Term Fund Segregated 17022020 Flexi (PIDCW-A)

Formerly UTI M/T Sgtd-17022020 Reg Fl DP

UTI Mutual Fund

UTI Medium Term Fund Segregated 17022020 Flexi (PIDCW-A)

OtherOther

0.2488

NAV (Jan 27)

95.6%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 1 Cr

Outperformance Consistency

View all 7 analysis

View Less

Invest in this fund

Scripbox Recommended Equity Funds

Want the large and mid cap funds that are right for your long term equity investment needs?

Learn more

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

0.2488

NAV (Jan 27)

Fund Returns

Last 1Y

333.4%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

95.6%

6 Month CAGR

310.6%

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 (2y ago)

Mar 09, 2020

AUM in Crores

1.364

ISIN

INF789F1AOS0

Lock-in

No Lock-in

Benchmark

CRISIL Medium Term Debt TR INR

SIP Minimum

0

Lumpsum Min.

5000

Fund Managers

Ritesh Nambiar

Fund Manager

Amandeep Chopra

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
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 2022-01-27

Top Stock Holdings

vodafone idea limited

90%
90%

net current assets

10%
10%
See all holdings

Comparison with Other Funds

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

₹ 1 cr

₹ 171 cr

₹ 13 cr

₹ 2,553 cr

₹ 5 cr

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 182,055 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.

amc-img

  • 022-62278000
  • invest@utico.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    4%

    6.8%

    -

    16.2%

    17.4%

    11.6%

    20.2%

    14.6%

    17.8%

    15.7%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    UTI Medium Term Fund Segregated 17022020 Flexi (PIDCW-A) Review

    UTI Medium Term Fund Segregated 17022020 Flexi (PIDCW-A) is a Other Other fund and has delivered an annualised return of 95.6% over a period of 2 years. The fund was previously known as UTI M/T Sgtd-17022020 Reg Fl 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 17022020 Flexi (PIDCW-A) as of 1/27/2022 is ₹0.25 with the total AUM as of 8/6/2022 is ₹1.364. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Medium Term Fund Segregated 17022020 Flexi (PIDCW-A) was launched on Mar 09, 2020. The category risk of the fund is Moderate Risk.

    The minimum SIP amount for UTI Medium Term Fund Segregated 17022020 Flexi (PIDCW-A) 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 17022020 Flexi (PIDCW-A)?

    UTI Medium Term Fund Segregated 17022020 Flexi (PIDCW-A) is a Other Other scheme predominantly investing across Other stocks with an investment objective to generate wealth over the long term.

    How to invest in UTI Medium Term Fund Segregated 17022020 Flexi (PIDCW-A)?

    You can invest in UTI Medium Term Fund Segregated 17022020 Flexi (PIDCW-A) 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 17022020 Flexi (PIDCW-A)?

    The minimum sip amount for UTI Medium Term Fund Segregated 17022020 Flexi (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.

    Is UTI Medium Term Fund Segregated 17022020 Flexi (PIDCW-A) good to invest in?

    As per Scripbox experts, UTI Medium Term Fund Segregated 17022020 Flexi (PIDCW-A) is a Not Reviewed Yet fund. You can investUTI Medium Term Fund Segregated 17022020 Flexi (PIDCW-A) 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 17022020 Flexi (PIDCW-A)?

    The expense ratio of the UTI Medium Term Fund Segregated 17022020 Flexi (PIDCW-A) is % for regular plan.