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  • UTI Mutual Fund
  • UTI Medium Duration Fund Segregated Portfolio (G)
UTI Mutual Fund

UTI Medium Duration Fund Segregated Portfolio (G)

DebtMedium Term

0.3488

NAV (Jan 27)

NA
Scripbox Opinion
Not Reviewed yet
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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

0.3488

NAV (Jan 27)

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 scheme seeks 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.

Expense Ratio
-
Launched (0y ago)
-
AUM in Crores
-
ISIN
INF789F1AON1
Lock-in
-
Benchmark
CRISIL Medium Term Debt Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
-
Beta
-
Sharpe Ratio
-
YTM
-
Fund Managers

Amandeep Singh Chopra

Fund Manager

Ritesh Nambiar

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
UTI Medium Duration Fund Segregated Portfolio (G)70%NaN NaNNaN%
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 2023-12-21

Top Debt Holdings

See all holdings

Comparison with Debt Funds

Fund NameFund Size
kotak-mahindra
Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund (G)

₹ 8,093 cr

₹ 15,209 cr

₹ 9,577 cr

₹ 4,523 cr

₹ 13,722 cr

amc-img

About the AMC

UTI Mutual Fund

UTI Asset Management Compnay has been frated the 7th largest ASM Company by CRISIL. They manage about 11 million live folios and have a client base of 12.8%. Being a part and parcel of Unit Trust of India, the Government of India holds about 74% stake in the Company. UTI AMC Limited offers wide range of products and have been a pioneer in launching various profitable schemes.amc-img
phone-img0263 2296993
Fund NameScripbox Opinion
Till Date CAGR

6.383%

7.263%

6.017%

6.795%

17.237%

15.333%

6.096%

6.858%

22.052%

14.219%

UTI Medium Duration Fund Segregated Portfolio (G) Review

UTI Medium Duration Fund Segregated Portfolio (G) is a Debt Debt fund and has delivered an annualised return of null% over a period of NaN years. The fund is managed by UTI Mutual Fund. The fund managers are Amandeep Singh Chopra, Ritesh Nambiar.

Nav of UTI Medium Duration Fund Segregated Portfolio (G) as of 1/27/2022 is ₹0.35 with the total AUM as of 10/7/2024 is ₹null. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Medium Duration Fund Segregated Portfolio (G) was launched on . The category risk of the fund is null.

The minimum SIP amount for UTI Medium Duration Fund Segregated Portfolio (G) is ₹1000 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.

UTI Medium Duration Fund Segregated Portfolio (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Medium Term Debt Index.

UTI Medium Duration Fund Segregated Portfolio (G) is rated as a null fund in Debt and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Medium Duration Fund Segregated Portfolio (G).

Frequently Asked Questions

What is UTI Medium Duration Fund Segregated Portfolio (G)?

UTI Medium Duration Fund Segregated Portfolio (G) is a Debt Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in UTI Medium Duration Fund Segregated Portfolio (G)?

You can invest in UTI Medium Duration Fund Segregated Portfolio (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 Duration Fund Segregated Portfolio (G)?

The minimum sip amount for UTI Medium Duration Fund Segregated Portfolio (G) is ₹1000. You can invest in multiples of ₹5000.

Is UTI Medium Duration Fund Segregated Portfolio (G) good to invest in?

As per Scripbox experts, UTI Medium Duration Fund Segregated Portfolio (G) is a fund. You can investUTI Medium Duration Fund Segregated Portfolio (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 Duration Fund Segregated Portfolio (G)?

The expense ratio of the UTI Medium Duration Fund Segregated Portfolio (G) is % for regular plan.