- Mutual Funds
- UTI Mutual Fund
- UTI Medium Term Fund Segregated 17022020 Inc Dist cumCapWdrl (Dividend Payout - Quarterly)
Formerly UTI M/T Sgtd-17022020 Reg Qt DP
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 0.2721
NAV (Jan 27)
Fund Returns
Last 1Y | 334% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 95.4% |
6 Month CAGR | 310.4% |
Scheme Information
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) | Mar 09, 2020 |
AUM in Crores | 1.364 |
ISIN | INF789F1AOL5 |
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 | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| UTI Medium Term Fund Segregated 17022020 Inc Dist cumCapWdrl (Dividend Payout - Quarterly) | 1,15,64,82,73,791 | 1,15,64,75,41,179 | 334% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Debt Holdings
vodafone idea limited
90%net current assets
10%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 4,923 cr | ||
₹ 10,293 cr | ||
₹ 35,428 cr | ||
₹ 13,848 cr | ||
₹ 13,895 cr |
About the AMC
UTI Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.5% | 6.9% | ||
5.8% | 7.3% | ||
5.5% | 6.8% | ||
15.8% | 11.9% | ||
18.8% | 15.2% |
UTI Medium Term Fund Segregated 17022020 Inc Dist cumCapWdrl (D-Q) Review
UTI Medium Term Fund Segregated 17022020 Inc Dist cumCapWdrl (D-Q) is a Other Debt fund and has delivered an annualised return of 95.4% over a period of 4 years. The fund was previously known as UTI M/T Sgtd-17022020 Reg Qt 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 Inc Dist cumCapWdrl (D-Q) as of 1/27/2022 is ₹0.27 with the total AUM as of 4/18/2024 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 Inc Dist cumCapWdrl (D-Q) 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 Inc Dist cumCapWdrl (D-Q) 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.
UTI Medium Term Fund Segregated 17022020 Inc Dist cumCapWdrl (D-Q) 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 TR INR.
UTI Medium Term Fund Segregated 17022020 Inc Dist cumCapWdrl (D-Q) is rated as a 0 fund in Debt and delivered 334% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Medium Term Fund Segregated 17022020 Inc Dist cumCapWdrl (D-Q).
Frequently Asked Questions
What is UTI Medium Term Fund Segregated 17022020 Inc Dist cumCapWdrl (D-Q)?
How to invest in UTI Medium Term Fund Segregated 17022020 Inc Dist cumCapWdrl (D-Q)?
You can invest in UTI Medium Term Fund Segregated 17022020 Inc Dist cumCapWdrl (D-Q) 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 Inc Dist cumCapWdrl (D-Q)?
The minimum sip amount for UTI Medium Term Fund Segregated 17022020 Inc Dist cumCapWdrl (D-Q) is ₹0. You can invest in multiples of ₹5000.
Is UTI Medium Term Fund Segregated 17022020 Inc Dist cumCapWdrl (D-Q) good to invest in?
As per Scripbox experts, UTI Medium Term Fund Segregated 17022020 Inc Dist cumCapWdrl (D-Q) is a Not Reviewed Yet fund. You can investUTI Medium Term Fund Segregated 17022020 Inc Dist cumCapWdrl (D-Q) 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 Inc Dist cumCapWdrl (D-Q)?
The expense ratio of the UTI Medium Term Fund Segregated 17022020 Inc Dist cumCapWdrl (D-Q) is % for regular plan.