Return
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- 6M
- 1Y
- 3Y
- 5Y
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹1000
AUM (Fund size)
₹1 Cr
Lock In Period
N/A
Expense Ratio
N/A
Benchmark
CRISIL Medium Term Debt Index
Exit Load
Redemption within 1 year from the date of allotment -(i) upto 10% of the allotted units - Nil(ii) Beyond 10% of the allotted units - 1.00%Redemption after 1 year from the date of allotment: - Nil.
Summary
Latest details for UTI Medium Term Fund (Segregated - 17022020) Growth include a ₹0.3488 NAV as of Jan 27,2022 and returns since inception of --%. Minimum investments start at SIP ₹0. The UTI Medium Term Fund (Segregated - 17022020) Growth AUM is ₹1 Cr, with a lock-in of N/A years, expense ratio of N/A%, and benchmark CRISIL Medium Term Debt Index. Exit load is - Redemption within 1 year from the date of allotment -(i) upto 10% of the allotted units - Nil(ii) Beyond 10% of the allotted units - 1.00%Redemption after 1 year from the date of allotment: - Nil.. In the growth review for 1M Month/Year, the fund recorded 292.79% returns, against a category average of -0.21% and a category best of 298.31%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 292.79 | -0.21 | 298.31 |
| 6M | 310.84 | 2.01 | 316.78 |
| 1Y | 333.83 | 6.55 | 340.09 |
| 3Y | 0.00 | 14.48 | 39.54 |
Portfolio Analysis
- Equity:
- Debt: 100.00%
- Others
As on: 2022-01-15
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About Fund
UTI Medium Term Fund (Segregated - 17022020) Growth managed by UTI Mutual Fund,is a Medium Duration Fundsscheme with Assets Under Management of ₹1 Crore. The fund benchmarks its performance against the CRISIL Medium Term Debt Index while maintaining an expense ratio of . Under the expert guidance of Ritesh Nambiar ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundUTI Medium Term Fund (Segregated - 17022020) Growth | 0 | 1.36 CR | |
| This FundAditya Birla Sun Life Medium Term Plan Growth | 5 | 3027.15 CR | 1.56 |
| This FundAditya Birla Sun Life Medium Term Plan - Institutional Plan Growth | 5 | 1626.19 CR | 1.68 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundUTI Medium Term Fund (Segregated - 17022020) Growth | 333.8308 | 0 |
| This FundAditya Birla Sun Life Medium Term Plan Growth | 10.3926 | 33.4126 |
| This FundAditya Birla Sun Life Medium Term Plan - Institutional Plan Growth | 10.5663 | 37.0187 |
FAQs
UTI Medium Term Fund (Segregated - 17022020) Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of UTI Medium Term Fund (Segregated - 17022020) Growth is . This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
UTI Medium Term Fund (Segregated - 17022020) Growth’s fund performance is as follows:
- 1 Month : 292.79%
- 6 Months : 310.84%
- 1 Year : 333.83%
- 3 Years : 0.00%
You can invest in UTI Medium Term Fund (Segregated - 17022020) Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of UTI Medium Term Fund (Segregated - 17022020) Growth is ₹1 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in UTI Medium Term Fund (Segregated - 17022020) Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500