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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 2.26% and a category best of 298.31%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M292.792.26298.31
6M310.842.45316.78
1Y333.836.11340.09
3Y0.0015.4139.54

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2022-01-15
View allocation % by

1. VODAFONE IDEA LTD90.02%

1. NET CURRENT ASSETS9.98%

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.

Fund Managers

Ritesh Nambiar

Mr. Ritesh Nambiar is an MMS (Finance), CFA and FRM holder. Prior to joining UTI AMC in March 2008, he was a Fixed Income Analyst with CRISIL Research (January 2007 - March 2008) and a Fixed Income Trader with Eurex, LIFFE and CBOE Desk )(May 2005 - October 2006).

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundUTI Medium Term Fund (Segregated - 17022020) Growth01.36 CR
This FundAditya Birla Sun Life Medium Term Plan Growth53095.49 CR1.56
This FundAditya Birla Sun Life Medium Term Plan - Institutional Plan Growth01626.19 CR1.68
Fund Name1Y3Y
This FundUTI Medium Term Fund (Segregated - 17022020) Growth333.83080
This FundAditya Birla Sun Life Medium Term Plan Growth8.105831.5964
This FundAditya Birla Sun Life Medium Term Plan - Institutional Plan Growth10.566337.0187

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%
Returns of UTI Medium Term Fund (Segregated - 17022020) Growth are updated daily based on NAV of ₹ 0.3488 as on Jan 27,2022. Since inception, the return has been 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