RN
Ritesh NambiarFund Manager Since 9 Mar 2020
Fixed IncomeOther Bond
UTI Medium Term Fund (Segregated - 06032020) - Regular Plan - Growth Option
3Y Annualised
%
% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
Annualised
0.00%
0.00% 1D
Benchmark
Motilal Oswal S&P 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
NA
NIFTY 50
6 years 4 months
FD
9 years 7 months
Fund info
Fund size
₹0.66 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹500
Exit load
0.01%
within 12 months from the date of allotment upto 10% of the allotted Units - NIL, beyond 10% of allotted Units - 1.00 %. After 12 months from the date of allotment - NIL
Risk Profile
Moderate Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Nippon India Strategic Debt Fund Segregated Portfolio 1 Direct Quarterly Inc Dist cum Cap Wdrl
298.52%
2nd
Nippon India Strategic Debt Fund Segregated Portfolio 1 Quarterly Inc Dist cum Cap Wdrl
298.49%
3rd
Nippon India Credit Risk Fund Segregated Portfolio 1 Direct Income Dist cum Cap Wdrl
298.48%
4th
Nippon India Credit Risk Fund Segregated Portfolio 1 Direct Growth
298.36%
5th
Nippon India Strategic Debt Fund Segregated Portfolio 1 Direct Bonus
298.31%
289th
UTI Medium Term Fund (Segregated - 06032020) - Regular Plan - Growth Option
N/A
Fund Managers
About UTI Medium Term Fund (Segregated - 06032020) - Regular Plan - Growth Option
UTI Medium Term Fund (Segregated - 06032020) - Regular Plan - Growth Option is a Fixed Income mutual fund scheme from UTI Asset Management Co Ltd. This fund has been in existence for 2 years, having been launched on 2022-08-10. UTI Medium Term Fund (Segregated - 06032020) - Regular Plan - Growth Option has ₹0.66 Cr worth of assets under management (AUM) as of Wed Mar 12 2025. The latest Net Asset Value (NAV) of UTI Medium Term Fund (Segregated - 06032020) - Regular Plan - Growth Option as of Thu Jan 01 1970 is ₹. The fund has an expense ratio of %, which is medium comparable to most other Fixed Income funds.
UTI Medium Term Fund (Segregated - 06032020) - Regular Plan - Growth Option returns for the last 1 year are NA%. Since launch, it has delivered % average annual returns.
The UTI Medium Term Fund (Segregated - 06032020) - Regular Plan - Growth Option has the majority of its money invested in sectors.
AMC Information
| Name | UTI Asset Management Co Ltd |
|---|---|
| Founding Date | 2022-08-10 |
| pms_care@uti.co.in | |
| Phone | +91-22-6678 6666 |
| Website | https://www.utiwms.com |
| Address | PMS Division, UTI - Tower, “Gn” Block, Bandra Kurla Complex, Mumbai- 400051 |
Tax Implications of UTI Medium Term Fund (Segregated - 06032020) - Regular Plan - Growth Option
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from UTI Asset Management Co Ltd
UTI Conservative Hybrid Fund Regluar Plan Growth
AllocationConservative Allocation
3Y CAGR
8.80%
expense ratio
1.81%
fund size
₹1632.94 Cr
UTI MNC Fund Regular Plan Growth
EquityEquity - Other
3Y CAGR
11.06%
expense ratio
2.04%
fund size
₹2521.02 Cr
UTI Large cap Fund Regular Plan Growth
EquityLarge-Cap
3Y CAGR
10.30%
expense ratio
1.76%
fund size
₹12481.94 Cr
UTI Mid Cap Fund Regular Plan Growth
EquityMid-Cap
3Y CAGR
13.93%
expense ratio
1.76%
fund size
₹9899.35 Cr
UTI Value fund Fund-Direct Growth Option
EquityValue
3Y CAGR
17.73%
expense ratio
1.12%
fund size
₹9605.67 Cr
FAQs
What is the current NAV of UTI Medium Term Fund (Segregated - 06032020) - Regular Plan - Growth Option?
What are the average returns of UTI Medium Term Fund (Segregated - 06032020) - Regular Plan - Growth Option?
How do I invest in UTI Medium Term Fund (Segregated - 06032020) - Regular Plan - Growth Option?
What is the expense ratio of UTI Medium Term Fund (Segregated - 06032020) - Regular Plan - Growth Option?
What are net assets under management (AUM) of UTI Medium Term Fund (Segregated - 06032020) - Regular Plan - Growth Option?
What is the PE and PB ratio of UTI Medium Term Fund (Segregated - 06032020) - Regular Plan - Growth Option?
What are the top 5 holdings of UTI Medium Term Fund (Segregated - 06032020) - Regular Plan - Growth Option?
What are the top 3 sectors that UTI Medium Term Fund (Segregated - 06032020) - Regular Plan - Growth Option has invested in?
Who is the manager of UTI Medium Term Fund (Segregated - 06032020) - Regular Plan - Growth Option?
What is the exit load of UTI Medium Term Fund (Segregated - 06032020) - Regular Plan - Growth Option?
How to Redeem UTI Medium Term Fund (Segregated - 06032020) - Regular Plan - Growth Option?
Can I invest in SIP and a Lump Sum of UTI Medium Term Fund (Segregated - 06032020) - Regular Plan - Growth Option?
