RN
Ritesh NambiarFund Manager Since 9 Mar 2020
Fixed IncomeOther Bond
UTI Medium Term Fund (Segregated - 17022020) - Regular Plan - Growth Option
3Y Annualised
N/A
289.72% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
292.79%
289.72% 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
0 years 6 months
NIFTY 50
6 years 1 months
FD
9 years 7 months
Fund info
Fund size
₹1.36 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%
53rd
UTI Medium Term Fund (Segregated - 17022020) - Regular Plan - Growth Option
292.79%
Fund Managers
About UTI Medium Term Fund (Segregated - 17022020) - Regular Plan - Growth Option
UTI Medium Term Fund (Segregated - 17022020) - Regular Plan - Growth Option is a Fixed Income mutual fund scheme from UTI Asset Management Co Ltd. This fund has been in existence for 5 years, having been launched on 2020-03-09. UTI Medium Term Fund (Segregated - 17022020) - Regular Plan - Growth Option has ₹1.36 Cr worth of assets under management (AUM) as of Thu Mar 27 2025. The latest Net Asset Value (NAV) of UTI Medium Term Fund (Segregated - 17022020) - Regular Plan - Growth Option as of Thu Jan 27 2022 is ₹0.3488. The fund has an expense ratio of %, which is medium comparable to most other Fixed Income funds.
UTI Medium Term Fund (Segregated - 17022020) - Regular Plan - Growth Option returns for the last 1 year are 333.83%. Since launch, it has delivered 95.48% average annual returns.
The UTI Medium Term Fund (Segregated - 17022020) - Regular Plan - Growth Option has the majority of its money invested in null sectors.
Top 5 Holdings of UTI Medium Term Fund (Segregated - 17022020) - Regular Plan - Growth Option.
- Vodafone Idea Limited: 90.02%
AMC Information
| Name | UTI Asset Management Co Ltd |
|---|---|
| Founding Date | 2020-03-09 |
| 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 - 17022020) - 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. |
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FAQs
What is the current NAV of UTI Medium Term Fund (Segregated - 17022020) - Regular Plan - Growth Option?
What are the average returns of UTI Medium Term Fund (Segregated - 17022020) - Regular Plan - Growth Option?
How do I invest in UTI Medium Term Fund (Segregated - 17022020) - Regular Plan - Growth Option?
What is the expense ratio of UTI Medium Term Fund (Segregated - 17022020) - Regular Plan - Growth Option?
What are net assets under management (AUM) of UTI Medium Term Fund (Segregated - 17022020) - Regular Plan - Growth Option?
What is the PE and PB ratio of UTI Medium Term Fund (Segregated - 17022020) - Regular Plan - Growth Option?
What are the top 5 holdings of UTI Medium Term Fund (Segregated - 17022020) - Regular Plan - Growth Option?
What are the top 3 sectors that UTI Medium Term Fund (Segregated - 17022020) - Regular Plan - Growth Option has invested in?
Who is the manager of UTI Medium Term Fund (Segregated - 17022020) - Regular Plan - Growth Option?
What is the exit load of UTI Medium Term Fund (Segregated - 17022020) - Regular Plan - Growth Option?
How to Redeem UTI Medium Term Fund (Segregated - 17022020) - Regular Plan - Growth Option?
Can I invest in SIP and a Lump Sum of UTI Medium Term Fund (Segregated - 17022020) - Regular Plan - Growth Option?
