UTI-Medium Term Fund – Direct Growth
500
Min SIP
500
Min Lumpsum
0.98 %
Expense Ratio
Rating
43
Fund Size (in Cr)
9 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 7.2% | 5.9% | 5% | 6.4% | ||||
| Category Average | 18.2% | 21.6% | 13.9% | - |
Scheme Allocation
By Holding
By Sector
By Asset
GSEC2025
GSEC2029
Reliance Industr
GSEC2030
TBILL-182D
Others
Advance Ratio
5.05
Alpha
0.73
SD
0.06
Beta
2.42
Sharpe
Exit Load
| Exit Load | Redemption / switch out within 12 months from the date of allotment - (i) upto 10% of the alloted units - Nil (ii) beyond 10% of the alloted units - 1.00% Redemption / swith out after 12 months from the date of allotment - Nil |
|---|
Fund Objective
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.
Fund Managers
Sunil Patil
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Debt .
- Medium Duration .
-
- 6,517
-
7.7%Fund Size - 6,517
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6.7%Fund Size - 6,517
-
8%Fund Size - 6,517
-
- Debt .
- Medium Duration .
-
- 1,971
-
7.8%Fund Size - 1,971
-
6.6%Fund Size - 1,971
-
7.7%Fund Size - 1,971
-
- Debt .
- Medium Duration .
-
- 4,333
-
7.8%Fund Size - 4,333
-
6.3%Fund Size - 4,333
-
7.7%Fund Size - 4,333
-
- Debt .
- Medium Duration .
-
- 1,989
-
6.8%Fund Size - 1,989
-
6.3%Fund Size - 1,989
-
7%Fund Size - 1,989
-
- Debt .
- Medium Duration .
-
- 7,113
-
8.1%Fund Size - 7,113
-
6%Fund Size - 7,113
-
8.3%Fund Size - 7,113
AMC Contact Details
UTI Mutual Fund
AUM:
2,48,191 Cr
Address:
UTI Towers, Gn Block,
Bandra Kurla Complex,
Bandra (East), Mumbai 400 051
Contact:
66786666
Email ID:
service@uti.co.in
Frequently Asked Questions
How to invest in UTI-Medium Term Fund – Direct Growth ?
You can invest in UTI-Medium Term Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for UTI-Medium Term Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of UTI-Medium Term Fund – Direct Growth ?
The NAV of UTI-Medium Term Fund – Direct Growth is ₹17 as of 29 September 2023.
How to redeem UTI-Medium Term Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of UTI-Medium Term Fund – Direct Growth?
The minimum SIP amount of UTI-Medium Term Fund – Direct Growth is ₹500
How can I redeem my investments in UTI-Medium Term Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select UTI-Medium Term Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select UTI-Medium Term Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
How much returns have UTI-Medium Term Fund – Direct Growth generated ?
The UTI-Medium Term Fund – Direct Growth has delivered 6.4% since inception
What is the expense ratio of UTI-Medium Term Fund – Direct Growth ?
The expense ratio of UTI-Medium Term Fund – Direct Growth is 0.98 % as of 29 September 2023.
What is the AUM of UTI-Medium Term Fund – Direct Growth?
The AUM of UTI-Medium Term Fund – Direct Growth is ₹2,48,191 Cr as of 29 September 2023
What are the top stock holdings of UTI-Medium Term Fund – Direct Growth?
The top stock holdings of UTI-Medium Term Fund – Direct Growth are
- GSEC2025 - 16.43%
- GSEC2029 - 13.15%
- Reliance Industr - 8.62%
- GSEC2030 - 7.91%
- GSEC2032 - 6.89%
Can I make investments in both the SIP and Lump Sum schemes of UTI-Medium Term Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of UTI-Medium Term Fund – Direct Growth based on your investment objective and risk tolerance.