UTI-Medium Term Fund
Fund Size (in Cr)
Mutual Fund SIP Calculator
Max: 5 yrs
Govt Securities / Sovereign
Non Convertable Debenture
Net Curr Ass/Net Receivables
|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|
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 Name
- Fund Size
- 3Y Returns
- ICICI Pru Medium Term Bond Fund
8.6%Fund Size - 6,579
7.7%Fund Size - 6,579
8%Fund Size - 6,579
- AXIS Strategic Bond Fund
8.4%Fund Size - 1,764
7.3%Fund Size - 1,764
7.8%Fund Size - 1,764
- Kotak Medium Term Fund
7%Fund Size - 2,127
7.2%Fund Size - 2,127
7.1%Fund Size - 2,127
- HDFC Medium Term Debt Fund
8.2%Fund Size - 4,110
7.2%Fund Size - 4,110
7.8%Fund Size - 4,110
- SBI Magnum Medium Duration Fund
8.4%Fund Size - 7,221
6.6%Fund Size - 7,221
8.4%Fund Size - 7,221
AMC Contact Details
UTI Mutual Fund
UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East), Mumbai 400 051
Frequently Asked Questions
How to invest in UTI-Medium Term Fund ?
You can invest in UTI-Medium Term Fund 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 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 ?
The NAV of UTI-Medium Term Fund is ₹16.7 as of 02 June 2023.
How to redeem UTI-Medium Term Fund 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?
The minimum SIP amount of UTI-Medium Term Fund is ₹500
How much returns have UTI-Medium Term Fund generated ?
The UTI-Medium Term Fund has delivered 6.5% since inception
What is the expense ratio of UTI-Medium Term Fund ?
The expense ratio of UTI-Medium Term Fund is 1.01 % as of 02 June 2023.
What is the AUM of UTI-Medium Term Fund?
The AUM of UTI-Medium Term Fund is ₹2,23,841 Cr as of 02 June 2023
What are the top stock holdings of UTI-Medium Term Fund?
The top stock holdings of UTI-Medium Term Fund are
- GSEC2025 - 16.43%
- GSEC2029 - 13.15%
- Reliance Industr - 8.62%
- GSEC2030 - 7.91%
- GSEC2032 - 6.89%