UTI-Medium Term Fund
500
Min SIP
500
Min Lumpsum
1.01 %
Expense Ratio
Rating
46
Fund Size (in Cr)
8 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 7.5% | 5.1% | 5.1% | 6.5% | ||||
| Category Average | 13.5% | 24.3% | 13.7% | - |
Scheme Allocation
By Holding
By Sector
By Asset
GSEC2025
GSEC2029
Reliance Industr
GSEC2030
TBILL-182D
Others
Advance Ratio
0.32
Alpha
0.91
SD
0.03
Beta
0.43
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
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- Debt .
- Medium Duration .
-
- 6,579
-
8.6%Fund Size - 6,579
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7.7%Fund Size - 6,579
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8%Fund Size - 6,579
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- Debt .
- Medium Duration .
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- 1,764
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8.4%Fund Size - 1,764
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7.3%Fund Size - 1,764
-
7.8%Fund Size - 1,764
-
- Debt .
- Medium Duration .
-
- 2,127
-
7%Fund Size - 2,127
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7.2%Fund Size - 2,127
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7.1%Fund Size - 2,127
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- Debt .
- Medium Duration .
-
- 4,110
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8.2%Fund Size - 4,110
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7.2%Fund Size - 4,110
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7.8%Fund Size - 4,110
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- Debt .
- Medium Duration .
-
- 7,221
-
8.4%Fund Size - 7,221
-
6.6%Fund Size - 7,221
-
8.4%Fund Size - 7,221
AMC Contact Details
UTI Mutual Fund
AUM:
2,23,841 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 ?
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%