UTI Medium Term Fund

Debt - Medium Term Fund

UTI Medium Term Fund invests in diversified portfolio consisting of debt & money market instruments along with tactical allocation to government securities. The scheme primarily invests in corporate bonds with the aim to generate reasonable income while capital appr+I2eciation would likely be generated through duration management. Investors having an invetsment horizon of more than 3 years may look at this fund

Snapshot

Fund Type
Inception
Risk Metric
Returns
1 Year
3 Year
5 Year
NAV

Fund Facts

Month End AuM
Monthly Avg. AuM
No. of Folio Accounts
Minimum Investment Amount
Total Expense Ratio
Benchmark Index
Special Facitilities
Exit Load

Fund Performance

of Rs
Must be a multiple of 100 and greater than 0.
for
  • vs
This Scheme BSE 100 Fixed Deposit Gold PPF
3 months 109.25 105.89 117.65 178.67 134.78
9 months 109.25 105.89 117.65 178.67 134.78
1 year 109.25 105.89 117.65 178.67 134.78
3 years 139.25 145.89 137.65 188.67 112.78
5 years 164.25 105.89 117.65 178.67 134.78
Since Inception 109.25 105.89 117.65 178.67 134.78
  • VS
Period Fund Performance Vs Benchmark (CAGR) Growth for Rs 10,000 /-
NAV (%) NAV (Rs)

"Different plans have a different expense structure. The performance details provided herein are of Regular plan." * CAGR - Compounded annualized Growth Rate

Portfolio

Fund Benchmark Net
Current Asset Allocation
Top 10 Holdings
View All
Name Weight(%)

Fund Managers

Frequently asked questions

  • What is UTI Medium Term Fund?
  • Why Should I Invest in UTI Medium Term Fund?
  • Who should invest in UTI Medium Term Fund
  • How to Invest in UTI Medium Term Fund?
  • How are Medium Term Fund taxed?