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UTI - Medium Term Fund (Segregated - 06032020) - Regular Plan - Flexi Dividend Option

UTI · Medium Duration
Moderate
₹0.00
Current NAV
25 Jun 2026
26.8%
1Y Return
11.8%
3Y CAGR
16.8%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Generates significant excess returns relative to benchmark index (Alpha: 3.28).
  • Well-diversified portfolio aligned with the Medium Duration mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.78
Sharpe Ratio
0.68
Beta
3.28
Alpha
1.08
Sortino
Fund Details
Fund House UTI
Category Medium Duration
AUM ₹2330 Cr
Expense Ratio 1.08%
Min SIP ₹500
Min Lumpsum ₹1000
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