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

UTI · Medium Duration
Moderate
₹0.00
Current NAV
25 Jun 2026
25.2%
1Y Return
21.2%
3Y CAGR
15.2%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.72).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.72).
  • Very large asset base (AUM: ₹16,770 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (2.12%) which can affect compounding over long horizons.
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
1.72
Sharpe Ratio
1.32
Beta
6.72
Alpha
1.93
Sortino
Fund Details
Fund House UTI
Category Medium Duration
AUM ₹16770 Cr
Expense Ratio 2.12%
Min SIP ₹500
Min Lumpsum ₹1000
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