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

UTI · Medium Duration
Moderate
₹0.00
Current NAV
05 Nov 2026
16.1%
1Y Return
10.1%
3Y CAGR
17.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Very large asset base (AUM: ₹14,660 Cr) indicating high investor trust and liquidity.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Medium Duration mandate.
Cons / Risks
  • Higher expense ratio (2.01%) which can affect compounding over long horizons.
  • 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
0.61
Sharpe Ratio
0.81
Beta
0.61
Alpha
0.74
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Fund Details
Fund House UTI
Category Medium Duration
AUM ₹14660 Cr
Expense Ratio 2.01%
Min SIP ₹500
Min Lumpsum ₹1000
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