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

UTI · Medium Duration
Moderate
₹0.00
Current NAV
25 Jun 2026
20.9%
1Y Return
12.9%
3Y CAGR
21.9%
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: 2.89).
  • Very large asset base (AUM: ₹14,940 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (1.89%) 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
0.89
Sharpe Ratio
1.09
Beta
2.89
Alpha
1.06
Sortino
Fund Details
Fund House UTI
Category Medium Duration
AUM ₹14940 Cr
Expense Ratio 1.89%
Min SIP ₹500
Min Lumpsum ₹1000
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