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UTI - Medium Term Fund (Segregated - 07072020) - Direct Plan - Annual Dividend Option

UTI · Medium Duration
Moderate
₹0.00
Current NAV
14 Jul 2020
29.8%
1Y Return
11.8%
3Y CAGR
19.8%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.68%.
  • Generates significant excess returns relative to benchmark index (Alpha: 5.78).
  • Very large asset base (AUM: ₹22,330 Cr) indicating high investor trust and liquidity.
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
1.58
Beta
5.78
Alpha
1.08
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Fund Details
Fund House UTI
Category Medium Duration
AUM ₹22330 Cr
Expense Ratio 0.68%
Min SIP ₹500
Min Lumpsum ₹1000
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