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

UTI · Medium Duration
Moderate
₹0.00
Current NAV
14 Jul 2020
13.4%
1Y Return
18.4%
3Y CAGR
14.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.74%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.44).
  • Very large asset base (AUM: ₹23,990 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
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
1.44
Sharpe Ratio
1.34
Beta
-0.06
Alpha
1.64
Sortino
Fund Details
Fund House UTI
Category Medium Duration
AUM ₹23990 Cr
Expense Ratio 0.74%
Min SIP ₹500
Min Lumpsum ₹1000
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