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

UTI · Medium Duration
Moderate
₹0.00
Current NAV
14 Jul 2020
25.7%
1Y Return
13.7%
3Y CAGR
15.7%
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 0.27%.
  • Generates significant excess returns relative to benchmark index (Alpha: 5.97).
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
0.97
Sharpe Ratio
0.57
Beta
5.97
Alpha
1.23
Sortino
Fund Details
Fund House UTI
Category Medium Duration
AUM ₹5520 Cr
Expense Ratio 0.27%
Min SIP ₹500
Min Lumpsum ₹1000
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