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

UTI · Medium Duration
Moderate
₹0.00
Current NAV
14 Jul 2020
19.5%
1Y Return
12.5%
3Y CAGR
20.5%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.45%.
  • Generates significant excess returns relative to benchmark index (Alpha: 3.35).
  • Very large asset base (AUM: ₹16,400 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
0.85
Sharpe Ratio
0.75
Beta
3.35
Alpha
0.98
Sortino
Fund Details
Fund House UTI
Category Medium Duration
AUM ₹16400 Cr
Expense Ratio 0.45%
Min SIP ₹500
Min Lumpsum ₹1000
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