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

UTI · Medium Duration
Moderate
₹0.00
Current NAV
14 Jul 2020
30.0%
1Y Return
16.0%
3Y CAGR
20.0%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Very large asset base (AUM: ₹20,750 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Medium Duration mandate.
Cons / Risks
  • Higher expense ratio (2.2%) 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
1.20
Sharpe Ratio
1.40
Beta
1.20
Alpha
1.44
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Fund Details
Fund House UTI
Category Medium Duration
AUM ₹20750 Cr
Expense Ratio 2.20%
Min SIP ₹500
Min Lumpsum ₹1000
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