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

UTI · Medium Duration
Moderate
₹0.00
Current NAV
14 Jul 2020
26.9%
1Y Return
9.9%
3Y CAGR
16.9%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Medium Duration mandate.
Cons / Risks
  • Higher expense ratio (1.89%) which can affect compounding over long horizons.
  • 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
0.59
Sharpe Ratio
1.09
Beta
-1.91
Alpha
0.70
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Fund Details
Fund House UTI
Category Medium Duration
AUM ₹7640 Cr
Expense Ratio 1.89%
Min SIP ₹500
Min Lumpsum ₹1000
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