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UTI Medium Term Fund ( Segregated - 17022020 ) - Direct Plan - Monthly IDCW

UTI · Medium Duration
Moderate
₹0.26
Current NAV
27 Jan 2022
17.7%
1Y Return
21.7%
3Y CAGR
18.7%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.47%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.77).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.77).
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
1.77
Sharpe Ratio
1.37
Beta
6.77
Alpha
2.07
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Fund Details
Fund House UTI
Category Medium Duration
AUM ₹320 Cr
Expense Ratio 0.47%
Min SIP ₹500
Min Lumpsum ₹1000
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