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UTI Medium Term Fund ( Segregated - 17022020 ) - Regular Plan - Annual IDCW

UTI · Medium Duration
Moderate
₹0.28
Current NAV
27 Jan 2022
12.7%
1Y Return
10.7%
3Y CAGR
13.7%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 2.67).
  • 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 (2.07%) 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
0.67
Sharpe Ratio
0.87
Beta
2.67
Alpha
0.85
Sortino
Fund Details
Fund House UTI
Category Medium Duration
AUM ₹9220 Cr
Expense Ratio 2.07%
Min SIP ₹500
Min Lumpsum ₹1000
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