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UTI - Medium Term Fund (Segregated - 17022020) - Regular Plan - Growth Option

UTI · Medium Duration
Moderate
₹0.35
Current NAV
27 Jan 2022
14.6%
1Y Return
22.6%
3Y CAGR
15.6%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.86).
  • Generates significant excess returns relative to benchmark index (Alpha: 3.86).
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
1.86
Sharpe Ratio
0.86
Beta
3.86
Alpha
2.34
Sortino
Fund Details
Fund House UTI
Category Medium Duration
AUM ₹1410 Cr
Expense Ratio 1.66%
Min SIP ₹500
Min Lumpsum ₹1000
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