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

UTI · Medium Duration
Moderate
₹0.28
Current NAV
27 Jan 2022
30.7%
1Y Return
20.7%
3Y CAGR
20.7%
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: 1.67).
  • Well-diversified portfolio aligned with the Medium Duration mandate.
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
1.67
Sharpe Ratio
1.27
Beta
0.67
Alpha
2.29
Sortino
Fund Details
Fund House UTI
Category Medium Duration
AUM ₹1220 Cr
Expense Ratio 1.27%
Min SIP ₹500
Min Lumpsum ₹1000
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