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

UTI · Medium Duration
Moderate
₹0.25
Current NAV
27 Jan 2022
19.7%
1Y Return
11.7%
3Y CAGR
20.7%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Very large asset base (AUM: ₹16,320 Cr) indicating high investor trust and liquidity.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Medium Duration mandate.
Cons / Risks
  • 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
0.77
Sharpe Ratio
0.97
Beta
0.77
Alpha
1.05
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Fund Details
Fund House UTI
Category Medium Duration
AUM ₹16320 Cr
Expense Ratio 1.77%
Min SIP ₹500
Min Lumpsum ₹1000
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