Home› Funds› UTI Medium Term Fund ( Segregated - 17022020 ) - R

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

UTI · Medium Duration
Moderate
₹0.27
Current NAV
27 Jan 2022
334.0%
1Y Return
22.8%
3Y CAGR
15.8%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.98%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.88).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.38).
  • Very large asset base (AUM: ₹24,430 Cr) indicating high investor trust and liquidity.
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
1.88
Sharpe Ratio
0.58
Beta
6.38
Alpha
2.41
Sortino
Fund Details
Fund House UTI
Category Medium Duration
AUM ₹24430 Cr
Expense Ratio 0.98%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Medium Duration
NIPPON INDIA MEDIUM DURATION FUND - SEGREGATED PORTFOLIO 1 - Direct Plan - QUARTERLY IDCW Option
Nippon India
₹0.13 340.3%
Nippon India Medium Duration Fund - Segregated Portfolio 1 - Direct Plan - Bonus Option
Nippon India
₹0.19 340.1%
NIPPON INDIA MEDIUM DURATION FUND - SEGREGATED PORTFOLIO 1 - IDCW Option
Nippon India
₹0.15 339.8%
Nippon India Medium Duration Fund - Segregated Portfolio 1 - Bonus Option
Nippon India
₹0.18 339.7%