UTI Medium Duration Fund Segregated Portfolio Direct Growth

Debt
Medium Duration
Moderate Risk
NAV: 27 Jan 2022₹0.37
Min. SIP amountNot Supported
RatingNA
Fund size₹1.36Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (1)

NameSectorInstrumentAssets
Vodafone Idea Ltd.
CommunicationDebenture90.40%

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Debt Medium Duration
Absolute returns
1M3M6MAll
Fund returnsNANANANA
Category averageNANANANA
Rank with in categoryNANANANA
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Peer Comparison

Debt, Medium Duration fundsRating1Y3YFund Size(Cr)
4
10.2%8.8%1,941.66
4
10.0%8.7%654.65
5
10.1%8.6%5,700.65
3
9.7%8.4%3,870.84
3
9.9%8.2%314.71

Expense ratio, exit load and tax

Expense ratio: NA

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab.

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Fund management

Amandeep Singh Chopra
Feb 2020 - Present
View details

Education
Mr. Chopra is a B.Sc. from St.Stephen's College and an MBA from FMS, Delhi.
Experience
He has been with UTI AMC since 1994 beginning with Investment Research and then moving into the area of Fund Management. Prior to this, he had an experience of 2 years of working with Aaina Exports Ltd and Stenay Ltd. He serves on the Executive Investment Committee (EIC), Valuation Committee and the Management Committee of UTI AMC Ltd. He is also a member of the Valuation Committee of the Association of Mutual Funds in India (AMFI).
Also manages these schemes

Ritesh Nambiar
Feb 2020 - Present
View details

Education
Mr. Nambiar is an MMS (Finance), CFA and FRM holder.
Experience
Prior to joining UTI AMC in March 2008, he was a Fixed Income Analyst with CRISIL Research (January 2007 - March 2008) and a Fixed Income Trader with Eurex, LIFFE and CBOE Desk )(May 2005 - October 2006).
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
UTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Phone
0263 2296993
Launch Date
14 Nov 2002
E-mail
NA
UTI Mutual Fund
Asset Management Company
Custodian
Stock Holding Corp. of India Ltd.
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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