UTI Medium Term Fund - Regular - Growth+0.0%

4.9%
1 Year Return
Debt
Medium Duration
1.0 star
1Y
3Y

Fund Details

UTI Medium Term Fund - Regular - Growth

RiskModerate
Min SIP Amount₹500
Expense Ratio1.37%
NAV13.2 (14-Dec-2018)
Fund Started31-Mar-2015
Fund Size182 Cr

Returns

Fund
1Y
3Y
5Y
UTI Medium Term Fund - Regular - Growth
4.9%
7.8% p.a
NA

SIP Calculator

I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    30
    with 4.9% annual returns

    Comparison

    Data not available
    Pros
    1. Risk-adjusted returns are higher compared to the caregory
    2. 3Y Returns are higher than the benchmark
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Age is less than 3 years
    3. Risk is higher compared to the benchmark
    4. 1Y Returns are lower than the benchmark

    Top 10 Holdings

    Name% AssetsSectorInstrumentRating/SizeValue(Cr)
    Current Assets20.9%Current AssetsCurrent Assets--58.8
    9.65 Green Infra Wind Energy Ltd. Aug 4 2023 7.1%EnergyDebenturesAA(SO)20.0
    8 Walwhan Renewable Energy Ltd. Jan 31 2022 6.8%EnergyDebenturesAA(SO)19.1
    9 Muthoot Finance Ltd. Apr 24 2022 6.8%Financial ServicesDebenturesAA19.1
    9.5 Nirma Ltd. Jul 6 2077 6.2%ChemicalsDebenturesAA-17.5
    NRSS XXIX (B) Transmission Ltd.5.3%EnergyFRBAAA15.0
    8.9 Indiabulls Housing Finance Ltd. Jun 17 2019 5.3%Financial ServicesDebenturesAAA14.9
    Avanse Financial Services Ltd.5.3%Financial ServicesFRBAA+(SO)14.9
    9.52 Raymond Ltd. Apr 10 2019 3.6%TextilesDebenturesAA10.0
    9.5 Nayara Energy Ltd. Jul 29 2021 3.5%EnergyDebenturesAA9.9
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    About UTI Mutual Fund

    UTI Mutual Fund started their mutual fund on 01/02/2003 and its managing total assets of ₹1,50,669 Cr. Its ranked at 6 as per total assets at end of 30th Sep 2017.

    UTI Mutual Fund was carved out of the erstwhile Unit Trust of India as a SEBI registered mutual fund from 1 February 2003. The Unit Trust of India Act 1963 was repealed, paving way for the bifurcation of UTI into – Specified Undertaking of Unit Trust of India; and UTI Mutual Fund. UTI AMC, India’s most trusted Wealth creators and always has the interest of its investors in its heart. The AMC has completed 50 years as India’s leading Financial service institution and was a sole vehicle of capital market investment for Indian Citizens till the early 90’s. The institution has shown great resilience and has grown from strength to strength overcoming economic turbulence and global turnarounds. This AMC has contributed immensely to industrial and capital growth in the Indian market. It has led transformative initiatives like developmental financial institutions, rural outreach programs and financial products and services.

    Launch Date31 Jan 2003
    AddressUTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai 400051
    Assets1,50,669 Cr
    SponsorNA
    Phone022-66786666
    Emailservice@uti.co.in
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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