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UTI Medium Term Fund Regular Growth

Debt
Medium Duration
Moderate Risk
3.95%
3Y annualised
0.00% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Jan 2022₹14.94
Min. SIP amountNA
Rating2
Fund size₹65.44Cr

Returns and rankings

Category: Debt Medium Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns6.5%4.0%4.7%6.1%
Category average6.2%5.4%6.5%NA
Rank with in category31010NA
Understand terms

Holdings (16)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec12.2%
SovereignGOI Sec8.0%
EnergyNCD7.8%
The Indian Hotels Company Ltd.
ServicesBonds/Deb7.7%
OthersNCD7.7%
ConstructionNCD7.6%
GOI
SovereignGOI Sec7.5%
GOI
SovereignGOI Sec7.3%
India Grid Trust
EngineeringNCD6.1%
FinancialDebenture4.6%
See All

Expense ratio, exit load and tax

Expense ratio: 1.62%

Inclusive of GST

Exit load

For units in excess of 10% of the investment,1% will be charged for redemption within 365 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Ritesh Nambiar
Jul 2015 - Present
View details

Fund house & investment objective

Fund house contact details

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