Home>Mutual Funds>UTI Mutual Fund>UTI Medium Term Fund Regular Growth

UTI Medium Term Fund Regular Growth

Debt
Medium Duration
Moderate Risk
4.56%
3Y annualised
+0.14% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 14 Oct 2021₹14.88
Min. SIP amountNA
Rating2star
Fund size₹67.13 Cr

Returns and rankings

Category: Debt Medium Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns7.2%4.6%5.2%6.3%
Category average6.2%5.4%6.5%NA
Rank with in category31010NA
Understand termsinfo

Holdings (16)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec12.6%
GOI
SovereignGOI Sec8.2%
L&T Infrastructure Finance Co. Ltd.
FinancialDebenture8.1%
EnergyNCD8.1%
MetalsBonds/NCD8.0%
The Indian Hotels Company Ltd.
ServicesBonds/Deb7.9%
Telesonic Network Ltd.
CommunicationDebenture7.8%
Amba River Coke Ltd.
OthersNCD7.8%
GOI
SovereignGOI Sec7.7%
ConstructionNCD7.7%
See All

Expense ratio, exit load and tax

Expense ratio: 1.62%

Inclusive of GST

Exit load

Exit load of 5% if redeemed within 12 months.

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 termsinfo
Check past data

Minimum investment amounts

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

Fund management

Amandeep Singh Chopra
Mar 2015 - Present
View details
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Ritesh Nambiar
Jul 2015 - Present
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Fund house & investment objective

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Fund house contact details

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