UTI Medium Term Fund Segregated Portfolio Direct Growth0.00%

0.00%
1 Year Return
Debt
Medium Duration
6M
All

Fund Details

UTI Medium Term Fund Segregated Portfolio Direct Growth

RiskModerate
Min SIP AmountNot Supported
Expense Ratio0.00%
NAV0.11 (29 Oct 2020)
Fund Started16 Feb 2020
Fund Size2 Cr

Comparison

Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
Vodafone Idea Ltd.CommunicationDebenture94.3%

Fund Managers

addAmandeep Singh Chopra
Education
Mr. Chopra is a B.Sc. from St.Stephen's College and an MBA from FMS, Delhi.
Experience
He has been with associated with UTI AMC for over two decades.
Funds Managed
addRitesh Nambiar
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).
Funds Managed

UTI Medium Term Fund Segregated Portfolio Direct Growth Details

UTI Medium Term Fund Segregated Portfolio Direct Growth is a Debt Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 16 Feb 2020. Amandeep Singh Chopra is the Current Fund Manager of UTI Medium Term Fund Segregated Portfolio Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹2 Cr and the Latest NAV as of 29 Oct 2020 is ₹0.11.

The UTI Medium Term Fund Segregated Portfolio Direct Growth is rated Moderate risk.

Investment Objective

The scheme seeks to generate reasonable income by investing in debt & money market securities such that the Macaulay duration of the portfolio is between 3 to 4 years.

Tax Implications

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

Scheme Information Document(SID)

Not Supported
Min for First Investment
Not Supported
Min for Second Investment
Exit Load

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About Axis Mutual Fund

Address
Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai 400025
Phone
022-43255161
Launch Date
04 Sep 2009
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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