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UTI Medium Term Fund Segregated Portfolio Regular Growth

Debt
Medium Duration
Moderate Risk
-16.49%
1Y return
+0.12% 1D
1M
6M
1Y
All
NAV: 02 Aug 2021₹0.09
Min. SIP AmountNA
RatingNA
Fund Size₹1.29 Cr

Holdings (1)

NameSectorInstrumentAssets
Vodafone Idea Ltd.CommunicationDebenture95.4%

Pros and cons

Category: Debt Medium Duration

Pros

  • Lower expense ratio - 0.32%

Cons

  • Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
  • Age is less than 3 years
  • 1Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 0.32%

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, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand termsinfo

Fund management

Amandeep Singh Chopra
Feb 2020 - Present
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Ritesh Nambiar
Feb 2020 - Present
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Fund house & investment objective

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Fund house contact details

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