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UTI Medium Term Fund Direct-Growth UTI Medium Term Fund Direct-Growth UTI Medium Term Fund Direct-Growth UTI Medium Term Fund Direct-Growth - Get latest updates on NAV, Dividends, Returns, Performance, Risks & Portfolio. Invest now! Paisabazaar INR 5000 1 rating rating rating rating rating UTI Medium Term Fund Direct-Growth 2 5

Debt Medium Duration

PLAN: GROWTH TYPE : OPEN-ENDED OPTION: Growth

1 Yr return

-0.38%

3 Yrs CAGR returns

4.29%

5 Yrs CAGR returns

6.71%

NAV as on 31 Jul

₹ 14.23 by 0.00 ( -0.02%)

Expense ratio

1.10

Exit load

1%

Fund Size (Cr)

₹ 335.49


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Performance Graph*
Returns Calculator
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If ₹5000 invested for 1

Estimated returns*

₹ 0

with % annual returns

Direct Funds
Estimated amount
₹ 10,27,000
Regular Funds
Estimated amount
₹ 9,91,000

* The calculator, based on assumed rate of returns, is meant for illustration purposes only.More

The calculations are not based on any judgments of the future return and should not be construed as promise on minimum returns. Information gathered and material used in this calculator is believed to be from reliable sources. Paisabazaar however does not warrant the accuracy, reasonableness and/or completeness of any such information. While utmost care has been exercised while preparing the calculator, Paisabazaar does not warrant the completeness or guarantee that the achieved computations are flawless and/or accurate and disclaims all liabilities, losses and damages arising out of the use or in respect of anything done in reliance of the calculator.

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 at Marginal rate of taxation, if you redeem before 36 months. Gains on debt mutual funds held for 36 months or more are treated as long-term capital gains and taxed at the rate of 20% after indexation benefits. Indexation is a technique to adjust tax payments by employing a price index which adjusts for inflation.

riskometer
Top Holdings
Top 10 Sectors %
Sovereign 32.26
Financial 31.01
Others 13.09
Energy 9.08
8.81
Services 3.03
Engineering 2.72
Top 10 Sectors %
Sovereign 32.26
SIDCs/SFCs 9.17
Other Fin. Instns. 9.1
Banking 8.92
Others 8.9
Electricity Distribn. 4.82
Crude Oil & Natural Gas 4.26
Others 4.19
Education 3.03
Fund house details
Fund House UTI Mutual Fund
Fund Manager Ritesh Nambiar
Fund Setup Date 25 Mar 2015
Address UTI Tower, 'GN' Block, Bandra-Kurla Complex, Bandra (East),
Contact 022- 6678 6666, 66786354/ 1800 22 1230
Email ID invest@uti.co.in