Uti Medium Term Fund - Annual Idcw Payout

Item: Uti Medium Term Fund - Annual Idcw Payout
Rating: 1
Author: RankMF

Debt Generate Interest income and beat FD returns

 Medium Duration Fund
Category Rank
Rating
The fun has significantly poor and below average yield(expected return) as compared to other funds in the category
Fund
Since this is low rated scheme, RANK MF research recommends that Investors should look for alternative schemes
Time to Invest
NAV

								12.0441

							(07/06/2023)

	                                    L
	                                      52Wk
	                                    H
	                                  
	                                11.41
	                                
	                                12.04

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Uti Medium Term Fund - Annual Idcw Payout

Debt

Medium Duration Fund

Generate Interest income and beat FD returns

Rank

Fund

Since this is low rated scheme, RANK MF research recommends that Investors should look for alternative schemes

NAV

12.0441
(07/06/2023)

Time to Invest

Rating

The fun has significantly poor and below average yield(expected return) as compared to other funds in the category

	L 52Wk H
11.41		12.04

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Investment Objective

The investment objective of the scheme is 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. However there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns. .

Category
Debt - Medium Duration Fund
Benchmark
CRISIL Medium Duration Debt Index
Returns
Absolute
1M
0.71%
3M
2.81%
6M
3.69%
 Annualised
1Y
7.14%
3Y
4.42%
5Y
4.23%

Historical NAV

NAV for scheme UTI Medium Term Fund - Regular Plan - Annual IDCW is

Growth of 10,000

An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

AUM

46.13 Cr

Uti Medium Term Fund - Annual Idcw Payout AUM is 96% lower than other schemes in the category

Load

Entry Load - NIL

Exit Load - Nil upto 10% of units and 1% for remaining units on or before 12M Nil after 12M

Lock In Period - NIL

Expense Ratio

1.62%

Turnover Ratio

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UTI MEDIUM TERM FUND - ANNUAL IDCW PAYOUT

Rating

NAV

12.0441 (07/06/2023)

Average Return (XIRR p.a.)

Get upto 0.00% Higher Returns
Buy Low and Sell High like smart investors based on Margin of safety in the markets.
Invest a fixed amount on a fixed date. Invested amount gets allocated to or Equity Scheme depending on market valuations. Click here for details on how SmartSIP works.
Advantages

Higher Returns than normal SIP on absolute and risk adjusted basis
Higher Realizable value of invested amount
Lower Risk since money is allocated to liquid schemes in expensive times

We recommend

Average Return (XIRR p.a.)

Invest a fixed amount in the scheme on a fixed date irrespective of market valuations
You invest equal amount when markets are cheap and expensive to get average price for units over time.

Compare Corpus

The above return is the average return for a 5 year period if you had begun SIP or SmartSIP+ anytime on or after 1st Jan 2005. Results as on 8th June 2023. Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. There is no guarantee on performance. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

Invest Now

Choose a SmartSIP Plan for Uti Medium Term Fund - Annual Idcw Payout

Average Return (XIRR p.a.)

Get upto 0.00% Higher Returns
Buy Low and Sell High like smart investors based on Margin of safety in the markets.
Step 1: Invest a fixed amount on a fixed date exactly as per normal SIP
Step 2: Invest twice the amount of your SIP in months when markets are cheaper.
Indicative Investment Amount over 5 years for Rs. 10,000 SIP+ = Rs. 6,60,000. Indicative extra investment commitment over 5 years = Rs. 60,000. Usually this happens one month in 12 months. Click here for details on how SmartSIP+ works.

We recommend

Average Return (XIRR p.a.)

Buy Low and Sell High like smart investors based on Margin of safety in the markets.
Invest a fixed amount on a fixed date similar to normal SIP. Invested amount gets allocated to or Equity Scheme depending on market valuations. Click here for details on how SmartSIP works.
Indicative Investment Amount over 5 years for Rs. 10,000 SIP = Rs. 6,00,000

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What is SmartSIP?

Compare SmartSIP plans v/s normal SIP?

Frenquently Asked Questions?

Invest Now

Choose a SIP Plan for Uti Medium Term Fund - Annual Idcw Payout

Average Return (XIRR p.a.)

Get upto 0.00%
Invest and Buy more units than normal SIP when markets are down
Step 1: Invest a fixed amount on a fixed date exactly as per normal SIP
Step 2: Invest twice the amount in months when markets are cheaper.
Indicative Investment Amount over 5 years for Rs. 10,000 SIP+ = Rs. 6,60,000. Indicative extra investment commitment over 5 years = Rs. 60,000. Usually this happens one month in 12 months. Click here for details on how SIP+ works.
Advantages

Higher Returns than normal SIP on absolute and risk adjusted basis
Higher Realizable value of invested amount
Lower Risk since money is allocated to liquid schemes in expensive times

We recommend

Average Return (XIRR p.a.)

Invest a fixed amount in the scheme on a fixed date irrespective of market valuations
You invest equal amount when markets are cheap and expensive to get average price for units over time.

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Uti Medium Term Fund - Annual Idcw Payout

Uti Medium Term Fund - Annual Idcw Payout

Overview

Performance

SIP

Portfolio

Strength

Manager & Other Details

Risk of the fund

AUM

Load

Expense Ratio

Turnover Ratio

Related Funds

Top Ranked Funds

Top UTI Mutual Funds

Mutual Funds

Uti Medium Term Fund - Annual Idcw Payout

Uti Medium Term Fund - Annual Idcw Payout

Overview

Performance

SIP

Portfolio

Strength

Manager & Other Details

Risk of the fund

AUM

Load

Expense Ratio

Turnover Ratio

Related Funds

Top Ranked Funds

Top UTI Mutual Funds

Mutual Funds

Timer STP

Invest Now

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