Uti Medium Term Fund - Growth Plan

Debt Generate Interest income and beat FD returns
Medium Duration Fund
Category Rank
Uti Medium Term Fund - Growth Plan
Rating
Fund
Time to Invest
Uti Medium Term Fund - Growth Plan
NAV
15.2832
(02/12/2022)
L 52Wk H
14.75
15.28
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Uti Medium Term Fund - Growth Plan

Debt
Medium Duration Fund
Generate Interest income and beat FD returns
Rank Uti Medium Term Fund - Growth Plan
Fund
NAV
15.2832
(02/12/2022)
Time to Invest
Uti Medium Term Fund - Growth Plan
Rating
L 52Wk H
14.75
15.28
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 Term Debt Index
Returns
Absolute
1M
1.10%
3M
1.33%
6M
3.18%
Annualised
1Y
2.32%
3Y
2.80%
5Y
3.99%
Historical NAV
NAV for scheme UTI Medium Term Fund - Regular Plan - Growth Option is
Growth of 10,000
An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

Uti Medium Term Fund - Growth Plan

AUM

57.80 Cr
Uti Medium Term Fund - Growth Plan AUM is 95% 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

1.61%

Turnover Ratio

NA