UTI MEDIUM TERM FUND (Debt, Debt Medium Duration)

Moderate
3 yrs 4 monthsStarted on:30 Mar 2015
₹ 211.4 Cras on: 17 Jul 2018
Mid Term & Long Horizon
1.30%
Income Generation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

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.

Exit Load

Scheme Documents

Similar Funds
SBI Regular Savings Fund
Return (CAGR) 7.89%
Crisil Ranking NA
Value Research
Aditya BSL Medium Term Plan
Return (CAGR) 8.97%
Crisil Ranking 4
Value Research
Franklin India Income Opportunities Fund
Return (CAGR) 9.00%
Crisil Ranking 2
Value Research
Axis Regular Savings Fund
Return (CAGR) 8.90%
Crisil Ranking 2
Value Research
ICICI Prudential Corporate Bond Fund
Return (CAGR) 7.50%
Crisil Ranking 5
Value Research
HDFC High Interest Fund - Short Term Plan
Return (CAGR) 7.90%
Crisil Ranking 5
Value Research
DSP BlackRock Bond Fund
Return (CAGR) 8.41%
Crisil Ranking 3
Value Research
RELIANCE CORPORATE BOND FUND
Return (CAGR) 8.79%
Crisil Ranking 3
Value Research NA

Tenure

TenureReturns (CAGR)
YTD2.61
1 Month0.84
3 Month0.43
1 YR5.13
2 YR7.48
3 YR8.15

SIP Returns

TenureReturns (CAGR)
1 YR4.57
2 YR5.88
3 YR7.07

Portfolio

Company Name% Assets
Muthoot Finance Ltd. 24/04/20229.3
Reliance Utilities and Power Pvt. Ltd 02/08/2024 9.75%8.73
Nirma Ltd. 9.50%8.33
Indiabulls Housing Finance Ltd. 17/06/2019 8.90%7.09
Raymond Ltd. 10/04/2019 9.52%4.74
Idea Cellular Ltd. 31/10/2019 9.45%4.69
Power Grid Corporation of India Ltd. 20/05/2022 7.93%4.63
Bharat Aluminium Co. Ltd. 31/07/2020 7.90%4.58
Walwhan Renewables Energy Pvt. Ltd. 31/01/20224.51
Zee Learn Ltd.3.26

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation1.69%
Sharpe Ratio0.82

Amandeep Singh Chopra,Ritesh Nambiar

Mr. Chopra is a B.Sc. from St.Stephen's College and an MBA from FMS, Delhi.Mr. Nambiar is an MMS (Finance), CFA and FRM holder.
He has been with associated with UTI AMC for over two decades. 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).
© CRISIL Limited 2017. All Rights Reserved