Fund has been able to generate better returns compared to other funds in the same category
Hefty expense ratio implies reduced returns over the long term
Fund has not been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Medium to long duration funds are debt funds. They invest in debt and money market securities for the macaulay duration between 3 to 7 years. They have lower maturity than long duration funds.
Gains are added to taxable income and taxed according to the individual's income tax slab
Gains are taxed at 20% with indexation benefit
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
Invested
₹—
+Returns (0%)
₹—
-₹—
You make
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UTI AMC commenced operations from February 1, 2003. It has been promoted by four sponsors, namely, SBI, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank and each of them hold 25% of the paid up capital of UTI AMC.
No.of Schemes
58
Total AUM
₹ 1,54,911.69 Cr.
ReturnsFund's average annual rolling returns over the last three years is compared against the funds from the same category
Fund has been able to generate better returns compared to other funds in the same category