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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.24 | 7.38 | 2.87 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.14 | 7.16 | 2.75 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 2.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 20,000 |
BenchmarkBenchmark |
---|
— |
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.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
UTI Medium to Long Duration Fund(H-IDCW) | 9.35% | 8.27% | 3.81% |
ICICI Pru Bond Fund(H-IDCW) | 0.95% | 0.57% | 0.78% |
Aditya Birla SL Income Fund(IDCW-Reinv) | 2.47% | -0.82% | 2.57% |
Kotak Bond Fund(IDCW) | 10.16% | 6.55% | 1.93% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Debt
Others
Holdings
49.43 %
Holdings
8.06 %
Holdings
7.92 %
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
64
Total AUM
₹ 2,19,954.06 Cr.
Sunil Patil
AUM: ₹8,417.79 Cr.
|
Exp: 16yrs
M.Com, MFM,CAIIB-I,Certificate Examination of IIB for the Employees of UTI
Shri Sunil Patil joined UTI AMC in October 1989.He has 16 years of experience in Primary Market Investment and Dealing and 7 years of experience in Fund Management.
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%