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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.82 | 7.50 | 4.93 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.01 | 7.50 | 4.48 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 20,000 |
BenchmarkBenchmark |
---|
— |
Medium duration funds are debt funds. They invest in debt and money market securities for the macaulay duration between 3 to 4 years. They have lower maturity than medium to long duration funds and long duration funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
UTI Medium Duration Fund(F-IDCW) | 8.62% | 4.76% | 3.88% |
SBI Magnum Medium Duration Fund(IDCW-Payout) | 8.82% | 6.58% | 6.16% |
ICICI Pru Medium Term Bond Fund(Q-IDCW Payout) | 0.74% | 0.71% | 0.66% |
HDFC Medium Term Debt Fund(FN-IDCW Reinv) | -0.45% | -0.01% | -0.41% |
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
16.42 %
Holdings
10.15 %
Holdings
7.86 %
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
₹ 2,20,556.84 Cr.
Ritesh Nambiar
AUM: ₹8,533.30 Cr.
|
Exp: —
CFA, FRM & MBA ( Finance )
Mr.Ritesh Nambiar joined UTI in 2008. Prior to joining UTI, he has 3 years of experience in CRISIL and TransMarket Group Research . In UTI he has worked in Department of Securities Research and is presently in Department of FundManagement - Debt.
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%