UTI-Medium Term Fund (IDCW-A)

UTI-Medium Term Fund (IDCW-A)

ModerateDebtMedium Duration
Not Rated
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Scheme Details

1.65%

Expense Ratio

₹40 cr

Fund Size

₹20,000

Minimum Lumpsum

₹500

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
7.66%
5.23%
4.37%
5.9%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
UTI-Medium Term Fund (IDCW-A)
7.66%
B
BOI AXA Credit Risk Fund - Direct
6.55%
N
Nippon India CPO Fund II - Plan A - Direct (G)
9.66%
H
HDFC Dynamic PE Ratio Fund of Funds - Dir (G)
17.13%
S
SBI Multi Asset Allocation Fund - Direct (G)
22.03%

Holdings

Holdings
Ratings
GSEC2029
21.06%
GSEC2025
15.85%
Reliance Industr
8.24%
Indian Hotels Co
8.12%
Dilip Buildcon
8.06%

Fund Manager

A
Amandeep Chopra
R
Ritesh Nambiar