UTI Medium Duration Fund - Direct Plan - Growth Option

debt

RETURNS (5 YEARS) 6.89%

RETURNS (5 YEARS) 6.89%

NAV ₹20.27

Sub-Type medium

Rating

Invest

Overview
Holdings
Manager

Returns

Timeframe

Fund(%)

1M

0.61%

3M

1.04%

6M

2.80%

1Y

6.99%

3Y

7.66%

5Y

6.89%

Fund Essentials

31 Jan 2015

Fund Started
₹38.53 Cr

AUM Fund Size
0.80%

Expense Ratio
₹500.0

Min SIP Amount
Low

Fund Risk
1.0% if redeemed within 0-12 months

0% if redeemed after 12 months

Exit Load

Top 10 Holdings

7.18% Gs 2033 17.33%
7.26% Gs 2032 10.71%
7.79% Uttarpradesh Sgs 2033 8.09%
Bajaj Finance Limited 7.74%
7.10% Gs 2034 6.63%
Tata Motors Passenger Vehicles Limited 5.18%
Aditya Birla Real Estate Limited 5.17%
SHIVSHAKTI SECURITISATION TRUST 5.17%
Adani Power Limited 5.17%
360 One Prime Limited 3.91%

Abhishek Sonthalia

Manager

SIP (monthly)
One-Time

Set monthly SIP amount (Min : 500.0)

Set monthly SIP date

Minimum amount to be invested is ₹500.0

Invest

Set amount (Min : 1000)

Invest

Risk-o-meter

Low