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Our Opinion
Riskometer
Moderate
₹0.3488
As on 27-Jan-2022
As per SEBI's Riskometer.
Split between different types of investments
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|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
UTI Medium Duration Fund Segregated Portfolio - Regular Plan
|
|
Moderate
|
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-- |
||
 |
|
Moderately High
|
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1.21 |
||
|
|
Moderately High
|
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1.39 |
||
|
|
Moderately High
|
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1.33 |
||
|
|
Moderately High
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1.56 |
₹1 Cr
--
5,000
--
--
--
About UTI Medium Duration Fund Segregated Portfolio - Regular Plan
UTI Medium Duration Fund Segregated Portfolio - Regular Plan is a debt mutual fund scheme of UTI Mutual Fund. Launched on February 17, 2020, it is currently managed by Amandeep Singh Chopra and Ritesh Nambiar. The fund has an expense ratio of --% with an overall AUM (Assets Under Management) of ₹1 Cr.
The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹--.
Investment Strategy
The scheme seeks to generate reasonable income by investing in debt & money market securities such that the Macaulay duration of the portfolio is between 3 to 4 years.
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of UTI Medium Duration Fund Segregated Portfolio - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, UTI Medium Duration Fund Segregated Portfolio - Regular Plan can be bought from the UTI Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of UTI Medium Duration Fund Segregated Portfolio - Regular Plan, is ₹0.3488 as of 19-Apr-2026.
| Company | Percentage of Portfolio |
|---|---|
|
Vodafone Idea Ltd Debenture 8.04 27/01/2022 |
90.40
|
Over the past five years, UTI Medium Duration Fund Segregated Portfolio - Regular Plan has delivered an annualised return of --% as of 19-Apr-2026.
The minimum investment required to start investing in UTI Medium Duration Fund Segregated Portfolio - Regular Plan is ₹5,000 for the lump sum option and ₹-- for the SIP (Systematic Investment Plan) option.
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