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UTI Medium Term Fund Segregated Portfolio 2 - Regular Plan


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.

Fund Manager

— Amandeep Singh Chopra since 06-Mar-2020

Education: Mr. Chopra is a B.Sc. from St.Stephen's College and an MBA from FMS, Delhi.

Experience: He has been with associated with UTI AMC for over two decades.

Interviews:

Funds Managed:

— Ritesh Nambiar since 06-Mar-2020

Education: Mr. Nambiar is an MMS (Finance), CFA and FRM holder.

Experience: Prior to joining UTI AMC in March 2008, he was a Fixed Income Analyst with CRISIL Research (January 2007 - March 2008) and a Fixed Income Trader with Eurex, LIFFE and CBOE Desk )(May 2005 - October 2006).

Funds Managed:

Contact Information

AMC: UTI Asset Management Company Ltd

Address: UTI Tower, 'GN' Block, Bandra-Kurla Complex, Bandra (East), Mumbai - 400051

Phone: 022- 66786666 / 66786354 / 1800-22-1230

Fax: 022-26523031

Email: [email protected]

Website: http://www.utimf.com

Registrar & Transfer Agent: KFin Technologies Pvt Ltd.

Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad - 500016

Phone: 040-44857874

Email: [email protected]

Website: www.karvymfs.com


Basic Details

Fund House: UTI Mutual Fund
Issue Open: 06-Mar-2020
Issue Close: 06-Mar-2020
Category: Debt: Medium Duration
Type: Open-ended
Minimum Investment () 5,000
Plans: Growth, Dividend Monthly, Dividend Quarterly, Dividend Half Yearly, Dividend Yearly, Flexi Dividend
Exit Load (%):
Riskometer: Moderate
Benchmark: CRISIL Medium Term Debt