UTI Medium Term Fund Segregated Portfolio 3 - Regular Plan: Overview, Performance, Portfolio | Mutual Fund | Value Research Get the latest information and complete track record of 'UTI Medium Term Fund Segregated Portfolio 3 - Regular Plan' schemes, returns, latest NAV and ratings from independent mutual fund research house.
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UTI Medium Term Fund Segregated Portfolio 3 - Regular Plan

Value Research Analyst’s Choice lock

Riskometer

info

Moderate

Value Research Rating

Unrated

₹10.0000

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

  • Name

    Amandeep Singh Chopra since 07-Jul-2020

  • Education

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

  • Experience

    He has been with UTI AMC since 1994 beginning with Investment Research and then moving into the area of Fund Management. Prior to this, he had an experience of 2 years of working with Aaina Exports Ltd and Stenay Ltd. He serves on the Executive Investment Committee (EIC), Valuation Committee and the Management Committee of UTI AMC Ltd. He is also a member of the Valuation Committee of the Association of Mutual Funds in India (AMFI).

  • Interviews

    30-Apr-2013:'High prices are to stay'

  • Name

    Ritesh Nambiar since 07-Jul-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).

Contact Information

  • AMC

    UTI Asset Management Company Ltd

  • Website

    http://www.utimf.com

  • Phone

    0263 2296993

  • Fax

    (0260) 2421315

  • Address

    1st Floor, Signature, Office No.103 Valsad Dharampur Road Mumbai - 396001

Registrar Agent

  • Registrar & Transfer Agent

    KFin Technologies Ltd.

  • Website

    www.karvymfs.com

  • Email

    [email protected]

  • Phone

    040-44857874

  • Address

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

Basic Details

  • Fund House

    UTI Mutual Fund

  • Issue Open

    07-Jul-2020

  • Issue Close

    07-Jul-2020

  • Type

    Open-ended

  • Category

    Debt: Medium Duration

  • Min. Investment()

    5,000

  • Plans

    Growth, IDCW Monthly, IDCW Quarterly, IDCW Half Yearly, IDCW Yearly, Flexi IDCW

  • Lock-in Period

    NA

  • Exit Load

  • Riskometer

    Moderate

  • Benchmark

    CRISIL Medium Term Debt Index