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UTI Medium Term Fund Segregated Portfolio 3 - 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 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).


Funds Managed:

— 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).

Funds Managed:

Contact Information

AMC: UTI Asset Management Company Ltd

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

Phone: 0263 2296993

Fax: (0260) 2421315

Website: http://www.utimf.com

Registrar & Transfer Agent: KFin Technologies 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: 07-Jul-2020
Issue Close: 07-Jul-2020
Category: Debt: Medium Duration
Type: Open-ended
Min. Investment () 5,000
Plans: Growth, IDCW Monthly, IDCW Quarterly, IDCW Half Yearly, IDCW Yearly, Flexi IDCW
Lock-in Period Not Applicable
Exit Load (%):
Riskometer: Moderate
Benchmark: CRISIL Medium Term Debt Index