UTI Medium Term Fund Segregated 06032020 Direct Growth

UTI Medium Term Fund Segregated 06032020 Direct Growth is a debt fund. This fund was started on 10 August, 2022. The fund is managed by Ritesh Nambiar. This fund is suitable to keep your money safe.

1. UTI Medium Term Fund Segregated 06032020 Direct Growth has ₹1 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
2. The fund has an expense ratio 0.
   

UTI Medium Term Fund Segregated 06032020 Direct Growth has given a CAGR return of 0.00% since inception.

UTI Medium Term Fund Segregated 06032020 Direct Growth has allocated its funds majorly in Cash Equivalent. Its top holdings are

As it is a other bond mutual fund the taxation is as follows:
If the fund is debt oriented i.e. asset allocation of more than 65% in debt instruments:
For short term (less than 3 years) capital gains will be taxed at your income slab rate.
For long term (more than 3 years) capital gains will be taxed at 20% with indexation benefit.
Dividends will always be taxed at slab rate.

The investment objective of the scheme is 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. However there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.

Minimum investment for lump sum payment is INR 0.00 and for SIP is INR 0.00. UTI Medium Term Fund Segregated 06032020 Direct Growth has no lock in period.