UTI Medium Duration Fund - Regular Plan - Half-Yearly IDCW

UTI Medium Duration Fund - Regular Plan - Half-Yearly IDCW is a scheme launched by UTI Mutual Fund on March 31, 2015, and falls under the Medium Duration fund category. It currently manages an AUM of Rs 40.4 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 20000. It charges an expense ratio of 1.49% for managing the portfolio.

• Investing Strategy:

  The investment objective of the scheme is to generate steady and reasonable income, with low risk and high level of liquidity from a portfolio of money market securities and high quality debt.

• Performance:

  UTI Medium Duration Fund - Regular Plan - Half-Yearly IDCW trailing returns over different times are 7.17% (1 year), 5.74% (3 year) and 4.09% (5 year). The average annual return of this fund stands at 4.99%.