UTI Medium Term Fund ( Segregated - 17022020 ) - Regular Plan - Annual IDCW
Expense Ratio: -
Risk: -
Debt Scheme - Medium Duration Fund
Plan: Regular
Benchmark: -
Inception: 17-02-2020
Exit Load: Nil
Fund Size:-
Performance
1Y
FundN/A
Cat. Avg.4.21%
2Y
FundN/A
Cat. Avg.6.20%
3Y
FundN/A
Cat. Avg.7.05%
5Y
FundN/A
Cat. Avg.6.18%
10Y
FundN/A
Cat. Avg.6.07%
SI
Fund0.00%
Cat. Avg.6.81%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| SI | 27 Jan, 22 | 1 L. | 1 L. | 0.0% | N/A |
SIP Calculator
Visualize how small monthly investments grow over time.
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Years
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%
Beat inflation and compound wealth faster with an annual step-up.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.