UTI - Medium Term Fund (Segregated - 07072020) - Regular Plan - Half Yearly Dividend Option
Expense Ratio: -
Risk: -
Debt Scheme - Medium Duration Fund
Plan: Regular
Benchmark: -
Inception: 07-07-2020
Exit Load: Nil
Performance
1Y
FundN/A
Cat. Avg.4.59%
2Y
FundN/A
Cat. Avg.6.44%
3Y
FundN/A
Cat. Avg.7.22%
5Y
FundN/A
Cat. Avg.6.25%
10Y
FundN/A
Cat. Avg.6.09%
SI
FundN/A
Cat. Avg.6.84%
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 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.