mutualsaathi
UTI Mutual Fund

UTI - Medium Term Fund (Segregated - 06032020) - Regular Plan - Monthly Dividend Option

UTI Mutual Fund

Expense Ratio: -
Risk: -
Debt Scheme - Medium Duration Fund
Plan: Regular
Benchmark: -
Inception: 06-03-2020
Exit Load: Nil

Performance

1Y
FundN/A
Cat. Avg.5.54%
2Y
FundN/A
Cat. Avg.7.54%
3Y
FundN/A
Cat. Avg.7.32%
5Y
FundN/A
Cat. Avg.6.64%
10Y
FundN/A
Cat. Avg.6.46%
SI
FundN/A
Cat. Avg.6.96%

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.

No available Data

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SIP Planner

Visualize how small monthly investments grow over time.

₹
Years
%
%

Beat inflation and compound wealth faster with an annual step-up.

%
₹
%
Future Value

₹23.80L

With SIP Amount ₹5,000
Total Invested
₹9.00L
Total Gained
₹14.80L
SIP 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.

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