InvestVerdict
UTI - Medium Term Fund (Segregated - 17022020)
· · Medium Duration · Scheme code 148135
Fund houseUTI Mutual Fund
CategoryMedium Duration
Plan & optionRegular ·
History1.9 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 297.23 | 303.95 | 315.07 | 339.26 | — | — | — | — | 93.72 |
| Medium Duration category median |
— | — | — | 6.34 | 6.84 | 6.16 | — | 7.05 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 211.6% | 0.41 | — | — | — | -24.2% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 46 | -17.0% | -16.2% | 339.3% | 98% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.