Fermor/Mutual Funds/UTI - Medium Term Fund (Segregated - 17022020) - Direct Plan - Growth Option
UM
UTI - Medium Term Fund (Segregated - 17022020) - Direct Plan - Growth Option
Debt Scheme - Medium Duration FundDirect Plan, Growth optionLow to Moderate Risk
₹0.37NAV as of 27 Jan 2022Data refreshed 16 hours ago
+317.20%over 5Y
Plotted from the real NAV points Fermor has on record for this scheme, not an interpolated daily series.
NAV date
27 Jan 2022
Plan / option
Direct Plan, Growth option
Risk (category)
Low to Moderate
Investment growth calculator
See what a monthly SIP could grow to using this fund's own trailing returns, or check what a real historical lumpsum investment would be worth today.
Monthly investment
₹5,000
Total invested₹6,00,000
Would grow to₹9,82,20,36,69,45,13,474
Est. gains₹9,82,20,36,69,39,13,474 (1637006115652.2%)
Projected using UTI - Medium Term Fund (Segregated - 17022020) - Direct Plan - Growth Option's own trailing 5 years annualised return (+1343.13%). Actual future returns will vary.
UTI - Medium Term Fund (Segregated - 17022020) - Direct Plan - Growth Option has returned +0% over the 1 year to 27 Jan 2022, based on AMFI's historical NAV data.
Returns and Rankings
Fund returns versus category average and rank
Name
1Y
3Y
5Y
Fund returns
+0.00%
+0.00%
+1343.13%
Category average (Debt Scheme - Medium Duration Fund)
+4.73%
+6.15%
+185.85%
Rank (Debt Scheme - Medium Duration Fund)
14 of 17
14 of 17
2 of 15
Rank and category average are computed live from every AMFI-registered Direct Plan, Growth option scheme sharing this fund's category, not sourced from a third party.
Category Position: Where This Fund Sits Among Its Peers
1 yearRank 14 of 17 · top 83%
Best in categoryLowest
3 yearsRank 14 of 17 · top 83%
Best in categoryLowest
5 yearsRank 2 of 15 · top 14%
Best in categoryLowest
Exit Load, Stamp Duty and Tax
Every purchase carries a flat 0.005% stamp duty. Exit load, charged only within a certain holding period, is set by the AMC per scheme and disclosed in its SID: check there before redeeming if timing matters.
This scheme is taxed as a debt-oriented fund under current rules. For units bought on or after 1 April 2023, the Finance Act 2023 removed both indexation benefit and long-term capital gains treatment: every gain, regardless of how long the units are held, is added to the investor's income and taxed at their applicable income tax slab rate.
Compare Similar Funds
Select up to three peers from the same category to compare side by side with this fund.
Peers are AMFI-registered schemes in the same category from different AMCs; NAV and 1-year return are computed from the same daily AMFI feed as this page. Risk shown for peers reflects the shared category, not an individually disclosed riskometer reading. AAUM is only sourced for this page's own scheme today.
What Is NAV?
NAV is the per-unit price of UTI - Medium Term Fund (Segregated - 17022020) - Direct Plan - Growth Option, published daily under SEBI and AMFI rules. See how mutual fund NAV is calculated for the full mechanics.
Debt fund categories invest in bonds and fixed-income instruments rather than equities, with returns driven mainly by interest accrual and interest rate movements rather than market growth.
How to Invest in UTI - Medium Term Fund (Segregated - 17022020) - Direct Plan - Growth Option
Investing follows the same five-step process for any AMFI-registered scheme: complete KYC once, choose Direct or Regular, decide lumpsum or SIP using the calculator above, choose Growth or IDCW, then submit through the AMC, a registered platform, or an RTA. See the full step-by-step guide to investing in mutual funds for detail on each step, including the Direct vs Regular and Growth vs IDCW tradeoffs.
Minimum investment amounts (commonly Rs 100-500 for SIPs and Rs 1,000-5,000 for a lumpsum) are set by each AMC and disclosed in the SID; confirm the exact figure for this scheme before investing.
Use the SIP Calculator to project returns from a monthly investment in this category, the Lumpsum Calculator for a one-time investment, the CAGR Calculator to work out the annualised return you have actually earned, and the XIRR Calculator for a series of SIP instalments made on different dates.
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What is the NAV of UTI - Medium Term Fund (Segregated - 17022020) - Direct Plan - Growth Option?
The NAV of UTI - Medium Term Fund (Segregated - 17022020) - Direct Plan - Growth Option is Rs 0.3663 per unit as of 27 Jan 2022, per AMFI's daily NAV data.
What has been the return of UTI - Medium Term Fund (Segregated - 17022020) - Direct Plan - Growth Option?
UTI - Medium Term Fund (Segregated - 17022020) - Direct Plan - Growth Option returned +0% over the 1 year to 27 Jan 2022. Periods of 1 year or longer are annualised; shorter periods are point-to-point.
How does UTI - Medium Term Fund (Segregated - 17022020) - Direct Plan - Growth Option rank against similar funds?
Over 3 years, UTI - Medium Term Fund (Segregated - 17022020) - Direct Plan - Growth Option ranks 14 of 17 Direct Plan, Growth option schemes in the "Debt Scheme - Medium Duration Fund" category, computed live from real AMFI NAV data across every fund in the category.
What does the category "Debt Scheme - Medium Duration Fund" mean?
Debt fund categories invest in bonds and fixed-income instruments rather than equities, with returns driven mainly by interest accrual and interest rate movements rather than market growth.
How risky is UTI - Medium Term Fund (Segregated - 17022020) - Direct Plan - Growth Option?
Funds in the "Debt Scheme - Medium Duration Fund" category are typically placed at Low to Moderate risk on SEBI's mandatory product riskometer. Shorter-duration, higher-credit-quality debt categories like this one are typically placed Low to Moderate, though the exact figure depends on the portfolio's actual credit mix.
How are gains from UTI - Medium Term Fund (Segregated - 17022020) - Direct Plan - Growth Option taxed?
This scheme is taxed as a debt-oriented fund under current rules. For units bought on or after 1 April 2023, the Finance Act 2023 removed both indexation benefit and long-term capital gains treatment: every gain, regardless of how long the units are held, is added to the investor's income and taxed at their applicable income tax slab rate.
What are similar funds to UTI - Medium Term Fund (Segregated - 17022020) - Direct Plan - Growth Option?
Other AMCs run schemes in the same "Debt Scheme - Medium Duration Fund" category, including Aditya Birla Sun Life Medium Term Plan - Growth - Direct Plan, Axis Strategic Bond Fund - Direct Plan - Growth Option, Bandhan Medium Duration Fund - Direct Plan - Growth. Compare their NAV and 1-year returns in the "Compare Similar Funds" section on this page.
Disclaimer: NAV and historical return data is sourced from AMFI and refreshed daily. Risk profile and tax treatment described on this page are general, category-level information, not this specific scheme's officially disclosed riskometer level or individualised tax advice. Category average and rank are computed live from real AMFI NAV data across the category and may include or exclude schemes depending on what history Fermor has recorded for each one. Mutual fund investments are subject to market risk. Past performance does not indicate future returns. This page is for informational purposes only and does not constitute investment advice. Consult a SEBI-registered investment adviser or a chartered accountant before making investment or tax decisions.
UTI - Medium Term Fund (Segregated - 17022020) - Direct Plan - Growth Option
