UTI Medium Term Fund (Segregated - 17022020) - Plan - Annual Payout Inc Dist cumCapWdrl
Empty
1–3 yearsInvestment Horizon
HNI,MATarget Segments
Empty
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation24.8%
Sharpe Ratio-0.70
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Top Stock Holdings
CompanySectorAllocation
Vodafone Idea LimitedUtilities90.02%
Net Current AssetsUtilities9.98%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Regulatory & Tax Information
INF789F1AOO9
ISINDailyDealing Frequency
Capital Gain Tax | Taxed as per Income Tax Slab
Tax Implications (India)