Income/Debt Oriented Schemes - Medium Term Fund
| Period | Win Ratio (%) | Avg Win over Benchmark (%) | Avg Loss over Benchmark (%) |
|---|---|---|---|
| 30 days | 43% | 30% | 56% |
| 60 days | 39% | 25% | 37% |
| 90 days | 39% | 22% | 31% |
| 180 days | 40% | 14% | 21% |
| 1Yr | 33% | 7% | 14% |
| 3Yr | 6% | 3% | 8% |
| 5Yr | 5% | 2% | 9% |
| 7Yr | 0% | 0% | 8% |
| 10Yr | 0% | 0% | 7% |
| Period | UTI Medium Term Fund - Direct Plan - Growth Option | Nifty 50 |
|---|---|---|
| 30 days | -5.5% | -8.2% | 7.1% | 21.7% | 26.6% | -62.5% | 13.9% | 176.3% |
| 60 days | -4.6% | -7.9% | 7.1% | 17.6% | -23.0% | -47.8% | 16.2% | 120.0% |
| 90 days | -2.7% | -6.7% | 7.1% | 16.6% | -25.0% | -40.2% | 14.7% | 106.1% |
| 1 Year | 3.4% | 0.0% | 7.0% | 11.6% | -10.0% | -13.1% | 11.9% | 57.5% |
| 3 Years | 6.6% | 3.4% | 6.3% | 8.9% | 7.7% | 2.1% | 14.2% | 25.2% |
| 5 Years | 5.7% | 4.6% | 5.5% | 7.3% | 6.4% | 5.3% | 14.6% | 22.4% |
| 7 Years | 5.2% | 5.3% | 5.7% | 6.4% | 11.2% | 11.1% | 13.9% | 16.0% |
| 10 Years | 5.8% | 5.8% | 6.5% | 6.9% | 11.7% | 11.4% | 13.0% | 15.0% |
| Start Date | End Date | Duration | Max Drop (%) | Benchmark & Other Symbols Max Drop | Start Value | Min Value | End Value |
|---|---|---|---|---|---|---|---|
| Feb. 14, 2020 | Jan. 2, 2021 | 323 days | 5% | Nifty 50: 37% | 14648 | 13871 | 14659 |