UTI Medium Duration Fund - Direct - Growth
A Debt Scheme by UTI Asset Mgmt. Co. Ltd.
3Y Returns (CAGR)
7.43%
Expense Ratio
0.81%
as of 02/02/2026
AUM
₹14.08 Cr
Qtr End: Dec 25
NAV
₹20.265
as of 02/03/2026
3Y Returns (CAGR)
7.43%
Expense Ratio
0.81%
as of 02/02/2026
AUM
₹14.08 Cr
Qtr End: Dec 25
NAV
₹20.265
as of 02/03/2026
Historical Performance
Investment growth and SIP performance over time.
Lump Sum mode selected.
₹
Total Invested₹10.0k
Current Value₹12.5k
Abs. Returns24.6%
CAGR7.6%
Growth of ₹10.0k
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Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 1.12% | 4.57% | 1.19% |
| 6M | 2.82% | 5.71% | 1.03% |
| 1Y | 6.78% | 6.78% | 1.23% |
| 3Y | 23.98% | 7.43% | 1.04% |
| 5Y | 38.65% | 6.75% | 1.55% |
Scheme Details
- Launch Date
- 25/03/2015
- Fund Age
- 10.9 years
- Minimum Investment
- ₹5,000
- Fund House
- UTI Mutual Fund
- Category
- Debt Scheme
- Sub-category
- Medium Duration Fund (Debt Scheme)
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Top funds in the same category and sub-category.
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|---|---|---|---|
| Aditya Birla Sun Life Medium Term Plan - Direct - Growth | 10.70% | 0.81% | ₹1,247.91 |
| Nippon India Medium Duration Fund (Existing Number of Segregated Portfolios - 1) - Direct - Growth | 8.99% | 0.50% | ₹61 |
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| Axis Strategic Bond Fund - Direct - Growth | 8.63% | 0.71% | ₹962.72 |
| HSBC Medium Duration Fund - Direct - Growth | 8.20% | 0.40% | ₹240.73 |
| DSP Bond Fund - Direct - Growth | 7.73% | 0.40% | ₹88.63 |