UTI Medium Duration Fund - Direct - Growth
Debt Scheme by UTI Asset Mgmt. Co. Ltd.
3Y Returns (CAGR)
7.09%
Expense Ratio
0.84%
as of 01/07/2026
AUM
₹14.69 Cr
Qtr End: Mar 26
NAV
₹20.688
as of 17/07/2026
3Y Returns (CAGR)
7.09%
Expense Ratio
0.84%
as of 01/07/2026
AUM
₹14.69 Cr
Qtr End: Mar 26
NAV
₹20.688
as of 17/07/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 1.93% | 7.94% | 1.50% |
| 6M | 3.10% | 6.29% | 1.63% |
| 1Y | 4.81% | 4.81% | 1.42% |
| 3Y | 22.81% | 7.09% | 1.17% |
| 5Y | 38.37% | 6.71% | 1.61% |
Scheme Details
- Launch Date
- 25/03/2015
- Fund Age
- 11.3 years
- Minimum Investment
- ₹5,000
- Fund House
- UTI Mutual Fund
- Category
- Debt Scheme
- Sub-category
- Medium Duration Fund (Debt Scheme)
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