UTI Medium Term Fund - Direct - Growth
Income/Debt Oriented Schemes by UTI Asset Mgmt. Co. Ltd.
3Y Returns (CAGR)
6.57%
Expense Ratio
0.84%
as of 03/08/2026
AUM
₹14.76 Cr
Qtr End: Jun 26
NAV
₹20.6
as of 14/10/2026
3Y Returns (CAGR)
6.57%
Expense Ratio
0.84%
as of 03/08/2026
AUM
₹14.76 Cr
Qtr End: Jun 26
NAV
₹20.6
as of 14/10/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -0.43% | -1.70% | 1.32% |
| 6M | 1.59% | 3.21% | 1.45% |
| 1Y | 3.37% | 3.37% | 1.44% |
| 3Y | 21.02% | 6.57% | 1.20% |
| 5Y | 31.89% | 5.69% | 1.30% |
Scheme Details
- Launch Date
- 25/03/2015
- Fund Age
- 11.5 years
- Minimum Investment
- ₹5,000
- Fund House
- UTI Mutual Fund
- Category
- Income/Debt Oriented Schemes
- Sub-category
- Medium Term Fund (Income/Debt Oriented Schemes)
Similar Funds
Top funds in the same category and sub-category.
Aditya Birla Sun Life Medium Term Fund - Direct - Growth
3Y CAGR10.39%
TER0.83%
AUM₹1,471.22 Cr
Nippon India Medium Term Fund (Existing Number of Segregated Portfolios - 1) - Direct - Growth
3Y CAGR8.26%
TER0.50%
AUM₹69.61 Cr
Kotak Medium Term Fund - Direct - Growth
3Y CAGR8.64%
TER0.67%
AUM₹660.74 Cr
ICICI Prudential Medium Term Fund - Direct - Growth
3Y CAGR8.18%
TER0.73%
AUM₹2,123.65 Cr
Axis Medium Term Fund - Direct - Growth
3Y CAGR8.14%
TER0.71%
AUM₹1,131.13 Cr
HDFC Medium Term Fund - Direct - Growth
3Y CAGR7.74%
TER0.67%
AUM₹1,670.9 Cr
SBI MEDIUM TERM FUND - Direct - Growth
3Y CAGR7.48%
TER0.72%
AUM₹3,175.63 Cr