UTI Medium to Long Term Fund - Direct - Growth
Income/Debt Oriented Schemes by UTI Asset Mgmt. Co. Ltd.
3Y Returns (CAGR)
6.25%
Expense Ratio
1.29%
as of 03/08/2026
AUM
₹77.34 Cr
Qtr End: Jun 26
NAV
₹82.86
as of 13/10/2026
3Y Returns (CAGR)
6.25%
Expense Ratio
1.29%
as of 03/08/2026
AUM
₹77.34 Cr
Qtr End: Jun 26
NAV
₹82.86
as of 13/10/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -0.53% | -2.09% | 1.60% |
| 6M | 1.53% | 3.07% | 1.81% |
| 1Y | 2.26% | 2.26% | 1.99% |
| 3Y | 19.96% | 6.25% | 1.96% |
| 5Y | 38.58% | 6.74% | 4.25% |
Scheme Details
- Launch Date
- 04/05/1998
- Fund Age
- 28.4 years
- Minimum Investment
- ₹5,000
- Fund House
- UTI Mutual Fund
- Category
- Income/Debt Oriented Schemes
- Sub-category
- Medium to Long Term Fund (Income/Debt Oriented Schemes)
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