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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹306 Cr

Lock In Period

N/A

Expense Ratio

1.62

Benchmark

Crisil Composite Bond Fund Index

Exit Load

Nil

Summary

Latest details for UTI Medium to Long Duration Fund - Growth Growth include a ₹74.6275 NAV as of Mar 13,2026 and returns since inception of 21.54%. Minimum investments start at SIP ₹500. The UTI Medium to Long Duration Fund - Growth Growth AUM is ₹306 Cr, with a lock-in of N/A years, expense ratio of 1.62%, and benchmark Crisil Composite Bond Fund Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.51% returns, against a category average of -1.17% and a category best of 296.85%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.51-1.17296.85
6M1.581.67314.88
1Y4.836.67338.55
3Y6.7216.6126.84

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2026-02-15
View allocation % by

1. 6.68% MAT- 07/07/204015.73%
2. 7.24% MAT- 18/08/20557.97%
3. 07.80% XIRR PTC- SIDDHIVINAYAK SECURITISATION TRUST-28/09/20306.53%
4. UNION BANK OF INDIA - 27/02/20266.52%
5. NET CURRENT ASSETS6.20%
6. ADITYA BIRLA RENEWABLES LTD4.94%
7. 08.20% PTC- INDIA UNIVERSAL TRUST AL1-SERIES A34.48%
8. 7.82% MADHYAPRADESH SGS Mat - 11/02/20423.29%
9. 7.73% WEST BENGAL SGS Mat - 04/02/20433.27%
10. 07.78% RAJASTHAN SDL 29/03/20331.67%
11. MANKIND PHARMA LTD1.65%
12. CORPORATE DEBT MARKET DEVT FUND - A2 UNITS0.31%
13. CLEARING CORPORATION OF INDIA LTD. STD - MARGIN0.02%

1. 7.08% A P SGL MAT - 26/03/20377.86%
2. PIRAMAL FINANCE LIMITED4.93%
3. 7.74% MH SDL MAT - 01/03/20331.68%

1. LIC HOUSING FINANCE LTD.8.25%

1. MUTHOOT FINANCE LTD5.88%
2. POONAWALLA FINCORP LTD.2.29%

1. TORRENT PHARMACEUTICALS LTD.4.90%

1. BHARTI TELECOM LTD.1.63%

About Fund

UTI Medium to Long Duration Fund - Growth Growth managed by UTI Mutual Fund,is a Med to Long Termscheme with Assets Under Management of ₹306 Crore. The fund benchmarks its performance against the Crisil Composite Bond Fund Index while maintaining an expense ratio of 1.62. Under the expert guidance of Amit Sharma ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundNippon India Medium to Long Duration Fund Growth3387.31 CR1.53
This FundKotak Bond Fund - Growth41907.51 CR1.65
This FundUTI Medium to Long Duration Fund - Growth Growth2306.35 CR1.62
This FundICICI Prudential Bond Fund - Institutional Plan Growth54084.99 CR1.09
This FundICICI Prudential Bond Fund Growth42912.4 CR1.03
Fund Name1Y3Y
This FundNippon India Medium to Long Duration Fund Growth4.326521.2221
This FundKotak Bond Fund - Growth4.505121.3425
This FundUTI Medium to Long Duration Fund - Growth Growth4.830921.5427
This FundICICI Prudential Bond Fund - Institutional Plan Growth11.5524.4274
This FundICICI Prudential Bond Fund Growth5.812324.4349

FAQs

UTI Medium to Long Duration Fund - Growth Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of UTI Medium to Long Duration Fund - Growth Growth is 1.62. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI Medium to Long Duration Fund - Growth Growth’s fund performance is as follows:
  • 1 Month : 0.51%
  • 6 Months : 1.58%
  • 1 Year : 4.83%
  • 3 Years : 6.72%
Returns of UTI Medium to Long Duration Fund - Growth Growth are updated daily based on NAV of ₹ 74.6275 as on Mar 13,2026. Since inception, the return has been 21.54%.

You can invest in UTI Medium to Long Duration Fund - Growth Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of UTI Medium to Long Duration Fund - Growth Growth is ₹306 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in UTI Medium to Long Duration Fund - Growth Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500