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UTI Medium to Long Duration Fund - Growth Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

UTI Medium to Long Duration Fund - Growth Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹300 Cr

Lock In Period

N/A

Expense Ratio

1.67

Exit Load

Nil

Benchmark

Crisil Composite Bond Fund Index

Summary

UTI Medium to Long Duration Fund - Growth Growth NAV is ₹74.3616 as of 21 May, 2026. UTI Medium to Long Duration Fund - Growth Growth has delivered 16.97% returns since its launch. The minimum SIP investment amount in UTI Medium to Long Duration Fund - Growth Growth is ₹500. The AUM of UTI Medium to Long Duration Fund - Growth Growth is ₹300 Cr. The expense ratio of the fund is 1.67%, and its benchmark is Crisil Composite Bond Fund Index. The current exit load of the fund is Nil. In the last 1M months, UTI Medium to Long Duration Fund - Growth Growth has delivered -0.46% returns.

UTI Medium to Long Duration Fund - Growth Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.46-0.99296.85
6M-0.061.21314.88
1Y0.544.43338.55
3Y5.3614.0424.89

Portfolio Analysis

  • Equity:
  • Debt: 99.67%
  • Others
As on: 2026-04-30
View allocation % by

1. HDFC BANK LTD - 15/02/20277.89%
2. 07.80% XIRR PTC- SIDDHIVINAYAK SECURITISATION TRUST-28/09/20306.56%
3. ADITYA BIRLA RENEWABLES LTD5.02%
4. 7.24% MAT- 18/08/20554.81%
5. 08.20% PTC- INDIA UNIVERSAL TRUST AL1-SERIES A34.46%
6. 7.99% RAJASTHAN SGS - 30/03/20413.37%
7. 7.57% TAMIL NADU SGS Mat - 18/03/20383.29%
8. 07.72% WESTBENGAL SGS Mat - 25/02/20413.29%
9. NET CURRENT ASSETS2.69%
10. MANKIND PHARMA LTD1.68%
11. 07.78% RAJASTHAN SDL 29/03/20331.68%
12. 6.68% MAT- 07/07/20401.57%
13. CLEARING CORPORATION OF INDIA LTD. STD - MARGIN0.24%

1. 7.08% A P SGL MAT - 26/03/20377.90%
2. 7.74% WEST BENGAL SGS Mat - 18/02/20446.39%
3. PIRAMAL FINANCE LIMITED5.04%
4. 07.65% RAJASTHAN SGS Mat - 07/01/20404.92%
5. 7.73% WEST BENGAL SGS Mat - 04/02/20433.29%
6. 7.74% MH SDL MAT - 01/03/20331.68%
7. 7.72% MADHYA PRADESH SGS Mat - 18/02/20451.05%

1. LIC HOUSING FINANCE LTD.8.34%

1. MUTHOOT FINANCE LTD5.60%
2. POONAWALLA FINCORP LTD.2.32%

1. TORRENT PHARMACEUTICALS LTD.4.94%

1. BHARTI TELECOM LTD.1.65%

About Fund UTI Medium to Long Duration Fund - Growth Growth

UTI Medium to Long Duration Fund - Growth Growth managed by UTI Mutual Fund,is a Med to Long Termscheme with Assets Under Management of ₹300 Crore. The fund benchmarks its performance against the Crisil Composite Bond Fund Index while maintaining an expense ratio of 1.67. 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.

Fund Managers

Amit Sharma

Mr. Amit Sharma is a B.Com, CA, FRM. He has been associated with the Dept. of Fund Management of UTI for the past 5 years.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Aditya Birla Sun Life Income Fund - Growth51761.48 CR1.09
Nippon India Medium to Long Duration Fund Growth3364.4 CR1.61
UTI Medium to Long Duration Fund - Growth Growth2299.7 CR1.67
ICICI Prudential Bond Fund Growth52700.19 CR0.95
ICICI Prudential Bond Fund - Institutional Plan Growth04084.99 CR1.09
Fund Name1Y3Y
This FundAditya Birla Sun Life Income Fund - Growth-0.370716.3665
This FundNippon India Medium to Long Duration Fund Growth0.015216.4173
This FundUTI Medium to Long Duration Fund - Growth Growth0.543516.9709
This FundICICI Prudential Bond Fund Growth1.341219.9866
This FundICICI Prudential Bond Fund - Institutional Plan Growth11.5524.4274

UTI Medium to Long Duration Fund - Growth Growth 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 1.67. 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 : -0.46%
  • 6 Months : -0.06%
  • 1 Year : 0.54%
  • 3 Years : 5.36%
Returns of UTI Medium to Long Duration Fund - Growth Growth are updated daily based on NAV of ₹ 74.3616 as on May 19,2026. Since inception, the return has been 16.97%.

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 ₹300 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.