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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹500
AUM (Fund size)
₹39 Cr
Lock In Period
N/A
Expense Ratio
1.46
Benchmark
NIFTY Medium Duration Debt Index A-III
Exit Load
Redemption within 1 year from the date of allotment -(i) upto 10% of the allotted units - Nil(ii) Beyond 10% of the allotted units - 1.00%Redemption after 1 year from the date of allotment: - Nil.
Summary
Latest details for UTI Medium Duration Fund Growth include a ₹18.8135 NAV as of Mar 02,2026 and returns since inception of 22.31%. Minimum investments start at SIP ₹500. The UTI Medium Duration Fund Growth AUM is ₹39 Cr, with a lock-in of N/A years, expense ratio of 1.46%, and benchmark NIFTY Medium Duration Debt Index A-III. Exit load is - Redemption within 1 year from the date of allotment -(i) upto 10% of the allotted units - Nil(ii) Beyond 10% of the allotted units - 1.00%Redemption after 1 year from the date of allotment: - Nil.. In the growth review for 1M Month/Year, the fund recorded 0.81% returns, against a category average of -0.21% and a category best of 298.31%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.81 | -0.21 | 298.31 |
| 6M | 2.69 | 2.01 | 316.78 |
| 1Y | 6.23 | 6.55 | 340.09 |
| 3Y | 6.94 | 14.48 | 39.54 |
Portfolio Analysis
- Equity:
- Debt: 100.00%
- Others
As on: 2026-02-15
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About Fund
UTI Medium Duration Fund Growth managed by UTI Mutual Fund,is a Medium Duration Fundsscheme with Assets Under Management of ₹39 Crore. The fund benchmarks its performance against the NIFTY Medium Duration Debt Index A-III while maintaining an expense ratio of 1.46. Under the expert guidance of Abhishek Sonthalia ,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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundTata Medium Term Fund - Growth | 0 | 75.62 CR | 1.39 |
| This FundICICI Prudential Medium Term Bond Fund - Plan B Growth | 3 | 6049.43 CR | 1.81 |
| This FundUTI Medium Duration Fund Growth | 0 | 38.64 CR | 1.46 |
| This FundAditya Birla Sun Life Medium Term Plan Growth | 5 | 3027.15 CR | 1.56 |
| This FundAditya Birla Sun Life Medium Term Plan - Institutional Plan Growth | 5 | 1626.19 CR | 1.68 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundTata Medium Term Fund - Growth | 1.6392 | 20.5837 |
| This FundICICI Prudential Medium Term Bond Fund - Plan B Growth | 9.2123 | 21.9591 |
| This FundUTI Medium Duration Fund Growth | 6.2309 | 22.3109 |
| This FundAditya Birla Sun Life Medium Term Plan Growth | 10.3926 | 33.4126 |
| This FundAditya Birla Sun Life Medium Term Plan - Institutional Plan Growth | 10.5663 | 37.0187 |
FAQs
UTI Medium Duration Fund 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 Duration Fund Growth is 1.46. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
UTI Medium Duration Fund Growth’s fund performance is as follows:
- 1 Month : 0.81%
- 6 Months : 2.69%
- 1 Year : 6.23%
- 3 Years : 6.94%
You can invest in UTI Medium Duration Fund 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 Duration Fund Growth is ₹39 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in UTI Medium Duration Fund 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