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UTI Medium Duration Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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BankFD:

Showing Funds Performance since Sep 07, 2020

UTI Medium Duration Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹37 Cr

Lock In Period

N/A

Expense Ratio

1.49

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.

Benchmark

NIFTY Medium Duration Debt Index A-III

UTI Medium Duration Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.310.27298.31
6M2.792.43316.78
1Y4.395.04340.09
3Y6.4812.7739.54

Portfolio Analysis

  • Equity:
  • Debt: 99.55%
  • Others
As on: 2026-07-15
View allocation % by

About Fund UTI Medium Duration Fund Growth

UTI Medium Duration Fund Growth managed by UTI Mutual Fund,is a Medium Duration Fundsscheme with Assets Under Management of ₹37 Crore. The fund benchmarks its performance against the NIFTY Medium Duration Debt Index A-III while maintaining an expense ratio of 1.49. Under the expert guidance of Anurag Mittal ,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

Anurag Mittal

Mr. Anurag is a Chartered Accountant & MSc (Finance) from London School of Economics, UK. Previous experience includes 3 years with ICICI Prudential Life Insurance & Bank of America as an analyst.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Edelweiss Bharat Bond ETF - April 2023 Growth06,627 CR
Tata Medium Term Fund - Growth075 CR1.39
UTI Medium Duration Fund Growth036 CR1.49
Aditya Birla Sun Life Medium Term Plan Growth53,252 CR1.55
Aditya Birla Sun Life Medium Term Plan - Institutional Plan Growth01,626 CR1.68
Fund Name1Y3Y
This FundEdelweiss Bharat Bond ETF - April 2023 Growth5.498520.3733
This FundTata Medium Term Fund - Growth1.639220.5837
This FundUTI Medium Duration Fund Growth4.392520.7176
This FundAditya Birla Sun Life Medium Term Plan Growth8.417632.8244
This FundAditya Birla Sun Life Medium Term Plan - Institutional Plan Growth10.566337.0187

UTI Medium Duration Fund Growth 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 1.49. 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 : 0.31%
  • 6 Months : 2.79%
  • 1 Year : 4.39%
  • 3 Years : 6.48%
Returns of UTI Medium Duration Fund Growth are updated daily based on NAV of ₹ 19.2 as on Jul 31,2026. Since inception, the return has been 20.72%.

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 ₹37 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.