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This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹37 Cr

Lock In Period

N/A

Expense Ratio

1.44

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 ₹18.8121 NAV as of Apr 28,2026 and returns since inception of 20.02%. Minimum investments start at SIP ₹500. The UTI Medium Duration Fund Growth AUM is ₹37 Cr, with a lock-in of N/A years, expense ratio of 1.44%, 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 0.61% returns, against a category average of 2.18% and a category best of 298.31%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.612.18298.31
6M1.451.92316.78
1Y3.725.93340.09
3Y6.2715.6839.54

Portfolio Analysis

  • Equity:
  • Debt: 100.01%
  • Others
As on: 2026-04-15
View allocation % by

1. 07.18% MAT -14/08/203318.01%
2. NET CURRENT ASSETS11.90%
3. 7.26% 22/08/203211.12%
4. 7.79% UTTARPRADESH SDL 29/03/20338.42%
5. 7.10% - MAT - 08/04/20346.88%
6. ERIS LIFESCIENCES LTD5.48%
7. ADITYA BIRLA REAL ESTATE LTD5.44%
8. 07.73% XIRR PTC- SHIVSHAKTI SECURITISATION TRUST-28/09/20295.37%
9. ADITYA BIRLA RENEWABLES LTD2.74%
10. AVANSE FINANCIAL SERVICES LIMITED1.36%
11. CORPORATE DEBT MARKET DEVT FUND - A2 UNITS0.45%
12. CLEARING CORPORATION OF INDIA LTD. STD - MARGIN0.08%

1. 360 ONE PRIME LTD4.11%
2. ADITYA BIRLA CAPITAL LTD2.73%
3. PIRAMAL FINANCE LIMITED2.44%

1. BAJAJ FINANCE LTD.8.05%

1. ADANI POWER LTD.5.43%

About Fund

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 1.44. 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.

Fund Managers

Abhishek Sonthalia

Mr. Abhishek Sonthalia has done B. Com, Management Programme from NITIE and CFA Charter holder. Prior to joining Tata Mutual Fund, he has worked with CRISIL Ltd. and TCS.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundICICI Prudential Retirement Fund - Pure Debt Growth082.42 CR2.16
This FundUTI Medium Duration Fund Growth036.75 CR1.44
This FundAditya Birla Sun Life Medium Term Plan Growth53095.49 CR1.56
This FundAditya Birla Sun Life Medium Term Plan - Institutional Plan Growth01626.19 CR1.68
Fund Name1Y3Y
This FundICICI Prudential Retirement Fund - Pure Debt Growth2.849618.6135
This FundUTI Medium Duration Fund Growth3.721520.021
This FundAditya Birla Sun Life Medium Term Plan Growth8.334431.753
This FundAditya Birla Sun Life Medium Term Plan - Institutional Plan Growth10.566337.0187

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 1.44. 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 : 0.61%
  • 6 Months : 1.45%
  • 1 Year : 3.72%
  • 3 Years : 6.27%
Returns of UTI Medium Duration Fund Growth are updated daily based on NAV of ₹ 18.8121 as on Apr 28,2026. Since inception, the return has been 20.02%.

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.
Min Inv Amount: ₹500