UTI Medium Term Fund Growth Return

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

Showing Funds Performance since Sep 07, 2020

UTI Medium Term Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹36 Cr

Lock In Period

N/A

Expense Ratio

1.52

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 Term Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.43-0.58297.89
6M2.053.86316.34
1Y4.174.25339.71
3Y6.1714.2337.02

Portfolio Analysis

  • Equity:
  • Debt: 99.54%
  • Others
As on: 2026-08-31
View allocation % by

1. NET CURRENT ASSETS19.28%
2. 07.18% MAT -14/08/203318.27%
3. 7.26% 22/08/203211.29%
4. 7.79% UTTARPRADESH SDL 29/03/20338.53%
5. 7.10% - MAT - 08/04/20346.97%
6. ERIS LIFESCIENCES LTD5.52%
7. 07.73% XIRR PTC- SHIVSHAKTI SECURITISATION TRUST-28/09/20295.35%
8. ADITYA BIRLA RENEWABLES LTD2.76%
9. AVANSE FINANCIAL SERVICES LIMITED1.38%

1. BAJAJ FINANCE LTD.8.06%

1. 360 ONE PRIME LTD4.14%
2. PIRAMAL FINANCE LIMITED2.52%

1. ADANI POWER LTD.5.47%
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About Fund UTI Medium Term Fund Growth

UTI Medium Term Fund Growth managed by UTI Mutual Fund,is a Medium Duration Fundsscheme with Assets Under Management of ₹36 Crore. The fund benchmarks its performance against the NIFTY Medium Duration Debt Index A-III while maintaining an expense ratio of 1.52. 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
ICICI Prudential Retirement Fund - Pure Debt Growth080 CR2.14
UTI Medium Term Fund Growth036 CR1.52
Aditya Birla Sun Life Medium Term Fund Growth53,318 CR1.55
Aditya Birla Sun Life Medium Term Fund - Institutional Plan Growth01,626 CR1.68
Fund Name1Y3Y
This FundICICI Prudential Retirement Fund - Pure Debt Growth3.412917.7277
This FundUTI Medium Term Fund Growth4.173819.6868
This FundAditya Birla Sun Life Medium Term Fund Growth8.143132.0409
This FundAditya Birla Sun Life Medium Term Fund - Institutional Plan Growth10.566337.0187

UTI Medium Term Fund Growth FAQs

UTI Medium Term 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 Term Fund Growth is 1.52. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI Medium Term Fund Growth’s fund performance is as follows:
  • 1 Month : -0.43%
  • 6 Months : 2.05%
  • 1 Year : 4.17%
  • 3 Years : 6.17%
Returns of UTI Medium Term Fund Growth are updated daily based on NAV of ₹ 19.1834 as on Sep 17,2026. Since inception, the return has been 19.69%.

You can invest in UTI Medium Term 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 Term Fund Growth is ₹36 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in UTI Medium Term Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.