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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)

₹303 Cr

Lock In Period

N/A

Expense Ratio

1.62

Benchmark

Crisil Composite Bond Fund Index

Exit Load

Nil

Summary

Latest details for UTI Medium to Long Duration Fund - Growth Growth include a ₹73.6627 NAV as of Apr 02,2026 and returns since inception of 18.85%. Minimum investments start at SIP ₹500. The UTI Medium to Long Duration Fund - Growth Growth AUM is ₹303 Cr, with a lock-in of N/A years, expense ratio of 1.62%, and benchmark Crisil Composite Bond Fund Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded -1.38% returns, against a category average of -1.71% and a category best of 3.24%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-1.38-1.713.24
6M-0.090.819.35
1Y1.575.6311.82
3Y5.9218.6024.89

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2026-03-15
View allocation % by

1. 6.68% MAT- 07/07/204015.89%
2. 7.24% MAT- 18/08/20558.02%
3. 07.80% XIRR PTC- SIDDHIVINAYAK SECURITISATION TRUST-28/09/20306.57%
4. ADITYA BIRLA RENEWABLES LTD4.98%
5. 08.20% PTC- INDIA UNIVERSAL TRUST AL1-SERIES A34.48%
6. NET CURRENT ASSETS4.44%
7. 07.72% WESTBENGAL SGS Mat - 25/02/20413.33%
8. 07.78% RAJASTHAN SDL 29/03/20331.69%
9. MANKIND PHARMA LTD1.66%
10. CORPORATE DEBT MARKET DEVT FUND - A2 UNITS0.31%
11. CLEARING CORPORATION OF INDIA LTD. STD - MARGIN0.02%

1. 7.08% A P SGL MAT - 26/03/20378.01%
2. 7.74% WEST BENGAL SGS Mat - 18/02/20446.45%
3. PIRAMAL FINANCE LIMITED4.97%
4. 7.73% WEST BENGAL SGS Mat - 04/02/20433.32%
5. 7.74% MH SDL MAT - 01/03/20331.70%
6. 7.72% MADHYA PRADESH SGS Mat - 18/02/20451.06%

1. LIC HOUSING FINANCE LTD.8.31%

1. MUTHOOT FINANCE LTD5.91%
2. POONAWALLA FINCORP LTD.2.31%

1. TORRENT PHARMACEUTICALS LTD.4.93%

1. BHARTI TELECOM LTD.1.64%

About Fund

UTI Medium to Long Duration Fund - Growth Growth managed by UTI Mutual Fund,is a Med to Long Termscheme with Assets Under Management of ₹303 Crore. The fund benchmarks its performance against the Crisil Composite Bond Fund Index while maintaining an expense ratio of 1.62. 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.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundKotak Bond Fund - Growth41962.98 CR1.65
This FundHDFC Income Fund - Growth3854.3 CR1.44
This FundUTI Medium to Long Duration Fund - Growth Growth2302.97 CR1.62
This FundLIC MF Medium to Long Duration Fund Growth0197.73 CR0.5
This FundICICI Prudential Bond Fund Growth42767.81 CR1.03
Fund Name1Y3Y
This FundKotak Bond Fund - Growth1.09618.3332
This FundHDFC Income Fund - Growth0.755718.5464
This FundUTI Medium to Long Duration Fund - Growth Growth1.567918.8484
This FundLIC MF Medium to Long Duration Fund Growth2.163620.2841
This FundICICI Prudential Bond Fund Growth3.269622.0592

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 1.62. 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 : -1.38%
  • 6 Months : -0.09%
  • 1 Year : 1.57%
  • 3 Years : 5.92%
Returns of UTI Medium to Long Duration Fund - Growth Growth are updated daily based on NAV of ₹ 73.6627 as on Apr 02,2026. Since inception, the return has been 18.85%.

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 ₹303 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.
Min Inv Amount: ₹500