UTI Medium to Long Term Fund - Growth Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020
UTI Medium to Long Term Fund - Growth Growth Fund Overview
Min. investment
SIP ₹500 & Lump. ₹500
AUM (Fund size)
₹303 Cr
Lock In Period
N/A
Expense Ratio
1.67
Exit Load
Nil
Benchmark
Crisil Composite Bond Fund Index
UTI Medium to Long Term Fund - Growth Growth Calculate Returns
You would have got
Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.09 | 0.46 | 296.85 |
| 6M | 1.86 | 2.93 | 314.88 |
| 1Y | 4.28 | 5.69 | 338.55 |
| 3Y | 5.97 | 15.42 | 24.43 |
Portfolio Analysis
- Equity:
- Debt: 99.61%
- Others
As on: 2026-08-15
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About Fund UTI Medium to Long Term Fund - Growth Growth
UTI Medium to Long Term 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 1.67. 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.
Fund Managers
Amit Sharma
Mr. Amit Sharma is a B.Com, CA, FRM. He has been associated with the Dept. of Fund Management of UTI for the past 5 years.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Nippon India Medium to Long Term Fund Growth | 3 | 351 CR | 1.5 |
| UTI Medium to Long Term Fund - Growth Growth | 2 | 302 CR | 1.67 |
| ICICI Prudential Medium to Long Term Fund Growth | 5 | 1,992 CR | 0.95 |
| ICICI Prudential Bond Fund - Institutional Plan Growth | 0 | 4,084 CR | 1.09 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundNippon India Medium to Long Term Fund Growth | 4.8116 | 18.5944 |
| This FundUTI Medium to Long Term Fund - Growth Growth | 4.2809 | 19.0102 |
| This FundICICI Prudential Medium to Long Term Fund Growth | 5.3248 | 22.1236 |
| This FundICICI Prudential Bond Fund - Institutional Plan Growth | 11.55 | 24.4274 |
UTI Medium to Long Term Fund - Growth Growth FAQs
UTI Medium to Long Term 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 Term Fund - Growth Growth is 1.67. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
UTI Medium to Long Term Fund - Growth Growth’s fund performance is as follows:
- 1 Month : -0.09%
- 6 Months : 1.86%
- 1 Year : 4.28%
- 3 Years : 5.97%
You can invest in UTI Medium to Long Term 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 Term 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 Term Fund - Growth Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
