UTI Medium Duration Fund - Regular Plan - Growth Option: NAV, Returns, Calculator, Expense Ratio & Review

UTI Medium Duration Fund - Regular Plan - Growth Option

Moderate Risk

Debt

3 Star

NAV as of Aug 14, 2025

18.35

0.12%1D Change

Returns since inception

6.03%p.a.

Moderate Risk

Debt

3 Star

NAV as of Aug 14, 2025

18.35

0.12%1D Change

Returns since inception

6.03%p.a.

UTI Medium Duration Fund - Regular Plan - Growth Option

Moderate Risk|Debt|3 Star
NAV as of Aug 14, 2025

18.35

0.12%1D

Returns since inception

6.03%p.a.

Returns Calculator

Investment Type

Monthly SIP
One-Time
4000
20
yrs
Total investment₹9.6 Lakhs
Returns0
Final Value0
Absolute ReturnNaN%

Fund Overview

  • Rating3 Star
  • Expense ratio1.49%
  • Exit Load1% within 365 days
  • AUM (Fund size)₹40.08 Crore
  • Lock-in periodNo Lock-in
  • Age10 yrs since Mar 31, 2015
  • Min. investmentSIP ₹1000 & Lump. ₹5000
  • RiskModerate
  • Tax implicationsShort-term capital gains (STCG) are taxed at applicable slab rates

Fund Distribution

Equity
0%
Debt
76.49%
Others
23.51%
Top Holdings
Top Sectors
Holding NameAssets (%)
7.18% Govt Stock 203316.68%
Net Current Assets13.82%
7.26% Govt Stock 203210.34%
07.79 Up SDL 20337.9%
6.54% Govt Stock 20327.47%

Peer Comparison

Overview
Returns
Risk Ratios
Fund NameAUM (In Crs.)NAVRisk
Aditya Birla Sun Life Med...₹ 2,744 Cr
43.82
| 0.19%
Moderately High risk
Nippon India Medium Durat...₹ 106 Cr
17.24
| 0.16%
Moderately High risk
Kotak Medium Term Direct ...₹ 1,817 Cr
25.52
| 0.17%
Moderately High risk
Axis Strategic Bond Fund ...₹ 1,938 Cr
31.08
| 0.16%
Moderately High risk

NAV History

FUND

UTI Medium Duration Fund - Regular Plan - Growth Option

NAV (Aug 14, 2025)₹18.35
ClassDebt | Credit Risk
Inception DateMar 31, 2015
Fund ManagerSunil Patil

FUND

UTI Medium Duration Fund - Regular Plan - Growth Option

Initial Price₹10
Min. Investment AmountSIP ₹1000 and Lump. ₹5000
Exit Load1% within 365 days

Returns

1W

1M

3M

6M

1Y

3Y

UTI Medium Duration-0.08%-0.05%0.7%3.85%7.56%6.89%

About UTI Asset Management Co Ltd

UTI Mutual Fund was launched after carving out the former Unit Trust of India by repealing the Unit Trust of India Act 1963. UTI was subsequently bifurcated into UTI Mutual Fund and SUUTI. It was registered with SEBI or the Securities and Exchange Board of India on 01 February 2003. UTI has four sponsors namely the State Bank of India (SBI), Life Insurance Corporation of India (LIC), Punjab National Bank and the Bank of Baroda. It counts UTI Trustee Company Private Limited as the trustee.

UTI Asset Management Co Ltd Details

  • No. of schemes122
  • Total AUM₹182,852.67 Crore
  • AddressUTI Asset Management Company Ltd, UTI Towers, Gn Block, Mumbai, 400 051
  • Phone+91 22 66786666
Start your investment
Lumpsum
SIP
Amount
Estimated value after 3 years

(as per historical returns)

6,106 ₹
Investment in Regular Funds are no longer available. Switch to Direct Plan of the same fund for higher returns.