Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-0.40%
1 Month-0.79%
3 Months+0.03%
6 Months+1.32%
1 Year+4.18%
3 Years (CAGR)+6.34%
5 Years (CAGR)+5.90%
10 Years (CAGR)+5.59%
Since Inception (Apr 2015)+5.84%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+2.69%
3 Year SIP+5.64%
5 Year SIP+5.79%
Since Inception (Apr 2015)+5.33%
Fund Details
Fund HouseUTI Mutual Fund
CategoryMedium Duration
Plan Typeregular
Optiongrowth
AUM₹39.0 Cr
Expense Ratio1.45%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date09 Apr 2015
AMFI Code134499
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
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Investment Objective
UTI Medium Duration Fund - Regular Plan - Growth Option by UTI Mutual Fund is a Medium Duration fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Medium Duration category.
About This Fund
UTI Medium Duration Fund - Regular Plan - Growth Option is a Medium Duration mutual fund offered by UTI Mutual Fund. The fund has been operational for over 11 years. It manages assets worth ₹39.0 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.45%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations