₹14.1332
₹0.00 (+0.03%)
NAV as of 11 Jul 2025
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week+0.09%
1 Month+0.45%
3 Months+1.75%
6 Months+4.60%
1 Year+8.65%
3 Years (CAGR)+7.19%
5 Years (CAGR)+5.92%
10 Years (CAGR)+3.32%
Since Inception (Apr 2015)+3.42%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+8.46%
3 Year SIP+7.71%
5 Year SIP+6.72%
Since Inception (Apr 2015)+4.35%
Fund Details
Fund HouseUTI Mutual Fund
CategoryMedium Duration
Plan Typeregular
Optionidcw
Min SIP₹500
Min Lumpsum₹1,000
Launch Date09 Apr 2015
AMFI Code134496
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 - Quarterly IDCW 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 - Quarterly IDCW is a Medium Duration mutual fund offered by UTI Mutual Fund. The fund has been operational for over 11 years.
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