Medium to Long Durationregulargrowth
UTI Medium to Long Duration Fund- Regular Plan - Growth
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-0.38%
1 Month-1.19%
3 Months-0.54%
6 Months+0.37%
1 Year+2.46%
3 Years (CAGR)+6.02%
5 Years (CAGR)+7.94%
10 Years (CAGR)+5.31%
Since Inception (Apr 2006)+6.58%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+0.73%
3 Year SIP+4.91%
5 Year SIP+6.39%
Since Inception (Apr 2006)+6.25%
Fund Details
Fund HouseUTI Mutual Fund
CategoryMedium to Long Duration
Plan Typeregular
Optiongrowth
AUM₹30.0 Cr
Expense Ratio1.09%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date03 Apr 2006
AMFI Code100741
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 to Long Duration Fund- Regular Plan - Growth by UTI Mutual Fund is a Medium to Long 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 to Long Duration category.
About This Fund
UTI Medium to Long Duration Fund- Regular Plan - Growth is a Medium to Long Duration mutual fund offered by UTI Mutual Fund. The fund has been operational for over 20 years. It manages assets worth ₹30.0 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.09%.
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