UTI Medium to Long Duration Fund- Regular Plan - Growth
Fund House: UTI Mutual Fund
Category: Debt: Medium to Long Duration
Status: Open Ended Schemes
Launch Date: 17-05-1998
Minimum Investment: 500.0
Asset Class: Fixed Income
Minimum Topup: 500.0
Benchmark: CRISIL Medium to Long Duration Debt A-III Index
Total Assets: 321.84 As on (30-09-2025)
Expense Ratio: 1.62% As on (29-09-2025)
Turn over: 81.00% | Exit Load: NIl
NAV as on 27-10-2025
74.0987
0.038
CAGR Since Inception
7.56%
CRISIL Medium to Long Duration Debt A-III Index 7.69%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| UTI Medium to Long Duration Fund- Regular Plan - Growth | 6.47 | 7.2 | 7.97 | 5.44 | 7.56 |
| Benchmark | - | - | - | - | - |
| Debt: Medium to Long Duration | 6.44 | 7.14 | 5.28 | 6.18 | 7.65 |
Funds Manager
Mr. Sunil Patil FM 1,Not Applicable FM 2,Not Applicable FM 3,Not Applicable FM 4
RETURNS CALCULATORS for UTI Medium to Long Duration Fund- Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
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Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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PORTFOLIO ANALYSIS of UTI Medium to Long Duration Fund- Regular Plan - Growth
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of UTI Medium to Long Duration Fund- Regular Plan - Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| UTI Medium to Long Duration Fund Reg Gr | 17-05-1998 | 6.47 | 7.82 | 7.2 | 7.97 | 5.44 |
| Franklin India Medium to Long Duration Fund Gr | 24-09-2024 | 7.76 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Pru Bond Gr | 05-08-2008 | 7.5 | 8.38 | 7.9 | 5.8 | 7.17 |
| JM Medium to Long Duration Gr | 01-04-1995 | 7.32 | 8.09 | 7.37 | 4.67 | 3.99 |
| LIC MF Medium to Long Duration Bond Reg Gr | 19-06-1999 | 6.77 | 8.21 | 7.62 | 5.15 | 6.23 |
| SBI Magnum Income Reg Gr | 25-11-1998 | 6.49 | 7.58 | 7.44 | 5.66 | 7.37 |
| HSBC Medium to Long Duration Gr | 10-12-2002 | 6.17 | 7.41 | 6.58 | 4.24 | 5.63 |
| HDFC Income Gr | 01-09-2000 | 6.07 | 8.08 | 7.1 | 4.78 | 5.89 |
| Kotak Bond Reg Gr | 25-11-1999 | 6.04 | 7.77 | 7.05 | 5.18 | 6.51 |
| ABSL Income Gr Reg | 05-10-1995 | 5.94 | 7.75 | 7.11 | 5.43 | 6.88 |
Asset Allocation (%)
Key Performance and Risk Statistics of UTI Medium to Long Duration Fund- Regular Plan - Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| UTI Medium to Long Duration Fund- Regular Plan - Growth | 5.92 | 0.69 | 4.13 | 0.38 | 7.25 | 9.06 |
| Debt: Medium to Long Duration | - | - | - | - | - | - |