UTI Medium Duration Fund - Direct Plan - Growth Option
3Y Annualised
7.86%
0.01% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.43%
0.01% 1D
Benchmark
SBI Nifty 10 yr Benchmark G-Sec ETF
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
9 years 2 months
4 years 4 months
9 years 7 months
Fund info
Fund size
₹40.01 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹500
Exit load
0.01%
(a) within 12 months from the date of allotment (i) upto 10% of the allotted Units NIL (ii) beyond 10% of allotted Units 1% (b) After 12 months from the date of allotment NIL.
Risk Profile
Moderate Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Nippon India Medium Duration Fund Direct Plan Reinvestment Income Dist cum Cap Wdrl
2nd
Nippon India Medium Duration Fund Direct Plan Payout of Income Dist cum Cap Wdrl
3rd
Nippon India Medium Duration Fund Direct Plan Growth Option
4th
Nippon India Medium Duration Fund Direct Plan Bonus Option
5th
Nippon India Medium Duration Fund Payout Income Dist cum Cap Wdrl
133rd
UTI Medium Duration Fund - Direct Plan - Growth Option
Fund Managers
About UTI Medium Duration Fund - Direct Plan - Growth Option
UTI Medium Duration Fund - Direct Plan - Growth Option is a Fixed Income mutual fund scheme from UTI Asset Management Co Ltd. This fund has been in existence for 10 years, having been launched on 2015-03-31. UTI Medium Duration Fund - Direct Plan - Growth Option has ₹40.01 Cr worth of assets under management (AUM) as of Thu Jul 17 2025. The latest Net Asset Value (NAV) of UTI Medium Duration Fund - Direct Plan - Growth Option as of Wed Jul 16 2025 is ₹19.6977. The fund has an expense ratio of 0.83%, which is medium comparable to most other Fixed Income funds.
UTI Medium Duration Fund - Direct Plan - Growth Option returns for the last 1 year are 9.26%. Since launch, it has delivered 6.81% average annual returns.
The UTI Medium Duration Fund - Direct Plan - Growth Option has the majority of its money invested in null sectors.
Top 5 Holdings of UTI Medium Duration Fund - Direct Plan - Growth Option.
- 7.18% Govt Stock 2033: 17.03%
- 7.26% Govt Stock 2032: 10.52%
- 07.79 Up SDL 2033: 8.09%
- 6.54% Govt Stock 2032: 7.60%
- Bajaj Finance Limited: 7.52%
AMC Information
Name | UTI Asset Management Co Ltd |
---|---|
Founding Date | 2015-03-31 |
pms_care@uti.co.in | |
Phone | +91-22-6678 6666 |
Website | https://www.utiwms.com |
Address | PMS Division, UTI - Tower, “Gn” Block, Bandra Kurla Complex, Mumbai- 400051 |
Tax Implications of UTI Medium Duration Fund - Direct Plan - Growth Option
Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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FAQs
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