RN
Ritesh NambiarFund Manager Since 1 Jul 2015
Fixed IncomeMedium Duration
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)
This Fund
9 years 2 months
NIFTY 50
4 years 4 months
FD
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
Peer Comparison
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
2.78%
2nd
Nippon India Medium Duration Fund Direct Plan Payout of Income Dist cum Cap Wdrl
2.78%
3rd
Nippon India Medium Duration Fund Direct Plan Growth Option
2.78%
4th
Nippon India Medium Duration Fund Direct Plan Bonus Option
2.78%
5th
Nippon India Medium Duration Fund Payout Income Dist cum Cap Wdrl
2.74%
133rd
UTI Medium Duration Fund - Direct Plan - Growth Option
0.43%
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. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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FAQs
What is the current NAV of UTI Medium Duration Fund - Direct Plan - Growth Option?
What are the average returns of UTI Medium Duration Fund - Direct Plan - Growth Option?
How do I invest in UTI Medium Duration Fund - Direct Plan - Growth Option?
What is the expense ratio of UTI Medium Duration Fund - Direct Plan - Growth Option?
What are net assets under management (AUM) of UTI Medium Duration Fund - Direct Plan - Growth Option?
What is the PE and PB ratio of UTI Medium Duration Fund - Direct Plan - Growth Option?
What are the top 5 holdings of UTI Medium Duration Fund - Direct Plan - Growth Option?
What are the top 3 sectors that UTI Medium Duration Fund - Direct Plan - Growth Option has invested in?
Who is the manager of UTI Medium Duration Fund - Direct Plan - Growth Option?
What is the exit load of UTI Medium Duration Fund - Direct Plan - Growth Option?
How to Redeem UTI Medium Duration Fund - Direct Plan - Growth Option?
Can I invest in SIP and a Lump Sum of UTI Medium Duration Fund - Direct Plan - Growth Option?
