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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

Fund Managers

RN
Ritesh NambiarFund Manager Since 1 Jul 2015

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.

  1. 7.18% Govt Stock 2033: 17.03%
  2. 7.26% Govt Stock 2032: 10.52%
  3. 07.79 Up SDL 2033: 8.09%
  4. 6.54% Govt Stock 2032: 7.60%
  5. Bajaj Finance Limited: 7.52%

AMC Information

NameUTI Asset Management Co Ltd
Founding Date2015-03-31
Emailpms_care@uti.co.in
Phone+91-22-6678 6666
Websitehttps://www.utiwms.com
AddressPMS Division, UTI - Tower, “Gn” Block, Bandra Kurla Complex, Mumbai- 400051

Tax Implications of UTI Medium Duration Fund - Direct Plan - Growth Option

Short Term GainsIncome tax rate applicable to the Unitholders as per their income slabs.
Long Term GainsIncome tax rate applicable to the Unitholders as per their income slabs.

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