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UTI Medium Duration Fund - Direct Plan - Growth Option
★★★★★ monitor_heart Health Score: 49/100 · WeakUTI Mutual Fund · Debt · Medium Duration
₹20.68
AUM: ₹38 Cr
NAV updated 7 days ago
Plan
Direct
Option
Growth
Risk
Moderate to High
Expense Ratio
0.84%
Exit Load
For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Fund Manager
Amandeep Chopra, Ritesh Nambiar
Inception
Mar 2015
Benchmark
NIFTY Medium Duration Debt Index A-III
Sharpe Ratio
-0.85
Std Dev (1Y)
1.43%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.79%
3m
+2.03%
6m
+3.09%
1y
+4.99%
3y
+7.11%
5y
+6.83%
10y
+6.23%
since inception
+6.65%
rate_review TopFund's Take on UTI Medium Duration Fund - Direct Plan - Growth Option
UTI Medium Duration Fund - Direct Plan - Growth Option lags behind most of its peers in the Medium Duration category, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 49/100.
Cost: At 0.84%, the expense ratio runs 22% above the Medium Duration category average of 0.69%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.85 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 1.43% is on the lower side, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Debt fund.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
donut_small Sector Allocation
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info Fund Snapshot
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tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about UTI Medium Duration Fund - Direct Plan - Growth Option
The current NAV (Net Asset Value) of UTI Medium Duration Fund - Direct Plan - Growth Option is ₹20.68. NAV is updated every business day after market close by AMFI.
1Y: 4.99% · 3Y CAGR: 7.11% · 5Y CAGR: 6.83%
The expense ratio is 0.84% per annum — the annual fee deducted from your investment to cover fund management costs.
UTI Medium Duration Fund - Direct Plan - Growth Option is managed by Amandeep Chopra, Ritesh Nambiar at UTI Mutual Fund.
UTI Medium Duration Fund - Direct Plan - Growth Option is a Moderate to High risk fund. Suitable for investors with a moderate risk appetite.
UTI Medium Duration Fund - Direct Plan - Growth Option is a Medium Duration fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of UTI Medium Duration Fund - Direct Plan - Growth Option is ₹38 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.