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UTI Medium Duration Fund - Regular Plan - Quarterly IDCW
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 53/100 · Average
How this score is calculated
- Star rating (35%)3/5
- 3Y CAGR (30%)7.2%
- Expense ratio (20%)1.29%
- AUM (15%)₹302 Cr
Not investment advice — an analytical read of public fund data. Methodology →
UTI Mutual Fund · Debt · Medium Duration Fund
₹14.13
AUM: ₹302 Cr
NAV updated 9 days ago
Plan
Regular
Option
Idcw
Risk
Moderate to High
Expense Ratio
1.29%
Exit Load
Nil
Fund Manager
Amandeep Chopra
Inception
Jan 2013
Benchmark
CRISIL Medium to Long Duration Debt A-III Index
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.45%
3m
+1.75%
6m
+4.6%
1y
+8.65%
3y
+7.2%
5y
+5.92%
10y
+3.32%
since inception
+3.42%
TopFund's Take on UTI Medium Duration Fund - Regular Plan - Quarterly IDCW
UTI Medium Duration Fund - Regular Plan - Quarterly IDCW sits in the middle of the pack for Medium Duration Fund funds, currently carrying a 3-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 53/100.
Cost: At 1.29%, the expense ratio runs 34% above the Medium Duration Fund category average of 0.96%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Risk-adjusted return metrics (Sharpe ratio, standard deviation) require at least a year of NAV history and aren't available yet for this fund.
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.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about UTI Medium Duration Fund - Regular Plan - Quarterly IDCW
The current NAV (Net Asset Value) of UTI Medium Duration Fund - Regular Plan - Quarterly IDCW is ₹14.13. NAV is updated every business day after market close by AMFI.
1Y: 8.65% · 3Y CAGR: 7.2% · 5Y CAGR: 5.92%
The expense ratio of UTI Medium Duration Fund - Regular Plan - Quarterly IDCW is 1.29% per annum. This is the annual fee charged by the fund to manage your investment.
UTI Medium Duration Fund - Regular Plan - Quarterly IDCW is managed by Amandeep Chopra at UTI Mutual Fund.
UTI Medium Duration Fund - Regular Plan - Quarterly IDCW is classified as a Moderate to High risk fund. It is suitable for investors with a moderate risk appetite.
UTI Medium Duration Fund - Regular Plan - Quarterly IDCW is a Medium Duration Fund fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in UTI Medium Duration Fund - Regular Plan - Quarterly IDCW with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of UTI Medium Duration Fund - Regular Plan - Quarterly IDCW is ₹302 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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