Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
UTI Medium to Long Duration Fund-Growth - Direct
★★★★★ monitor_heart Health Score: 44/100 · WeakUTI Mutual Fund · Debt · Medium to Long Duration
₹83.16
AUM: ₹303 Cr
NAV updated 2 days ago
Plan
Direct
Option
Growth
Risk
Moderate to High
Expense Ratio
1.3%
Exit Load
Nil
Fund Manager
Amandeep Chopra
Inception
Jan 2013
Benchmark
CRISIL Medium to Long Duration Debt A-III Index
Sharpe Ratio
-1.35
Std Dev (1Y)
2.11%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.73%
3m
+1.93%
6m
+2.82%
1y
+3.35%
3y
+6.46%
5y
+8.7%
10y
+5.72%
since inception
+6.79%
rate_review TopFund's Take on UTI Medium to Long Duration Fund-Growth - Direct
UTI Medium to Long Duration Fund-Growth - Direct lags behind most of its peers in the Medium to Long 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 44/100.
Cost: At 1.3%, the expense ratio runs 59% above the Medium to Long Duration category average of 0.82%. 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 -1.35 — 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 2.11% 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
pie_chart Asset Allocation
info Fund Snapshot
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tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about UTI Medium to Long Duration Fund-Growth - Direct
The current NAV (Net Asset Value) of UTI Medium to Long Duration Fund-Growth - Direct is ₹83.16. NAV is updated every business day after market close by AMFI.
1Y: 3.35% · 3Y CAGR: 6.46% · 5Y CAGR: 8.7%
The expense ratio is 1.3% per annum — the annual fee deducted from your investment to cover fund management costs.
UTI Medium to Long Duration Fund-Growth - Direct is managed by Amandeep Chopra at UTI Mutual Fund.
UTI Medium to Long Duration Fund-Growth - Direct is a Moderate to High risk fund. Suitable for investors with a moderate risk appetite.
UTI Medium to Long Duration Fund-Growth - Direct is a Medium to Long Duration fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of UTI Medium to Long Duration Fund-Growth - Direct is ₹304 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.