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 - Regular Plan - Quarterly IDCW
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 2/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 44/100 · Weak
How this score is calculated
- Star rating (35%)2/5
- 3Y CAGR (30%)6.42%
- Expense ratio (20%)1.32%
- AUM (15%)₹305 Cr
Not investment advice — an analytical read of public fund data. Methodology →
UTI Mutual Fund · Debt · Medium to Long Duration
₹83.36
AUM: ₹305 Cr
NAV updated 14 days ago
Plan
Regular
Option
Idcw
Risk
Moderate to High
Expense Ratio
1.32%
Exit Load
Nil
Fund Manager
Amandeep Chopra
Inception
Jan 2013
Benchmark
CRISIL Medium to Long Duration Debt A-III Index
Sharpe Ratio
-1.36
Std Dev (1Y)
1.95%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-0.35%
3m
+1.48%
6m
+2.14%
1y
+4.06%
3y
+6.42%
5y
+8.54%
10y
+5.46%
since inception
+2.96%
TopFund's Take on UTI Medium to Long Duration Fund - Regular Plan - Quarterly IDCW
UTI Medium to Long Duration Fund - Regular Plan - Quarterly IDCW 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 1.32%, the expense ratio runs 94% above the Medium to Long Duration category average of 0.68%. 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 -1.36 — 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 1.95% is on the lower side for a Medium to Long Duration fund, 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.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about UTI Medium to Long Duration Fund - Regular Plan - Quarterly IDCW
The current NAV (Net Asset Value) of UTI Medium to Long Duration Fund - Regular Plan - Quarterly IDCW is ₹83.36. NAV is updated every business day after market close by AMFI.
1Y: 4.06% · 3Y CAGR: 6.42% · 5Y CAGR: 8.54%
The expense ratio of UTI Medium to Long Duration Fund - Regular Plan - Quarterly IDCW is 1.32% per annum. This is the annual fee charged by the fund to manage your investment.
UTI Medium to Long Duration Fund - Regular Plan - Quarterly IDCW is managed by Amandeep Chopra at UTI Mutual Fund.
UTI Medium to Long 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 to Long Duration Fund - Regular Plan - Quarterly IDCW is a Medium to Long Duration fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in UTI Medium to Long 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 to Long Duration Fund - Regular Plan - Quarterly IDCW is ₹305 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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