UTI Medium Duration Fund Growth

Debt
Medium Duration
Moderate Risk
+7.20%
3Y annualised
+0.04% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 23 Oct 2025
₹18.54
Rating
2
Min. SIP amount
Not Supported
Fund size
₹40.33Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (17)

NameSectorInstrumentAssets
SovereignGOI Sec16.65%
SovereignGOI Sec10.32%
Uttar Pradesh State
OthersSDL7.80%
SovereignGOI Sec7.46%
Bajaj Finance Ltd.
FinancialDebenture7.44%
GOI
SovereignGOI Sec6.38%
Consumer StaplesDebenture4.97%
Shivshakti Securitisation Trust
OthersSec. Debt4.97%
AutomobileDebenture4.96%
360 ONE Wealth Ltd.
FinancialDebenture3.76%
Aditya Birla Renewables Ltd.
EnergyBonds/NCD2.52%
Eris Lifesciences Ltd.
HealthcareDebenture2.52%
Eris Lifesciences Ltd.
HealthcareDebenture2.51%
Aditya Birla Finance Ltd.
FinancialDebenture2.50%
Tata Projects Ltd.
ConstructionDebenture2.49%
FinancialDebenture2.27%
Avanse Financial Services Ltd.
FinancialDebenture1.25%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Debt Medium Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns7.0%7.2%5.9%6.0%
Category average8.3%7.9%6.7%NA
Rank with in category121210NA
Understand terms

Peer Comparison

Debt, Medium Duration fundsRating1Y3YFund Size(Cr)
4
10.1%8.5%119.89
4
8.6%8.2%1,907.76
5
9.1%8.1%5,734.08
4
8.3%8.0%757.98
4
8.3%8.0%317.50

Expense ratio, exit load and tax

Expense ratio: 1.49%

Inclusive of GST

Exit load

For units in excess of 10% of the investment,1% will be charged for redemption within 365 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab.

Understand terms
Check past data

Fund management

Sunil Madhukar Patil
Jan 2025 - Present
View details

Education
Mr. Patil is MMF, Finance
Experience
He joined UTI AMC in October 1989. He has overall 32 years of experience in Primary Market Investment / Dealing and Fund Management.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
UTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Phone
0263 2296993
Launch Date
14 Nov 2002
E-mail
NA
UTI Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

Compare funds

UTI Medium Duration Fund Growth
VS
Add mutual fund to compare