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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
UTI Medium Duration Fund Direct Growth
+7.25%
3Y annualised
+0.10% 1D
NAV: 10 Jul '26
₹20.70
Min. for SIP
₹500
Fund size (AUM)
₹38.09 Cr
Expense ratio
0.84%
Rating
2
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,788 | +2.98% | |
| 3 years | ₹1,80,000 | ₹1,98,960 | +10.53% | |
| 5 years | ₹3,00,000 | ₹3,55,274 | +18.42% | |
| 10 years | ₹6,00,000 | ₹8,17,620 | +36.27% |
Holdings (16)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Net Current Assets | Unspecified | Net Current Assets | 22.40% |
| GOI Sec 7.18 14/08/2033 | Entities | GOI Securities | 17.58% |
| GOVERNMENT OF INDIA 31909 GOI 22AG32 7.26 FV RS 100 | Entities | GOI Securities | 10.85% |
| STATE DEVELOPMENT LOAN 32803 UP 29MR33 7.79 FV RS 100 | Unspecified | State Development Loan | 8.19% |
| BAJAJ FINANCE LIMITED NCD 7.38 28JU30 FVRS1LAC | Financial | Debenture | 7.78% |
| GOVERNMENT OF INDIA 34208 GOI 08AP34 7.1 FV RS 100 | Entities | GOI Securities | 6.72% |
| ADANI POWER LIMITED SR II 8.20 NCD 25JN29 FVRS1LAC | Energy & Utilities | Debenture | 5.28% |
| SHIVSHAKTI SECURITISATION TRUST SS TRUST PTC 15SEPT25 | Unspecified | Securitised Debt | 5.15% |
| 360 ONE PRIME LIMITED SR VI TR I 9.61 NCD 18JN27 FVRS1000 | Financial | Debenture | 3.96% |
| ERIS LIFESCIENCES LIMITED STRPP II 8.73 NCD 07JU27 FVRS1LAC | Healthcare | Debenture | 2.64% |
| ERIS LIFESCIENCES LIMITED STRPP I 8.73 NCD 07DC26 FVRS1LAC | Healthcare | Debenture | 2.64% |
| ADITYA BIRLA RENEWABLES LIMITED 8.6 NCD 24SP27 FVRS1LAC | Energy & Utilities | Bonds/NCDs | 2.63% |
| Dewan Housing Finance Corporation Ltd Debenture 6.75 26/09/2031 | Financial | Debenture | 2.36% |
| AVANSE FINANCIAL SERVICES LIMITED SR 40 9.60 NCD 30AP27 FVRS1LAC | Financial | Debenture | 1.32% |
| Others Class A2 AIF | Unspecified | Alternative Investment Fund | 0.44% |
| Others CBLO | Unspecified | CBLO | 0.08% |
See All
Minimum investments
Min. for 1st investment
₹500
Min. for 2nd investment
₹500
Min. for SIP
₹500
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +7.3% | +6.9% | +6.3% | +6.7% |
| Category average (Debt Medium Duration) | +7.6% | +6.6% | +7.0% | -- |
| Rank (Debt Medium Duration) | 12 | 9 | 10 | -- |
Exit load, stamp duty and tax
Exit load
For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed as per your Income Tax slab.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +9.55% | +10.80% | 3,213.19 | |
 | +6.80% | +8.11% | 3,640.68 | |
 | +5.94% | +7.68% | 1,319.83 | |
 | +5.25% | +7.59% | 253.79 | |
 | +5.17% | +7.47% | 165.28 | |
| Compare | ||||
Fund management
ASAbhishek SonthaliaNov 2025 - PresentView details
AS
Abhishek Sonthalia
Nov 2025 - Present
View details
About UTI Medium Duration Fund Direct Growth
UTI Medium Duration Fund Direct Growth is a Debt Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 14 Nov 2002. Abhishek Sonthalia is the Current Fund Manager of UTI Medium Duration Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,94,739 Cr and the Latest NAV as of 10 Jul 2026 is ₹20.70.
The UTI Medium Duration Fund Direct Growth is rated Moderate risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500. For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
;
Investment Objective
The scheme seeks to generate reasonable income by investing in debt & money market securities such that the Macaulay duration of the portfolio is between 3 to 4 years.
Fund benchmarkNIFTY Medium Duration Debt Index A-III
Fund house
Rank (total assets)#8 in India
Total AUM₹3,94,738.74 Cr
Date of Incorporation14 Nov 2002
Launch Date14 Nov 2002
AddressUTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,