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UTI Medium Duration Fund Direct Growth
Debt
Medium Duration
Moderate Risk
+7.51%
3Y annualised
-0.05% 1D
NAV: 20 Feb '26
₹20.20
Min. for SIP
₹500
Fund size
₹38.53 Cr
Expense ratio
0.80%
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,402 | +2.34% | |
| 3 years | ₹1,80,000 | ₹1,99,355 | +10.75% | |
| 5 years | ₹3,00,000 | ₹3,55,397 | +18.47% |
Holdings (17)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 17.32% |
| GOI | Sovereign | GOI Sec | 10.71% |
| Uttar Pradesh State | Others | SDL | 8.11% |
| Bajaj Finance Ltd. | Financial | Debenture | 7.71% |
| GOI | Sovereign | GOI Sec | 6.63% |
| Tata Motors Passenger Vehicles Ltd. | Automobile | Debenture | 5.19% |
| Aditya Birla Real Estate Ltd. | Consumer Staples | Debenture | 5.18% |
| Adani Power Ltd. | Energy | Debenture | 5.17% |
| Shivshakti Securitisation Trust | Others | Sec. Debt | 5.17% |
| 360 ONE Wealth Ltd. | Financial | Debenture | 3.92% |
| Eris Lifesciences Ltd. | Healthcare | Debenture | 2.61% |
| Aditya Birla Renewables Ltd. | Energy | Bonds/NCD | 2.61% |
| Eris Lifesciences Ltd. | Healthcare | Debenture | 2.61% |
| Tata Projects Ltd. | Construction | Debenture | 2.60% |
| Aditya Birla Finance Ltd. | Financial | Debenture | 2.60% |
| Piramal Finance Ltd. | Financial | Debenture | 2.42% |
| Avanse Financial Services Ltd. | Financial | Debenture | 1.30% |
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 | +7.5% | +6.8% | +6.5% | +6.7% |
| Category average (Debt Medium Duration) | +7.6% | +6.6% | +7.0% | -- |
| Rank (Debt Medium Duration) | 12 | 9 | 11 | -- |
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) | |
|---|---|---|---|---|
Aditya Birla Sun Life Medium Term Plan Direct Growth | +10.94% | +10.81% | 2,981.71 | |
HDFC Medium Term Debt Fund Direct Growth | +8.09% | +8.21% | 3,861.91 | |
DSP Bond Direct Growth | +7.54% | +7.86% | 308.94 | |
Invesco India Medium Duration Fund Direct Growth | +7.00% | +7.67% | 172.67 | |
Bandhan Medium Duration Fund Direct Growth | +6.83% | +7.61% | 1,375.47 | |
| 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 ₹3,93,335 Cr and the Latest NAV as of 20 Feb 2026 is ₹20.20.
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₹3,93,334.93 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,