UTI Medium to Long Duration Fund Plan Growth

Debt
Medium to Long Duration
Moderate Risk
6.86%
3Y annualised
+0.26% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 04 Sep 2025
₹73.33
Rating
3
Min. SIP amount
Not Supported
Fund size
₹329.66Cr

Return calculator

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

Holdings (14)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec36.82%
GOI
SovereignGOI Sec7.77%
LIC Housing Finance Ltd.
FinancialDebenture7.75%
Indian Railway Finance Corporation Ltd.
FinancialNCD7.68%
FinancialDebenture7.66%
Andhra Pradesh State
FinancialSDL7.63%
Cholamandalam Investment and Finance Company Ltd.
FinancialNCD4.65%
Aditya Birla Renewables Ltd.
EnergyBonds/NCD4.64%
India Universal Trust AL1
OthersSec. Debt4.35%
Bajaj Finance Ltd.
FinancialDebenture2.13%
Maharashtra State
OthersSDL1.60%
Rajasthan State
OthersSDL1.60%
Mankind Pharma Ltd.
HealthcareBonds/Deb1.55%
Aditya Birla Finance Ltd.
FinancialDebenture0.31%
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 to Long Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns6.4%6.9%7.9%7.6%
Category average6.1%6.7%5.2%NA
Rank with in category451NA
Understand terms

Peer Comparison

Debt, Medium to Long Duration fundsRating1Y3YFund Size(Cr)
4
7.3%7.5%2,883.72
4
6.5%7.2%2,000.53
4
6.9%7.1%204.28
3
6.2%6.8%954.30
3
5.9%6.7%2,056.48

Expense ratio, exit load and tax

Expense ratio: 1.62%

Inclusive of GST

Exit load

Nil

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
Apr 2023 - 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,

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