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UTI Medium Duration Fund - Direct Plan - Flexi IDCW

UTI · Medium Duration
Moderate
₹16.03
Current NAV
25 Jun 2026
24.8%
1Y Return
9.8%
3Y CAGR
14.8%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.78%.
  • Generates significant excess returns relative to benchmark index (Alpha: 4.08).
  • Very large asset base (AUM: ₹16,630 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.58
Sharpe Ratio
1.08
Beta
4.08
Alpha
0.68
Sortino
Fund Details
Fund House UTI
Category Medium Duration
AUM ₹16630 Cr
Expense Ratio 0.78%
Min SIP ₹500
Min Lumpsum ₹1000
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