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UTI Medium Duration Fund - Direct Plan - Growth Option

UTI · Medium Duration
Moderate
₹20.76
Current NAV
06 Nov 2026
3.9%
1Y Return
6.8%
3Y CAGR
5.9%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.41%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.71).
  • Very large asset base (AUM: ₹21,260 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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
1.71
Sharpe Ratio
1.01
Beta
-0.79
Alpha
1.90
Sortino
Fund Details
Fund House UTI
Category Medium Duration
AUM ₹21260 Cr
Expense Ratio 0.41%
Min SIP ₹500
Min Lumpsum ₹1000
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