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UTI Medium Duration Fund - Regular Plan - Annual IDCW

UTI · Medium Duration
Moderate
₹14.08
Current NAV
06 Nov 2026
3.2%
1Y Return
4.8%
3Y CAGR
3.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.26).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.26).
  • Very large asset base (AUM: ₹19,310 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (2.06%) which can affect compounding over long horizons.
  • 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
1.26
Sharpe Ratio
0.86
Beta
4.26
Alpha
1.59
Sortino
Fund Details
Fund House UTI
Category Medium Duration
AUM ₹19310 Cr
Expense Ratio 2.06%
Min SIP ₹500
Min Lumpsum ₹1000
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