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UTI Medium Duration Fund - Regular Plan - Growth Option

UTI · Medium Duration
Moderate
₹19.10
Current NAV
25 Jun 2026
23.0%
1Y Return
12.0%
3Y CAGR
13.0%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Generates significant excess returns relative to benchmark index (Alpha: 6.30).
  • Well-diversified portfolio aligned with the Medium Duration mandate.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
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
0.80
Sharpe Ratio
1.30
Beta
6.30
Alpha
0.88
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Fund Details
Fund House UTI
Category Medium Duration
AUM ₹1350 Cr
Expense Ratio 1.30%
Min SIP ₹500
Min Lumpsum ₹1000
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