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UTI Medium Duration Fund - Regular Plan - Monthly IDCW

UTI · Medium Duration
Moderate
₹13.84
Current NAV
06 Nov 2026
3.2%
1Y Return
6.0%
3Y CAGR
5.2%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.29).
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Medium Duration mandate.
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
1.29
Sharpe Ratio
1.49
Beta
-2.71
Alpha
1.66
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Fund Details
Fund House UTI
Category Medium Duration
AUM ₹9840 Cr
Expense Ratio 1.09%
Min SIP ₹500
Min Lumpsum ₹1000
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