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UTI Medium Duration Fund - Regular Plan - Quarterly IDCW

UTI · Medium Duration
Moderate
₹14.13
Current NAV
11 Jul 2025
8.7%
1Y Return
7.2%
3Y CAGR
5.9%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.51).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.51).
  • Very large asset base (AUM: ₹11,060 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (2.11%) 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
1.51
Sharpe Ratio
0.51
Beta
5.51
Alpha
1.83
Sortino
Fund Details
Fund House UTI
Category Medium Duration
AUM ₹11060 Cr
Expense Ratio 2.11%
Min SIP ₹500
Min Lumpsum ₹1000
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