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UTI Medium to Long Duration Fund - Direct Plan - Flexi IDCW

UTI · Long Duration
Moderate
₹16.25
Current NAV
06 Nov 2026
3.1%
1Y Return
6.4%
3Y CAGR
6.2%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.26%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.86).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.86).
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
1.86
Sharpe Ratio
1.46
Beta
6.86
Alpha
2.34
Sortino
Fund Details
Fund House UTI
Category Long Duration
AUM ₹8910 Cr
Expense Ratio 0.26%
Min SIP ₹500
Min Lumpsum ₹1000
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