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UTI Medium to Long Duration Fund - Direct Plan - Half-Yearly IDCW

UTI · Long Duration
Moderate
₹15.52
Current NAV
25 Jun 2026
14.9%
1Y Return
14.9%
3Y CAGR
15.9%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.69%.
  • Generates significant excess returns relative to benchmark index (Alpha: 3.09).
  • Very large asset base (AUM: ₹22,140 Cr) indicating high investor trust and liquidity.
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
1.09
Sharpe Ratio
1.29
Beta
3.09
Alpha
1.52
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Fund Details
Fund House UTI
Category Long Duration
AUM ₹22140 Cr
Expense Ratio 0.69%
Min SIP ₹500
Min Lumpsum ₹1000
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