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

UTI · Long Duration
Moderate
₹14.74
Current NAV
25 Jun 2026
28.1%
1Y Return
16.1%
3Y CAGR
18.1%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.21).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.21).
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
1.21
Sharpe Ratio
0.81
Beta
4.21
Alpha
1.46
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Fund Details
Fund House UTI
Category Long Duration
AUM ₹9260 Cr
Expense Ratio 1.61%
Min SIP ₹500
Min Lumpsum ₹1000
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