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

UTI · Long Duration
Moderate
₹15.07
Current NAV
06 Nov 2026
2.7%
1Y Return
6.0%
3Y CAGR
5.8%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.68).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.18).
  • Well-diversified portfolio aligned with the Long Duration mandate.
Cons / Risks
  • Higher expense ratio (1.98%) 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
1.68
Sharpe Ratio
1.58
Beta
2.18
Alpha
2.32
Sortino
Fund Details
Fund House UTI
Category Long Duration
AUM ₹230 Cr
Expense Ratio 1.98%
Min SIP ₹500
Min Lumpsum ₹1000
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