Home› Funds› UTI Medium to Long Duration Fund - Regular Plan -

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

UTI · Long Duration
Moderate
₹14.98
Current NAV
25 Jun 2026
17.8%
1Y Return
20.8%
3Y CAGR
18.8%
5Y CAGR
Add to Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.68).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.18).
Cons / Risks
  • Higher expense ratio (1.98%) which can affect compounding over long horizons.
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
SIP Calculator Compare Funds
Similar Funds in Long Duration
Franklin India Long Duration Fund - Growth
Franklin India Long Duration
₹10.77 31.9%
HDFC Long Duration Debt Fund - IDCW Option
HDFC
₹10.83 31.9%
NIPPON INDIA NIVESH LAKSHYA LONG DURATION FUND - DIRECT Plan - QUARTERLY IDCW Option
Nippon India
₹11.63 31.8%
Nippon India Medium to Long Duration Fund - Direct Plan Growth Plan-Bonus Option
Nippon India
₹29.90 31.5%