Uti Medium Duration Fund Regular Plan Growth

Risk: Moderate
₹ 16.97
NAV (Jul 26,2024)

Introducing the UTI Medium Duration Fund - Regular Plan - Growth! This fund offers a unique investment opportunity with a minimum investment of INR 500. With an expense ratio of just 1.62%, it ensures maximum returns for investors. The fund was established on March 31, 2015, and currently has assets under management (AUM) of INR 41.45. Invest in this fund for medium-term goals and enjoy steady growth. Don't miss out on this excellent investment option!

Uti Medium Duration Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Uti Medium Duration Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    0
  • P/B Ratio
    UM_URBAN_MONEY

    0
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.16
  • Sortino
    UM_URBAN_MONEY

    0.28

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.59%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 39.78 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹500.00

Scheme Riskometer

Investors understand that their principal will be at
Moderate

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 10,214.72 (2.15%)₹ 10,367.9 (3.68%)₹ 10,658.79 (6.59%)₹ 11,912.38 (19.12%)₹ 12,411.48 (24.11%)
₹ 30,000₹ 30,644.16 (2.15%)₹ 31,103.7 (3.68%)₹ 31,976.37 (6.59%)₹ 35,737.14 (19.12%)₹ 37,234.44 (24.11%)
₹ 50,000₹ 51,073.6 (2.15%)₹ 51,839.5 (3.68%)₹ 53,293.95 (6.59%)₹ 59,561.9 (19.12%)₹ 62,057.4 (24.11%)
₹ 80,000₹ 81,717.76 (2.15%)₹ 82,943.2 (3.68%)₹ 85,270.32 (6.59%)₹ 95,299.04 (19.12%)₹ 99,291.84 (24.11%)
₹ 1,00,000₹ 1,02,147.2 (2.15%)₹ 1,03,679 (3.68%)₹ 1,06,587.9 (6.59%)₹ 1,19,123.8 (19.12%)₹ 1,24,114.8 (24.11%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • GSEC MAT27.58%
  • GSEC10.17%
  • NET CURRENT ASSETS9.02%
  • UTTARPRADESH SDL7.88%
  • NCD GODREJ INDUSTRIES LTD7.47%
  • NCD ERIS LIFESCIENCES LTD5.02%
  • NCD CANFIN HOMES LTD4.98%
  • NCD TATA MOTORS LTD4.94%
  • NCD HINDUJA LEYLAND FINANCE LTD3.77%
  • NCD ONE PRIME LTD3.76%
  • RAJASTHAN SDL2.58%
  • NCD POWER FINANCE CORPORATION LTD2.52%
  • NCD TATA PROJECTS LTD2.52%
  • NCD CENTURY TEXTILES & INDUSTRIES LTD2.51%
  • NCD G R INFRAPROJECTS LTD2.49%
  • NCD PIRAMAL CAPITAL AND HOUSING FINANCE LIMITED2.36%
  • CORPORATE DEBT MARKET DEVT FUND A UNITS0.36%
  • CLEARING CORPORATION OF INDIA LTD STD MARGIN0.08%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Franklin India Income Opportunities Fund - Segregated Portfolio 2 - GrowthFranklin India Income Opportunities Fund - Segregated Portfolio 2 - Growth

DEBT

Low

556.11%

Axis Strategic Bond Fund - Regular Plan - GrowthAxis Strategic Bond Fund - Regular Plan - Growth

DEBT

Moderately High

7.34%

HSBC Medium Duration Fund - Regular Plan - GrowthHSBC Medium Duration Fund - Regular Plan - Growth

DEBT

Moderate

6.92%

Bandhan Bond Fund - Medium Term Plan - Regular Plan - GrowthBandhan Bond Fund - Medium Term Plan - Regular Plan - Growth

DEBT

Moderate

6.92%

DSP Bond Fund - Regular Plan - GrowthDSP Bond Fund - Regular Plan - Growth

DEBT

Moderate

6.89%

Union Medium Duration Fund - Regular Plan - GrowthUnion Medium Duration Fund - Regular Plan - Growth

DEBT

Moderate

6.82%

Aditya Birla Sun Life Medium Term Plan - Regular Plan - GrowthAditya Birla Sun Life Medium Term Plan - Regular Plan - Growth

DEBT

Moderately High

6.59%

Baroda BNP Paribas Medium Duration Fund - Regular Plan - GrowthBaroda BNP Paribas Medium Duration Fund - Regular Plan - Growth

DEBT

Moderate

6.58%

Invesco India Medium Duration Fund - Regular Plan - GrowthInvesco India Medium Duration Fund - Regular Plan - Growth

DEBT

Moderate

6.37%

Sundaram Medium Duration Fund - GrowthSundaram Medium Duration Fund - Growth

DEBT

Moderate

6.25%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Franklin India Income Opportunities Fund - Segregated Portfolio 2 - GrowthFranklin India Income Opportunities Fund - Segregated Portfolio 2 - Growth

DEBT

Low

309.11%

Axis Strategic Bond Fund - Regular Plan - GrowthAxis Strategic Bond Fund - Regular Plan - Growth

DEBT

Moderately High

7.68%

SBI Magnum Medium Duration Fund - Regular Plan - GrowthSBI Magnum Medium Duration Fund - Regular Plan - Growth

DEBT

Moderately High

7.55%

Baroda BNP Paribas Medium Duration Fund - Regular Plan - GrowthBaroda BNP Paribas Medium Duration Fund - Regular Plan - Growth

DEBT

Moderate

7.36%

HSBC Medium Duration Fund - Regular Plan - GrowthHSBC Medium Duration Fund - Regular Plan - Growth

DEBT

Moderate

7.35%

Aditya Birla Sun Life Medium Term Plan - Regular Plan - GrowthAditya Birla Sun Life Medium Term Plan - Regular Plan - Growth

DEBT

Moderately High

7.27%

Union Medium Duration Fund - Regular Plan - GrowthUnion Medium Duration Fund - Regular Plan - Growth

DEBT

Moderate

6.97%

ICICI Prudential Medium Term Bond Fund - GrowthICICI Prudential Medium Term Bond Fund - Growth

DEBT

Moderately High

6.76%

HDFC Medium Term Debt Fund - GrowthHDFC Medium Term Debt Fund - Growth

DEBT

Moderately High

6.57%

Invesco India Medium Duration Fund - Regular Plan - GrowthInvesco India Medium Duration Fund - Regular Plan - Growth

DEBT

Moderate

6.43%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Aditya Birla Sun Life Medium Term Plan - Regular Plan - GrowthAditya Birla Sun Life Medium Term Plan - Regular Plan - Growth

DEBT

Moderately High

12.85%

Axis Strategic Bond Fund - Regular Plan - GrowthAxis Strategic Bond Fund - Regular Plan - Growth

DEBT

Moderately High

5.88%

ICICI Prudential Medium Term Bond Fund - GrowthICICI Prudential Medium Term Bond Fund - Growth

DEBT

Moderately High

5.66%

Kotak Medium Term Fund - GrowthKotak Medium Term Fund - Growth

DEBT

Moderately High

5.63%

SBI Magnum Medium Duration Fund - Regular Plan - GrowthSBI Magnum Medium Duration Fund - Regular Plan - Growth

DEBT

Moderately High

5.40%

HDFC Medium Term Debt Fund - GrowthHDFC Medium Term Debt Fund - Growth

DEBT

Moderately High

5.19%

HSBC Medium Duration Fund - Regular Plan - GrowthHSBC Medium Duration Fund - Regular Plan - Growth

DEBT

Moderate

5.12%

Baroda BNP Paribas Medium Duration Fund - Regular Plan - GrowthBaroda BNP Paribas Medium Duration Fund - Regular Plan - Growth

DEBT

Moderate

4.68%

Union Medium Duration Fund - Regular Plan - GrowthUnion Medium Duration Fund - Regular Plan - Growth

DEBT

Moderate

4.50%

Sundaram Medium Duration Fund - GrowthSundaram Medium Duration Fund - Growth

DEBT

Moderate

3.53%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Aditya Birla Sun Life Medium Term Plan - Regular Plan - GrowthAditya Birla Sun Life Medium Term Plan - Regular Plan - Growth

DEBT

Moderately High

8.58%

SBI Magnum Medium Duration Fund - Regular Plan - GrowthSBI Magnum Medium Duration Fund - Regular Plan - Growth

DEBT

Moderately High

7.67%

ICICI Prudential Medium Term Bond Fund - GrowthICICI Prudential Medium Term Bond Fund - Growth

DEBT

Moderately High

7.28%

Axis Strategic Bond Fund - Regular Plan - GrowthAxis Strategic Bond Fund - Regular Plan - Growth

DEBT

Moderately High

6.87%

HSBC Medium Duration Fund - Regular Plan - GrowthHSBC Medium Duration Fund - Regular Plan - Growth

DEBT

Moderate

6.44%

Kotak Medium Term Fund - GrowthKotak Medium Term Fund - Growth

DEBT

Moderately High

6.35%

DSP Bond Fund - Regular Plan - GrowthDSP Bond Fund - Regular Plan - Growth

DEBT

Moderate

5.35%

Sundaram Medium Duration Fund - GrowthSundaram Medium Duration Fund - Growth

DEBT

Moderate

4.03%

Baroda BNP Paribas Medium Duration Fund - Regular Plan - GrowthBaroda BNP Paribas Medium Duration Fund - Regular Plan - Growth

DEBT

Moderate

3.59%

Nippon India Strategic Debt Fund - GrowthNippon India Strategic Debt Fund - Growth

DEBT

Moderately High

-0.98%

Show all Funds

Fund Managers

RN

Mr. Ritesh NambiarFund Manager

Mr.Ritesh Nambiar joined UTI in 2008. Prior to joining UTI, he has 3 years of experience in CRISIL and TransMarket Group Research . In UTI he has worked in Department of Securities Research and is presently in Department of FundManagement - Debt.

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Compare with similar Funds

UTI Medium Duration Fund - Regular Plan - Growth

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Invesco India Medium Duration Fund - Regular Plan - Growth

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Union Medium Duration Fund - Regular Plan - Growth

UTI Medium Duration Fund - Regular Plan - Growth

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Aditya Birla Sun Life Medium Term Plan - Regular Plan - Growth

UTI Medium Duration Fund - Regular Plan - Growth

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Baroda BNP Paribas Medium Duration Fund - Regular Plan - Growth

UTI Medium Duration Fund - Regular Plan - Growth

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SBI Magnum Medium Duration Fund - Regular Plan - Growth

UTI Medium Duration Fund - Regular Plan - Growth

vs

HSBC Medium Duration Fund - Regular Plan - Growth

UTI Medium Duration Fund - Regular Plan - Growth

vs

Franklin India Income Opportunities Fund - Growth

UTI Medium Duration Fund - Regular Plan - Growth

vs

Axis Strategic Bond Fund - Regular Plan - Growth

UTI Medium Duration Fund - Regular Plan - Growth

vs

HDFC Medium Term Debt Fund - Growth

UTI Medium Duration Fund - Regular Plan - Growth

vs

ICICI Prudential Medium Term Bond Fund - Growth

FAQ's

What is the risk level associated with the UTI Medium Duration Fund - Regular Plan - Growth?

The UTI Medium Duration Fund - Regular Plan - Growth is a mutual fund with a moderate risk profile.

What is the current NAV (Net Asset Value) of the UTI Medium Duration Fund - Regular Plan - Growth as of Jul 26,2024?

The current NAV of the UTI Medium Duration Fund - Regular Plan - Growth as of Jul 26,2024 is INR 16.97.

What are the returns generated by the UTI Medium Duration Fund - Regular Plan - Growth over the past 1, 3, and 5 years?

The UTI Medium Duration Fund - Regular Plan - Growth has provided returns of 6.08% over 1 year, 5.78% over 3 years, and 4.30% over 5 years.

What is the expense ratio associated with the UTI Medium Duration Fund - Regular Plan - Growth?

The UTI Medium Duration Fund - Regular Plan - Growth has an expense ratio of 1.62%.

What is the minimum investment amount required for the UTI Medium Duration Fund - Regular Plan - Growth?

The minimum investment amount for the UTI Medium Duration Fund - Regular Plan - Growth is INR 500.

Is there a systematic investment plan (SIP) available for the UTI Medium Duration Fund - Regular Plan - Growth?

Yes, you can invest in the UTI Medium Duration Fund - Regular Plan - Growth through a Systematic Investment Plan (SIP) with a minimum investment of INR 500 per month.

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