Uti Medium To Long Duration Fund Regular Plan Growth

Risk: Moderate
₹ 68.05
NAV (Jul 25,2024)

The UTI Medium to Long Duration Fund - Regular Plan - Growth is a mutual fund scheme with an expense ratio of 1.62%. With an established date of June 17, 1998, this fund aims to deliver long-term capital appreciation by investing in a mix of debt and money market instruments. The minimum investment required is Rs. 500, and there is no lock-in period for this scheme. As of now, the scheme's assets under management stand at Rs. 302.35 crores.

Uti Medium To Long Duration Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Uti Medium To Long 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

    0.06
  • Sortino
    UM_URBAN_MONEY

    0.09

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.62%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 300.37 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₹ 10,265.76 (2.66%)₹ 10,434.62 (4.35%)₹ 10,654.38 (6.54%)₹ 13,330.58 (33.31%)₹ 13,424.77 (34.25%)
₹ 30,000₹ 30,797.28 (2.66%)₹ 31,303.86 (4.35%)₹ 31,963.14 (6.54%)₹ 39,991.74 (33.31%)₹ 40,274.31 (34.25%)
₹ 50,000₹ 51,328.8 (2.66%)₹ 52,173.1 (4.35%)₹ 53,271.9 (6.54%)₹ 66,652.9 (33.31%)₹ 67,123.85 (34.25%)
₹ 80,000₹ 82,126.08 (2.66%)₹ 83,476.96 (4.35%)₹ 85,235.04 (6.54%)₹ 1,06,644.64 (33.31%)₹ 1,07,398.16 (34.25%)
₹ 1,00,000₹ 1,02,657.6 (2.66%)₹ 1,04,346.2 (4.35%)₹ 1,06,543.8 (6.54%)₹ 1,33,305.8 (33.31%)₹ 1,34,247.7 (34.25%)

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 MAT64.62%
  • NCD POWER FINANCE CORPORATION LTD8.37%
  • NCD LIC HOUSING FINANCE LTD8.30%
  • NCD JAMNAGAR UTILITIES AND POWER PRIVATE LIMITED6.69%
  • NET CURRENT ASSETS4.81%
  • RAJASTHAN SDL1.71%
  • MH SDL MAT1.70%
  • NCD REC LTD1.69%
  • GSEC1.68%
  • CORPORATE DEBT MARKET DEVT FUND A UNITS0.26%
  • CLEARING CORPORATION OF INDIA LTD STD MARGIN0.17%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

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

HDFC Income Fund - GrowthHDFC Income Fund - Growth

DEBT

Moderate

10.54%

Kotak Bond Fund - Regular Plan - GrowthKotak Bond Fund - Regular Plan - Growth

DEBT

Moderate

8.95%

JM Medium to Long Duration Fund - Regular Plan - GrowthJM Medium to Long Duration Fund - Regular Plan - Growth

DEBT

Moderate

8.33%

ICICI Prudential Bond Fund - GrowthICICI Prudential Bond Fund - Growth

DEBT

Moderate

7.76%

Nippon India Income Fund - GrowthNippon India Income Fund - Growth

DEBT

Moderate

7.60%

Bandhan Bond Fund - Income Plan - Regular Plan - GrowthBandhan Bond Fund - Income Plan - Regular Plan - Growth

DEBT

Moderate

7.41%

SBI Magnum Income Fund - Regular Plan - GrowthSBI Magnum Income Fund - Regular Plan - Growth

DEBT

Moderately High

7.32%

Aditya Birla Sun Life Income Fund - GrowthAditya Birla Sun Life Income Fund - Growth

DEBT

Moderate

6.94%

Canara Robeco Income Fund - Regular Plan - GrowthCanara Robeco Income Fund - Regular Plan - Growth

DEBT

Moderate

6.70%

HSBC Medium to Long Duration Fund Fund - GrowthHSBC Medium to Long Duration Fund Fund - Growth

DEBT

Moderate

6.68%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Bond Fund - GrowthICICI Prudential Bond Fund - Growth

DEBT

Moderate

8.18%

SBI Magnum Income Fund - Regular Plan - GrowthSBI Magnum Income Fund - Regular Plan - Growth

DEBT

Moderately High

7.76%

Nippon India Income Fund - GrowthNippon India Income Fund - Growth

DEBT

Moderate

7.68%

Kotak Bond Fund - Regular Plan - GrowthKotak Bond Fund - Regular Plan - Growth

DEBT

Moderate

7.34%

Aditya Birla Sun Life Income Fund - GrowthAditya Birla Sun Life Income Fund - Growth

DEBT

Moderate

7.23%

Bandhan Bond Fund - Income Plan - Regular Plan - GrowthBandhan Bond Fund - Income Plan - Regular Plan - Growth

DEBT

Moderate

6.93%

JM Medium to Long Duration Fund - Regular Plan - GrowthJM Medium to Long Duration Fund - Regular Plan - Growth

DEBT

Moderate

6.78%

HDFC Income Fund - GrowthHDFC Income Fund - Growth

DEBT

Moderate

6.53%

Canara Robeco Income Fund - Regular Plan - GrowthCanara Robeco Income Fund - Regular Plan - Growth

DEBT

Moderate

6.39%

HSBC Medium to Long Duration Fund Fund - GrowthHSBC Medium to Long Duration Fund Fund - Growth

DEBT

Moderate

6.32%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Kotak Bond Fund - Regular Plan - GrowthKotak Bond Fund - Regular Plan - Growth

DEBT

Moderate

5.30%

Aditya Birla Sun Life Income Fund - GrowthAditya Birla Sun Life Income Fund - Growth

DEBT

Moderate

5.25%

ICICI Prudential Bond Fund - GrowthICICI Prudential Bond Fund - Growth

DEBT

Moderate

5.18%

LIC MF Medium to Long Duration Fund - Regular Plan - GrowthLIC MF Medium to Long Duration Fund - Regular Plan - Growth

DEBT

Moderate

5.07%

Nippon India Income Fund - GrowthNippon India Income Fund - Growth

DEBT

Moderate

4.89%

JM Medium to Long Duration Fund - Regular Plan - GrowthJM Medium to Long Duration Fund - Regular Plan - Growth

DEBT

Moderate

4.46%

HDFC Income Fund - GrowthHDFC Income Fund - Growth

DEBT

Moderate

4.14%

Canara Robeco Income Fund - Regular Plan - GrowthCanara Robeco Income Fund - Regular Plan - Growth

DEBT

Moderate

3.91%

Bandhan Bond Fund - Income Plan - Regular Plan - GrowthBandhan Bond Fund - Income Plan - Regular Plan - Growth

DEBT

Moderate

3.81%

HSBC Medium to Long Duration Fund Fund - GrowthHSBC Medium to Long Duration Fund Fund - Growth

DEBT

Moderate

3.57%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Bond Fund - GrowthICICI Prudential Bond Fund - Growth

DEBT

Moderate

7.31%

Aditya Birla Sun Life Income Fund - GrowthAditya Birla Sun Life Income Fund - Growth

DEBT

Moderate

7.28%

Nippon India Income Fund - GrowthNippon India Income Fund - Growth

DEBT

Moderate

7.02%

Bandhan Bond Fund - Income Plan - Regular Plan - GrowthBandhan Bond Fund - Income Plan - Regular Plan - Growth

DEBT

Moderate

6.37%

Canara Robeco Income Fund - Regular Plan - GrowthCanara Robeco Income Fund - Regular Plan - Growth

DEBT

Moderate

6.11%

Kotak Bond Fund - Regular Plan - GrowthKotak Bond Fund - Regular Plan - Growth

DEBT

Moderate

5.97%

HSBC Medium to Long Duration Fund Fund - GrowthHSBC Medium to Long Duration Fund Fund - Growth

DEBT

Moderate

5.65%

HDFC Income Fund - GrowthHDFC Income Fund - Growth

DEBT

Moderate

5.45%

LIC MF Medium to Long Duration Fund - Regular Plan - GrowthLIC MF Medium to Long Duration Fund - Regular Plan - Growth

DEBT

Moderate

5.34%

JM Medium to Long Duration Fund - Regular Plan - GrowthJM Medium to Long Duration Fund - Regular Plan - Growth

DEBT

Moderate

4.07%

Show all Funds

Fund Managers

SP

Shri Sunil PatilFund Manager

Shri Sunil Patil joined UTI AMC in October 1989.He has 16 years of experience in Primary Market Investment and Dealing and 7 years of experience in Fund Management.

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Compare with similar Funds

UTI Medium to Long Duration Fund - Regular Plan - Growth

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UTI Medium to Long Duration Fund - Regular Plan - Growth

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Aditya Birla Sun Life Income Fund - Growth

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HSBC Medium to Long Duration Fund Fund - Growth

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vs

SBI Magnum Income Fund - Regular Plan - Growth

FAQ's

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

The UTI Medium to Long Duration Fund - Regular Plan - Growth is a Moderate risk mutual fund.

What is the current NAV (Net Asset Value) of the UTI Medium to Long Duration Fund - Regular Plan - Growth as of Jul 25,2024?

The current NAV of the UTI Medium to Long Duration Fund - Regular Plan - Growth as of Jul 25,2024 is INR 68.05.

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

The UTI Medium to Long Duration Fund - Regular Plan - Growth has delivered returns of 5.16% in the past year, 9.36% in the past 3 years, and 5.26% in the past 5 years.

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

The UTI Medium to Long Duration Fund - Regular Plan - Growth has an expense ratio of 1.63%.

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

The UTI Medium to Long Duration Fund - Regular Plan - Growth requires a minimum investment of INR 500.

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

Yes, SIP is offered for the UTI Medium to Long Duration Fund - Regular Plan - Growth with a minimum investment of INR 500 per month.

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