UTI Medium Duration Fund - Direct Plan - Growth

Debt

Medium Duration

Moderate Risk

Rs 20.01

0.02

NAV as on Nov 19, 2025

Growth Direct

Growth Regular

Benchmark

NIFTY Medium Duration Debt Index A-III

Expense Ratio

0.83%

Fund Category

Debt - Medium Duration

Fund Size

Rs 41 Crores

Exit Load

1.00%

Min. Investment

Rs 1,000

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Sector Allocation

UTI Medium Duration Fund - Direct Plan - Growth Fund Details

Investment Objective - The investment objective of the scheme is to generate steady and reasonable income, with low risk and high level of liquidity from a portfolio of money market securities and high quality debt.

Fund House

UTI Mutual Fund

Return Since Launch

6.75%

Launch Date

Mar 25, 2015

Type

Open Ended

Riskometer

Moderate

Ratio Analysis

Standard Deviation

1.79

Category Avg

Top Holdings

Name	Assets (%)	Sector	Instrument
Bajaj Finance Ltd.	7.40	Finance	Non Convertible Debentures

Nov 19, 2025

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	0.00	0.45	1.77	2.20	8.09	7.68	6.55	6.56	6.75
Category Average (%)	0.06	0.48	1.92	2.77	8.44	7.76	6.28	NA	7.17
Rank within Category	25	51	57	54	40	33	24	20	27

* Returns over 1 year are CAGR

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Peer Comparision

Scheme Name(Growth Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
SBI Magnum Medium Duration Fund	56.78	6,886	0.17	0.65	2.15	2.76	8.53	8.29	6.63	8.76	14.51	0.71
ICICI Prudential Medium Term Bond Fund	50.97	5,757	0.14	0.74	2.64	4.06	9.86	8.73	7.43	8.25	13.54	0.74
HDFC Medium Term Debt Fund	62.79	3,895	0.08	0.53	2.08	2.87	8.61	8.28	6.88	7.93	15.32	0.67
Aditya Birla Sun Life Medium Term Plan	44.80	2,807	0.07	0.62	2.35	3.90	12.31	10.33	13.24	9.30	12.34	0.82
Kotak Medium Term Fund	26.24	2,082	0.05	0.77	2.88	4.20	10.05	9.12	7.47	8.09	8.62	0.67
Axis Strategic Bond Fund	31.72	1,928	0.08	0.57	2.20	3.34	9.37	8.84	7.44	8.33	9.38	0.71
Bandhan Bond Fund Medium Term Plan	50.88	1,427	-0.05	0.31	1.68	2.01	8.00	7.73	5.67	7.27	13.46	0.65
HSBC Medium Duration Fund	22.91	782	0.04	0.46	1.95	2.84	9.06	8.54	7.05	7.73	7.98	0.40
DSP Bond Fund	89.22	318	0.08	0.48	1.81	2.67	8.72	8.08	6.29	6.68	18.51	0.40
Invesco India Medium Duration Fund	1,308.89	174	0.03	0.42	1.73	2.12	8.05	7.88	NA	NA	6.40	0.40

View All

Nov 19, 2025

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹5,390 (+7.80%)

Fund Manager

Abhishek Sonthalia

Mr. Abhishek Sonthalia has done B. Com, Management Programme from NITIE and CFA Charter holder. Prior to joining UTI Mutual Fund, he has worked with Tata Mutual Fund, CRISIL Ltd. and TCS.

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Here is the list of funds managed by Abhishek Sonthalia

Scheme Name(Growth Direct)	Category	NAV(Rs)	AUM(Rs Cr)	1Y(%)	5Y(%)
Tata Liquid Fund	Debt - Liquid	4,256.81	22,366	6.77	5.80
Tata Ultra Short Term Fund	Debt - Ultra Short Duration	15.28	5,491	7.63	6.25
Tata Corporate Bond Fund	Debt - Corporate Bond	12.95	4,240	8.17	NA
UTI Ultra Short Duration Fund	Debt - Ultra Short Duration	4,663.96	4,097	7.45	6.74
Tata Short Term Bond Fund	Debt - Short Duration	54.32	3,436	8.20	6.20
UTI Short Duration Fund	Debt - Short Duration	34.66	3,381	8.30	7.50
Tata Treasury Advantage Fund	Debt - Low Duration	4,148.74	3,357	7.71	6.12
Tata Income Plus Arbitrage Active FOF	Others - Fund of Funds	10.26	329	NA	NA
UTI Credit Risk Fund	Debt - Credit Risk	19.84	258	8.29	10.09
UTI Medium Duration Fund	Debt - Medium Duration	20.01	41	7.80	6.55

View All

Nov 19, 2025

Top Performing Related Funds

Scheme Name(Growth Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
UTI Liquid Fund	4,420.46	28,885	0.10	0.50	1.47	3.03	6.73	7.09	5.81	6.25	12.22	0.15
UTI Flexi Cap Fund	353.93	25,757	0.44	-1.10	0.97	3.28	6.77	12.03	13.94	13.49	31.88	1.01
UTI Nifty 50 Index Fund	182.03	25,748	0.67	1.45	4.42	5.29	11.93	13.52	16.44	13.84	25.25	0.17
UTI Money Market Fund	3,204.18	20,352	0.10	0.56	1.53	3.35	7.71	7.69	6.28	6.86	9.45	0.13
UTI Large Cap Fund	311.04	13,241	0.50	0.95	3.29	4.50	10.20	13.55	16.20	13.51	30.57	0.93
UTI Mid Cap Fund	343.61	12,101	0.24	1.53	1.67	6.16	5.38	18.56	21.88	15.60	31.58	0.91