UTI Medium Duration Fund - Regular Plan

Debt

Medium Duration

Moderate Risk

Rs 18.61

0.02

NAV as on Nov 19, 2025

Growth Direct

Growth Regular

Benchmark

NIFTY Medium Duration Debt Index A-III

Expense Ratio

1.49%

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 - Regular Plan 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

6.02%

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 (%)	-0.01	0.39	1.60	1.86	7.37	6.98	5.86	5.85	6.02
Category Average (%)	0.06	0.48	1.92	2.77	8.44	7.76	6.28	NA	7.17
Rank within Category	34	74	71	65	54	46	38	25	33

* Returns over 1 year are CAGR

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Peer Comparision

Scheme Name(Growth Regular)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
SBI Magnum Medium Duration Fund	52.44	6,886	0.16	0.61	2.02	2.50	7.98	7.72	6.07	8.05	7.81	1.17
ICICI Prudential Medium Term Bond Fund	46.32	5,757	0.13	0.68	2.48	3.72	9.18	8.05	6.73	7.46	7.50	1.38
HDFC Medium Term Debt Fund	57.71	3,895	0.07	0.47	1.91	2.53	7.91	7.55	6.13	7.17	7.64	1.33
Aditya Birla Sun Life Medium Term Plan	41.08	2,807	0.06	0.55	2.15	3.52	11.51	9.54	12.47	8.53	8.85	1.57
Kotak Medium Term Fund	23.52	2,082	0.03	0.69	2.63	3.70	9.00	8.06	6.40	7.05	7.61	1.63
Axis Strategic Bond Fund	28.80	1,928	0.07	0.51	2.04	3.02	8.71	8.12	6.72	7.58	8.06	1.32
Bandhan Bond Fund Medium Term Plan	46.56	1,427	-0.06	0.25	1.50	1.64	7.23	6.97	4.93	6.55	7.11	1.36
HSBC Medium Duration Fund	20.94	782	0.03	0.41	1.80	2.51	8.33	7.78	6.21	6.83	7.08	1.02
DSP Bond Fund	83.91	318	0.07	0.44	1.71	2.48	8.33	7.69	5.91	6.23	7.73	0.81
Invesco India Medium Duration Fund	1,262.22	174	0.01	0.34	1.52	1.72	7.28	7.03	NA	NA	5.51	1.24

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 ₹5,354 (+7.08%)

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 Regular)	Category	NAV(Rs)	AUM(Rs Cr)	1Y(%)	5Y(%)
Tata Liquid Fund	Debt - Liquid	4,204.27	22,366	6.64	5.67
Tata Ultra Short Term Fund	Debt - Ultra Short Duration	14.49	5,491	6.72	5.38
Tata Corporate Bond Fund	Debt - Corporate Bond	12.66	4,240	7.60	NA
UTI Ultra Short Duration Fund - Institutional Plan	Debt - Ultra Short Duration	3,107.51	4,097	6.80	6.29
UTI Ultra Short Duration Fund	Debt - Ultra Short Duration	4,336.85	4,097	6.80	6.14
Tata Short Term Bond Fund	Debt - Short Duration	48.94	3,436	7.32	5.30
UTI Short Duration Fund - Retail Plan	Debt - Short Duration	45.77	3,381	7.83	6.63
UTI Short Duration Fund	Debt - Short Duration	32.51	3,381	7.83	6.91
Tata Treasury Advantage Fund	Debt - Low Duration	4,029.04	3,357	7.36	5.79
Tata Income Plus Arbitrage Active FOF	Others - Fund of Funds	10.24	329	NA	NA

View All

Nov 19, 2025

Top Performing Related Funds

Scheme Name(Growth Regular)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
UTI Nifty 50 ETF	286.51	67,583	0.67	1.46	4.46	5.38	12.11	13.72	16.04	13.80	73.93	0.05
UTI BSE Sensex ETF	936.70	52,973	0.83	1.60	4.51	4.79	11.06	12.69	15.05	13.72	55.91	0.05
UTI Liquid Fund	4,379.36	28,885	0.10	0.49	1.44	2.98	6.64	6.99	5.72	6.17	6.96	0.24
UTI Liquid Fund - Retail Plan	3,974.00	28,885	0.10	0.49	1.44	2.98	6.64	6.63	5.28	5.64	6.35	0.24
UTI Flexi Cap Fund	329.28	25,757	0.43	-1.16	0.81	2.94	6.09	11.24	13.10	12.78	11.03	1.66
UTI Nifty 50 Index Fund	179.43	25,748	0.67	1.43	4.39	5.24	11.83	13.39	16.32	13.74	11.91	0.29