UTI Medium to Long Duration Fund - Direct Plan - Growth

Debt

Medium to Long Duration

Moderate Risk

Rs 81.02

-0.01

NAV as on Nov 7, 2025

Growth Direct

IDCW Direct

Benchmark

CRISIL Medium To Long Term Debt Index

Expense Ratio

1.21%

Fund Category

Debt - Medium to Long Duration

Fund Size

Rs 319 Crores

Exit Load

0.00%

Min. Investment

Rs 1,000

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Sector Allocation

UTI Medium to Long Duration Fund - Direct Plan - Growth Fund Details

Investment Objective - Open-end 100% pure debt fund, which invests in rated corporate debt papers and government securities with relatively low risk and easy liquidity.

Fund House

UTI Mutual Fund

Return Since Launch

17.67%

Launch Date

Jan 1, 2013

Type

Open Ended

Riskometer

Moderate

Ratio Analysis

Standard Deviation

3.21

Category Avg

Top Holdings

Name	Assets (%)	Sector	Instrument
LIC Housing Finance Ltd.	8.02	Finance	Non Convertible Debentures
HDB Financial Services Ltd.	7.91	Finance	Non Convertible Debentures
Cholamandalam Investment & Finance Company Ltd.	4.79	Finance	Non Convertible Debentures
Bajaj Finance Ltd.	2.21	Finance	Non Convertible Debentures

Nov 7, 2025

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	0.29	0.41	1.12	1.20	8.14	7.68	8.43	6.11	17.67
Category Average (%)	0.17	0.21	0.79	1.02	6.54	7.00	5.19	NA	6.95
Rank within Category	23	21	22	36	36	32	10	27	4

* 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(%)
ICICI Prudential Bond Fund	43.21	2,900	0.11	0.19	0.75	1.54	7.53	8.30	6.29	7.73	12.06	0.62
SBI Magnum Income Fund	77.42	2,179	0.17	0.31	1.13	1.56	7.21	8.22	6.35	8.15	17.26	0.77
Aditya Birla Sun Life Income Fund	136.68	2,066	0.10	0.15	0.67	0.76	6.24	7.57	5.86	7.56	22.56	0.74
Kotak Bond Fund	87.34	2,065	0.15	0.14	0.88	1.40	6.91	8.21	6.31	7.62	18.36	0.70
HDFC Income Fund	65.04	941	0.30	0.08	0.72	0.67	6.62	7.95	5.79	6.77	15.68	0.80
Bandhan Bond Fund Income Plan	71.47	484	0.28	0.31	1.01	0.55	5.21	7.10	4.78	7.08	16.53	1.32
Nippon India Medium to Long Duration Fund	101.08	431	0.04	0.00	0.73	0.59	6.20	7.89	5.95	7.71	19.72	0.67
UTI Medium to Long Duration Fund	81.02	319	0.29	0.41	1.12	1.20	6.93	7.68	8.43	6.11	17.67	1.21
LIC MF Medium to Long Duration Fund	79.18	204	0.24	0.39	0.83	1.69	7.91	8.61	5.90	6.94	17.46	0.21
Canara Robeco Income Fund	62.78	123	0.14	0.01	0.69	0.88	6.13	7.49	5.46	7.25	15.36	0.78

View All

Nov 7, 2025

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹5,347 (+6.93%)

Fund Manager

Sunil Patil

Mr. Sunil Patil is an M.Com, MFM and is a certified CA LLB-I. Mr. Patil has total experience of 16 years with UTI in primary market investment and dealing and 7 years experience in fund management.

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Here is the list of funds managed by Sunil Patil

Scheme Name(Growth Direct)	Category	NAV(Rs)	AUM(Rs Cr)	1Y(%)	5Y(%)
UTI Aggressive Hybrid Fund	Hybrid - Aggressive	441.37	6,379	4.12	19.96
UTI Retirement Fund	Solution Oriented - Retirement	54.35	4,659	5.36	13.97
UTI Childrens Hybrid Fund	Solution Oriented - Children	41.64	4,508	4.65	10.94
UTI Equity Savings Fund	Hybrid - Equity Savings	19.86	733	7.45	12.50
UTI Fixed Term Income Fund Series XXXV - Plan I	Debt - FMP	12.41	335	7.22	NA
UTI CRISIL SDL Maturity April 2033 Index Fund	Others - Index Funds/ETFs	12.60	329	7.32	NA
UTI Medium to Long Duration Fund	Debt - Medium to Long Duration	81.02	319	6.93	8.43
UTI Credit Risk Fund	Debt - Credit Risk	19.81	262	8.31	10.15
UTI Fixed Term Income Fund Series XXXV - Plan II	Debt - FMP	12.29	187	7.23	NA
UTI NIFTY SDL Plus AAA PSU Bond Apr 2026 75 25 Index Fund	Others - Index Funds/ETFs	12.21	171	7.27	NA

View All

Nov 7, 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	4,413.24	30,785	0.09	0.48	1.46	3.05	6.76	7.09	5.80	6.25	12.23	0.15
UTI Flexi Cap Fund	349.76	25,187	-1.01	-0.43	1.68	4.90	3.20	11.15	14.57	13.28	31.85	1.00
UTI Nifty 50 Index Fund	178.09	24,336	-0.86	1.65	3.88	5.31	6.45	12.92	16.88	13.44	25.11	0.17
UTI Money Market Fund	3,197.40	20,360	0.12	0.49	1.50	3.40	7.73	7.69	6.27	6.87	9.46	0.14
UTI Large Cap Fund	305.08	12,947	-0.75	0.91	3.39	4.84	5.38	12.96	16.77	13.17	30.46	0.92
UTI Mid Cap Fund	339.46	11,666	-0.86	0.70	2.72	10.27	0.13	16.96	22.70	15.56	31.55	0.92