UTI Medium to Long Duration Fund - Growth - Regular Plan

Debt

Medium to Long Duration

Moderate Risk

Rs 74.01

0.07

NAV as on Dec 23, 2025

Growth Regular

Benchmark

Crisil Composite Bond Fund Index

Expense Ratio

1.62%

Fund Category

Debt - Medium to Long Duration

Fund Size

Rs 311 Crores

Exit Load

0.00%

Min. Investment

Rs 1,000

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Sector Allocation

UTI Medium to Long Duration Fund - Growth - Regular Plan 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

7.56%

Launch Date

May 4, 1998

Type

Open Ended

Riskometer

Moderate

Ratio Analysis

Standard Deviation

3.12

Category Avg

Top Holdings

Name	Assets (%)	Sector	Instrument
LIC Housing Finance Ltd.	8.16	Finance	Non Convertible Debentures
Muthoot Finance Ltd.	5.77	Finance	Non Convertible Debentures
Cholamandalam Investment & Finance Company Ltd.	4.89	Finance	Non Convertible Debentures
Bajaj Finance Ltd.	2.25	Finance	Non Convertible Debentures

Dec 23, 2025

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	-0.07	-0.34	0.53	0.81	6.90	6.68	7.92	5.49	7.56
Category Average (%)	-0.14	-0.16	0.63	0.94	5.66	6.51	5.08	NA	6.85
Rank within Category	45	119	74	60	58	49	12	37	29

* 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(%)
ICICI Prudential Bond Fund	40.85	2,915	-0.06	0.15	1.11	1.27	6.44	7.54	5.75	7.19	8.45	1.03
SBI Magnum Income Fund	71.51	2,160	-0.12	-0.17	0.71	1.17	5.62	6.97	5.52	7.43	7.53	1.47
Aditya Birla Sun Life Income Fund	126.32	2,100	-0.13	-0.17	0.53	0.71	4.92	6.59	5.27	6.97	8.78	1.11
Kotak Bond Fund	77.44	2,052	-0.07	-0.23	0.73	0.73	5.14	6.67	4.86	6.61	8.16	1.66
HDFC Income Fund	58.55	883	-0.22	-0.27	0.29	0.49	5.05	6.65	4.63	5.96	7.24	1.39
Bandhan Medium to Long Duration Fund	65.03	479	-0.18	-0.19	0.37	0.88	3.89	5.85	3.93	6.34	7.63	1.98
Nippon India Medium to Long Duration Fund	90.00	413	-0.20	-0.10	0.59	0.49	4.54	6.44	4.82	6.76	8.17	1.53
UTI Medium to Long Duration Fund - Growth	74.01	311	-0.07	-0.34	0.53	0.81	5.31	6.68	7.92	5.49	7.56	1.62
LIC MF Medium to Long Duration Fund	73.04	200	-0.23	-0.27	0.50	0.50	5.73	7.06	5.07	6.27	7.86	1.22
Canara Robeco Income Fund	55.62	121	-0.13	-0.22	0.03	0.42	4.12	5.75	4.17	6.18	7.65	1.91

View All

Dec 23, 2025

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹5,266 (+5.31%)

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 Regular)	Category	NAV(Rs)	AUM(Rs Cr)	1Y(%)	5Y(%)
UTI Aggressive Hybrid Fund	Hybrid - Aggressive	420.31	6,718	6.53	17.61
UTI Retirement Fund	Solution Oriented - Retirement	50.90	4,791	5.95	12.29
UTI Childrens Hybrid Fund	Solution Oriented - Children	40.78	4,559	4.79	9.57
UTI Equity Savings Fund	Hybrid - Equity Savings	19.01	794	8.35	10.90
UTI Fixed Term Income Fund Series XXXV - Plan I	Debt - FMP	12.36	338	6.76	NA
UTI CRISIL SDL Maturity April 2033 Index Fund	Others - Index Funds/ETFs	12.44	323	5.55	NA
UTI Medium to Long Duration Fund - Growth	Debt - Medium to Long Duration	74.01	311	5.31	7.92
UTI Credit Risk Fund	Debt - Credit Risk	17.55	260	7.19	9.24
UTI Fixed Term Income Fund Series XXXV - Plan II	Debt - FMP	12.24	188	6.78	NA
UTI NIFTY SDL Plus AAA PSU Bond Apr 2026 75 25 Index Fund	Others - Index Funds/ETFs	12.21	172	7.01	NA

View All

Dec 23, 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	287.92	69,510	1.39	0.43	4.16	5.52	11.55	14.97	14.69	13.82	73.15	0.05
UTI BSE Sensex ETF	940.53	54,591	1.14	0.35	4.34	5.09	10.16	13.98	13.70	13.76	55.35	0.05
UTI Nifty 50 Index Fund	180.26	26,492	1.38	0.40	4.09	5.37	11.26	14.63	14.97	13.76	11.88	0.31
UTI Flexi Cap Fund	323.75	25,575	0.90	-1.14	-2.08	0.17	1.96	12.27	10.77	12.58	10.94	1.66
UTI Money Market Fund - Retail Plan	7,349.69	21,999	0.09	0.47	1.48	3.01	7.50	7.22	5.83	6.26	7.20	0.06
UTI Money Market Fund	3,180.66	21,999	0.09	0.47	1.48	3.01	7.50	7.55	6.23	6.74	7.28	0.22