UTI Medium to Long Duration Fund Direct-Growth
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Debt, Medium to Long Duration, Principal at moderate risk
1 Year Return 5.93% at 22 Dec 2025 06:23 PM
Fund Details
NAV 80.8761
Sub-Type Medium to Long Duration
Rating 3
Min. SIP Amount ₹500.0
Fund Age(Year) 12.97
Fund Size(in Crores) 312.6
Fund Performance
1 Month -0.21%
3 Month 0.84%
6 Month 1.15%
1 Year 5.93%
3 Year 7.12%
5 Year 8.34%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (92.28%) Market Cap Mid Cap 31.9 Large Cap 25.29 Small Cap 35.08 Top Sectors Services 20.17 Financial 19.86 Capital Goods 15.3 Automobile 8.09 Consumer Discretionary 6.99 Healthcare 5.71 Materials 4.43 Metals & Mining 3.46 Textiles 3.24 Consumer Staples 2.99 Technology 2.03 Top Holding TVS Motor Company - Pref. Shares 0.02 State Bank of India 5.36 One97 Communications 4.22 Eternal 2.97 Polycab India 2.63 Billionbrains Garage Ventures 3.36 V2 Retail 2.17 Ather Energy 5.11 Bharat Electronics 3.18 Bharat Dynamics 2.81 MCX 5.42 Jain Resource Recycling 3.46 Gokaldas Exports 3.24 Muthoot Finance 4.32 Angel One 2.92 WeWork India Management 2.88 Physicswallah 2.51 Sonata Software 2.03 LG Electronics India 3.88 Aster DM Healthcare 2.84 Amber Enterprises India 3.11 Bharat Heavy Electricals 3.31 Healthcare Global Enterprises 2.87 GE Vernova T&D 3.38 TVS Motor Company 2.95 Radico Khaitan 2.99 Shaily Eng Plastics 4.43 L&T Fin 3.9
Debt & Others (7.72%) Sector Allocation Reverse Repo/CBLO 3.68 Net Receivables 4.04 Debt Credit Ratings Debt Category Others 7.72
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Income Fund Regular-Growth Ret 1M 0.0% Ret 1Y 5.09% Ret 3Y 6.63% Ret 5Y 5.29%
Equity, Flexi Cap funds Aditya Birla Sun Life Income Fund Regular-IDCW Ret 1M 0.0% Ret 1Y 5.09% Ret 3Y 6.63% Ret 5Y 5.29%
Equity, Flexi Cap funds Aditya Birla Sun Life Income Fund Regular-IDCW Quarterly Ret 1M 0.0% Ret 1Y 5.09% Ret 3Y 6.63% Ret 5Y 5.29%
Equity, Flexi Cap funds Aditya Birla Sun Life Income Fund Regular-IDCW Quarterly Reinvestment Ret 1M 0.0% Ret 1Y 5.09% Ret 3Y 6.63% Ret 5Y 5.29%
Equity, Flexi Cap funds Aditya Birla Sun Life Income Fund Regular-IDCW Reinvestment Ret 1M 0.0% Ret 1Y 5.09% Ret 3Y 6.63% Ret 5Y 5.29%
Equity, Flexi Cap funds Bandhan Medium to Long Duration Fund Regular-Growth Ret 1M -0.06% Ret 1Y 4.01% Ret 3Y 5.87% Ret 5Y 3.97%
Equity, Flexi Cap funds Bandhan Medium to Long Duration Fund Regular-IDCW Half Yearly Ret 1M -0.06% Ret 1Y 4.01% Ret 3Y 5.87% Ret 5Y 3.97%
Equity, Flexi Cap funds Bandhan Medium to Long Duration Fund Regular-IDCW Half Yearly Reinvestment Ret 1M -0.06% Ret 1Y 4.01% Ret 3Y 5.87% Ret 5Y 3.97%
Equity, Flexi Cap funds Bandhan Medium to Long Duration Fund Regular-IDCW Periodic Ret 1M -0.06% Ret 1Y 4.01% Ret 3Y 5.87% Ret 5Y 3.97%
Equity, Flexi Cap funds Bandhan Medium to Long Duration Fund Regular-IDCW Periodic Reinvestment Ret 1M -0.06% Ret 1Y 4.01% Ret 3Y 5.87% Ret 5Y 3.97%
Equity, Flexi Cap funds Bandhan Medium to Long Duration Fund Regular-IDCW Quarterly Ret 1M -0.06% Ret 1Y 4.01% Ret 3Y 5.87% Ret 5Y 3.97%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.24%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Sunil Madhukar Patil
Education Mr. Patil is MMF, Finance
Experience He joined UTI AMC in October 1989. He has overall 32 years of experience in Primary Market Investment / Dealing and Fund Management.
Amit Sharma
Education Mr. Sharma is a B.Com, CA, FRM
Experience He has been associated with the Dept. of Fund Management of UTI for the past 5 years.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at moderate risk
AMC and Fund details
Rank (total sets) 10
Date of Incorporation 2013-01-01
Total AUM 2025-11-30
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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