UTI Medium to Long Duration Fund Regular Plan-Growth
UTI Medium to Long Duration Fund Regular Plan-Growth: Mutual Fund Overview
UTI Medium to Long Duration Fund Regular Plan-Growth is an Medium to Long Duration mutual fund with over 27.85 years of performance history. The scheme manages an AUM of ₹306.35 Cr and has a NAV of ₹74.1765. It is rated '3' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 3.58%.
Debt, Medium to Long Duration, Principal at moderately high risk
1 Year Return 3.58% at 24 Mar 2026 03:53 PM
Fund Details
NAV 74.1765
Sub-Type Medium to Long Duration
Rating 3
Min. SIP Amount ₹500.0
Fund Age(Year) 27.85
Fund Size(in Crores) 306.35
Fund Performance
1 Month -0.44%
3 Month 0.22%
6 Month 0.74%
1 Year 3.58%
3 Year 6.28%
5 Year 8.05%
Know This Fund
As on 24 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Chemicals 0.01 Top Holding
Debt & Others (100%) Sector Allocation Securitised Debt 10.98 Bonds/NCDs 4.93 CBLO 0.02 Debt Credit Ratings SOV 49.15 AAA 23.14 AA+ 12.42 AA 9.86 Cash & Call Money 5.11 Debt Category Poonawalla Fincorp 2.28 Maharashtra State 1.68 LIC Housing Fin. 8.26 Madhya Pradesh State 1.05
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Income Fund Regular-Growth Ret 1M -0.85% Ret 1Y 2.56% Ret 3Y 5.98% Ret 5Y 5.37%
Equity, Flexi Cap funds Aditya Birla Sun Life Income Fund Regular-IDCW Ret 1M -0.85% Ret 1Y 2.56% Ret 3Y 5.98% Ret 5Y 5.37%
Equity, Flexi Cap funds Aditya Birla Sun Life Income Fund Regular-IDCW Quarterly Ret 1M -0.85% Ret 1Y 2.56% Ret 3Y 5.98% Ret 5Y 5.37%
Equity, Flexi Cap funds Aditya Birla Sun Life Income Fund Regular-IDCW Quarterly Reinvestment Ret 1M -0.85% Ret 1Y 2.56% Ret 3Y 5.98% Ret 5Y 5.37%
Equity, Flexi Cap funds Aditya Birla Sun Life Income Fund Regular-IDCW Reinvestment Ret 1M -0.85% Ret 1Y 2.56% Ret 3Y 5.98% Ret 5Y 5.37%
Equity, Flexi Cap funds Bandhan Medium to Long Duration Fund Regular-Growth Ret 1M 0.0% Ret 1Y 2.86% Ret 3Y 5.62% Ret 5Y 4.42%
Equity, Flexi Cap funds Bandhan Medium to Long Duration Fund Regular-IDCW Half Yearly Ret 1M 0.0% Ret 1Y 2.86% Ret 3Y 5.62% Ret 5Y 4.42%
Equity, Flexi Cap funds Bandhan Medium to Long Duration Fund Regular-IDCW Half Yearly Reinvestment Ret 1M 0.0% Ret 1Y 2.86% Ret 3Y 5.62% Ret 5Y 4.42%
Equity, Flexi Cap funds Bandhan Medium to Long Duration Fund Regular-IDCW Periodic Ret 1M 0.0% Ret 1Y 2.86% Ret 3Y 5.62% Ret 5Y 4.42%
Equity, Flexi Cap funds Bandhan Medium to Long Duration Fund Regular-IDCW Periodic Reinvestment Ret 1M 0.0% Ret 1Y 2.86% Ret 3Y 5.62% Ret 5Y 4.42%
Equity, Flexi Cap funds Bandhan Medium to Long Duration Fund Regular-IDCW Quarterly Ret 1M 0.0% Ret 1Y 2.86% Ret 3Y 5.62% Ret 5Y 4.42%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.62%
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 moderately high risk
AMC and Fund details
Rank (total sets) 10
Date of Incorporation 1998-05-17
Total AUM 396376.12
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.
Take Your Next Step
UTI Medium to Long Duration Fund Regular Plan-Growth FAQs
How to invest in UTI Medium to Long Duration Fund Regular Plan-Growth?
Investing in UTI Medium to Long Duration Fund Regular Plan-Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for UTI Medium to Long Duration Fund Regular Plan-Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of UTI Medium to Long Duration Fund Regular Plan-Growth?
The term expense ratio for UTI Medium to Long Duration Fund Regular Plan-Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of UTI Medium to Long Duration Fund Regular Plan-Growth is 1.62% as of 24 Mar 2026.
What is the NAV of UTI Medium to Long Duration Fund Regular Plan-Growth?
The NAV of UTI Medium to Long Duration Fund Regular Plan-Growth is ₹74.1765 as of 24 Mar 2026.
What is the AUM of UTI Medium to Long Duration Fund Regular Plan-Growth?
The AUM (Assets Under Management) of UTI Medium to Long Duration Fund Regular Plan-Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of UTI Medium to Long Duration Fund Regular Plan-Growth is ₹306.35 Cr as of 24 Mar 2026.
What is the PE and PB ratio of UTI Medium to Long Duration Fund Regular Plan-Growth?
The PE ratio of UTI Medium to Long Duration Fund Regular Plan-Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in UTI Medium to Long Duration Fund Regular Plan-Growth?
Yes, you can invest in UTI Medium to Long Duration Fund Regular Plan-Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of UTI Medium to Long Duration Fund Regular Plan-Growth in the last 5 years?
The return of UTI Medium to Long Duration Fund Regular Plan-Growth in the last 5 years is 8.05%.
What is the minimum SIP investment required in UTI Medium to Long Duration Fund Regular Plan-Growth?
The minimum SIP investment in UTI Medium to Long Duration Fund Regular Plan-Growth depends on the fund's scheme rules and usually starts at a small amount. For UTI Medium to Long Duration Fund Regular Plan-Growth, the minimum SIP amount is ₹500.0.
What is the current NAV of UTI Medium to Long Duration Fund Regular Plan-Growth?
The NAV of UTI Medium to Long Duration Fund Regular Plan-Growth, as of 24 Mar 2026, is ₹74.1765.
Who manages the UTI Medium to Long Duration Fund Regular Plan-Growth?
The fund managers responsible for UTI Medium to Long Duration Fund Regular Plan-Growth are:
- Sunil Madhukar Patil
- Amit Sharma