UTI Medium Duration Fund Direct-IDCW Monthly Reinvestment
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Debt, Medium Duration, Principal at moderate risk
1 Year Return 7.16% at 22 Dec 2025 06:22 PM
Fund Details
NAV 10.564
Sub-Type Medium Duration
Rating 2
Min. SIP Amount ₹500.0
Fund Age(Year) 10.73
Fund Size(in Crores) 40.35
Fund Performance
1 Month 0.09%
3 Month 1.24%
6 Month 2.21%
1 Year 7.16%
3 Year 7.47%
5 Year 6.51%
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 (99.99%) Market Cap Large Cap 74.67 Small Cap 6.95 Mid Cap 18.37 Top Sectors Consumer Staples 23.32 Materials 18.17 Financial 14.95 Healthcare 9.56 Automobile 6.86 Insurance 6.03 Metals & Mining 3.99 Energy 3.66 Communication 3.41 Chemicals 3.4 Technology 3.37 Consumer Discretionary 3.27 Top Holding HDFC Bank 3.94 ACC 2.96 Apollo Hospitals Enterprise 2.72 Ultratech Cement 2.84 Procter & Gamble Hygiene and Health Care 3.34 Dabur India 3.04 Sun Pharmaceutical Industries 3.74 Bharti Airtel 3.41 Titan Company 3.27 Nestle India 3.66 Coal India 2.91 HDFC Life Insurance 2.92 Maruti Suzuki India 3.37 Pidilite Industries 3.4 Dr. Reddy's Laboratories 3.1 MRF 3.49 SBI Life Insurance Company 3.11 State Bank of India 3.73 Reliance Industries 3.66 Hindustan Unilever 3.21 Britannia Industries 3.04 Shree Cement 2.81 Grasim Industries 2.96 Axis Bank 3.62 Marico 2.99 AIA Engineering 3.99 ICICI Bank 3.65 Tata Consultancy 3.37 ITC 4.05 Asian Paints 3.69
Debt & Others (0.01%) Sector Allocation Net Current Assets 0.01 Debt Credit Ratings Debt Category Others 0.01
Comparison with same funds
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.8%
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.
Abhishek Sonthalia
Education Mr. Sonthalia has done B. Com, Management Programme from NITIE and CFA Charter holder.
Experience Prior to joining UTI Mutual Fund, he has worked with Tata Mutual Fund, CRISIL Ltd. and TCS.
Ritesh Nambiar
Education Mr. Nambiar is an MMS (Finance), CFA and FRM holder.
Experience Prior to joining UTI AMC in March 2008, he was a Fixed Income Analyst with CRISIL Research (January 2007 - March 2008) and a Fixed Income Trader with Eurex, LIFFE and CBOE Desk )(May 2005 - October 2006).
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) 12
Date of Incorporation 2015-03-30
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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