UTI Medium Duration Fund Regular-Growth
UTI Medium Duration Fund Regular-Growth: Mutual Fund Overview
UTI Medium Duration Fund Regular-Growth is an Medium Duration mutual fund with over 10.98 years of performance history. The scheme manages an AUM of ₹38.67 Cr and has a NAV of ₹18.7376. It is rated '1' 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 5.01%.
Debt, Medium Duration, Principal at moderate risk
1 Year Return 5.01% at 24 Mar 2026 03:48 PM
Fund Details
NAV 18.7376
Sub-Type Medium Duration
Rating 1
Min. SIP Amount ₹500.0
Fund Age(Year) 10.98
Fund Size(in Crores) 38.67
Fund Performance
1 Month -0.22%
3 Month 0.71%
6 Month 1.59%
1 Year 5.01%
3 Year 6.55%
5 Year 6.0%
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 Top Holding
Debt & Others (100%) Sector Allocation Securitised Debt 5.17 Bonds/NCDs 2.6 State Development Loan 8.1 Debt Credit Ratings SOV 42.82 AA 24.45 AAA 15.49 Cash & Call Money 10.35 AA+ 5.17 Debt Category Uttar Pradesh State 8.1 360 ONE Wealth 3.91 Shivshakti Securitisation Trust 5.17 Aditya Birla Renewables 2.6
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-Growth Ret 1M -0.35% Ret 1Y 9.09% Ret 3Y 9.69% Ret 5Y 11.82%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Ret 1M -0.35% Ret 1Y 9.09% Ret 3Y 9.69% Ret 5Y 11.82%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Half Yearly Ret 1M -0.35% Ret 1Y 9.09% Ret 3Y 9.69% Ret 5Y 11.82%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Half Yearly Reinvestment Ret 1M -0.35% Ret 1Y 9.09% Ret 3Y 9.69% Ret 5Y 11.82%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Quarterly Ret 1M -0.35% Ret 1Y 9.09% Ret 3Y 9.69% Ret 5Y 11.82%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Quarterly Reinvestment Ret 1M -0.35% Ret 1Y 9.09% Ret 3Y 9.69% Ret 5Y 11.82%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Reinvestment Ret 1M -0.35% Ret 1Y 9.09% Ret 3Y 9.69% Ret 5Y 11.82%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-Bonus Ret 1M -0.24% Ret 1Y 6.89% Ret 3Y 7.74% Ret 5Y 6.7%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-Growth Ret 1M -0.24% Ret 1Y 6.89% Ret 3Y 7.74% Ret 5Y 6.7%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-IDCW Half Yearly Payout Ret 1M -0.24% Ret 1Y 6.89% Ret 3Y 7.74% Ret 5Y 6.7%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-IDCW Half Yearly Reinvestment Ret 1M -0.24% Ret 1Y 6.89% Ret 3Y 7.74% Ret 5Y 6.7%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.44%
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.
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).
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.
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) 7
Date of Incorporation 2015-03-30
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 Duration Fund Regular-Growth FAQs
How to invest in UTI Medium Duration Fund Regular-Growth?
Investing in UTI Medium Duration Fund Regular-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 Duration Fund Regular-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 Duration Fund Regular-Growth?
The term expense ratio for UTI Medium Duration Fund Regular-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 Duration Fund Regular-Growth is 1.44% as of 24 Mar 2026.
What is the NAV of UTI Medium Duration Fund Regular-Growth?
The NAV of UTI Medium Duration Fund Regular-Growth is ₹18.7376 as of 24 Mar 2026.
What is the AUM of UTI Medium Duration Fund Regular-Growth?
The AUM (Assets Under Management) of UTI Medium Duration Fund Regular-Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of UTI Medium Duration Fund Regular-Growth is ₹38.67 Cr as of 24 Mar 2026.
What is the PE and PB ratio of UTI Medium Duration Fund Regular-Growth?
The PE ratio of UTI Medium Duration Fund Regular-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 Duration Fund Regular-Growth?
Yes, you can invest in UTI Medium Duration Fund Regular-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 Duration Fund Regular-Growth in the last 5 years?
The return of UTI Medium Duration Fund Regular-Growth in the last 5 years is 6.0%.
What is the minimum SIP investment required in UTI Medium Duration Fund Regular-Growth?
The minimum SIP investment in UTI Medium Duration Fund Regular-Growth depends on the fund's scheme rules and usually starts at a small amount. For UTI Medium Duration Fund Regular-Growth, the minimum SIP amount is ₹500.0.
What is the current NAV of UTI Medium Duration Fund Regular-Growth?
The NAV of UTI Medium Duration Fund Regular-Growth, as of 24 Mar 2026, is ₹18.7376.
Who manages the UTI Medium Duration Fund Regular-Growth?
The fund managers responsible for UTI Medium Duration Fund Regular-Growth are:
- Sunil Madhukar Patil
- Ritesh Nambiar
- Abhishek Sonthalia