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UTI Medium Duration Fund - Regular Plan - Growth Option

Fixed Income

Medium Duration Fund

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UTI Medium Duration Fund Returns

NAV: ₹19.26

As of 2026-09-09

4.81%

1yr

6.36%

3yr

6.01%

5yr

All

Sep-25Dec-25Mar-26May-26Sep-26

UTI Medium Duration Fund Return Calculator

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UTI Medium Duration Fund Overview

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About UTI Medium Duration Fund - Regular Plan - Growth Option

The UTI Medium Duration Fund - Regular Plan - Growth Option , a Medium Duration Fund multi-cap fund   Open Ended Mutual Funds   from UTI Asset Management Company Private Limited, has remained a continuous performer in the Indian mutual fund industry since its inception in 2001. With a diversified portfolio across large cap fund , mid cap fund , and small-cap fund , the fund aims to generate long-term capital appreciation for its investors.

UTI Medium Duration Fund - Regular Plan - Growth Option - Performance

The UTI Medium Duration Fund - Regular Plan - Growth Option has set a great track record, delivering an impressive 1-year return of 4.81. The fund has also doubled the invested amount every 3 years, demonstrating its ability to generate wealth over the long term. It has an AUM of Rs ₹36.03 Cr. and the latest NAV declared is 19.2607 as on 2026-09-09.

UTI Medium Duration Fund - Regular Plan - Growth Option - Investment Strategy

The UTI Medium Duration Fund - Regular Plan - Growth Option follows a multi-cap investment strategy, investing primarily in equity and equity-related securities across market capitalizations. This diversified approach helps to reduce risk and capture growth opportunities across various market segments. The fund's sector allocation reflects its focus on growth-oriented sectors, with significant exposure to Financial, Energy, Healthcare, Technology, and Automobile sectors.

UTI Medium Duration Fund - Regular Plan - Growth Option - Fees and Expenses

The UTI Medium Duration Fund - Regular Plan - Growth Option has an expense ratio of 1.28 , which is in line with the average expense ratio for multi-cap funds. The fund also charges an exit load of null if redeemed within 1 year of investment.

UTI Medium Duration Fund - Regular Plan - Growth Option - SIP Planning

The UTI Medium Duration Fund - Regular Plan - Growth Option, provides a broad range of SIP plans, which can be customised according to your needs and suitability. UTI Medium Duration Fund - Regular Plan - Growth Option is feasible and convenient to use. This is the best SIP Plan to invest and provides a financial support to the investors. This particular Medium Duration Fund provides you a SIP calculator to calculate your best mutual returns on your your best investment plan. As per your calculations on the Medium Duration Fund Calculator, you can invest accordingly in any of the category and get your desired financial dreams achieved.

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Lock-in Period

Nil

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Min SIP

500

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Min Lumpsum

₹500

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Fund Size(Cr)

₹36

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Expense Ratio

1.28%

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Exit Load

Nil

REDEMPTION / SWITCH OUT WITHIN 12 MONTHS FROM THE DATE OF ALLOTMENT - 5. 00%.

UTI Medium Duration Fund Holdings

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UTI Medium Duration Fund Riskometer

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UTI Medium Duration Fund AMC Details

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UTI Medium Duration Fund FAQs

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How can I invest in the UTI Medium Duration Fund ?

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What are the historical returns of the UTI Medium Duration Fund ?

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What is the Net Asset Value (NAV) of UTI Medium Duration Fund currently?

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Is UTI Medium Duration Fund a good investment option for me?

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What are the expense ratios associated with UTI Medium Duration Fund ?

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Can I invest in both SIP and Lump Sum plans for UTI Medium Duration Fund ?

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How can I redeem my investments in the UTI Medium Duration Fund ?

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What is the current Asset Under Management (AUM) for UTI Medium Duration Fund ?

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How can I invest in the UTI Medium Duration Fund through SIPs of INR 1000 per month?

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Disclaimer

Past performance is not an indicator of future returns.

Mutual Fund investments are subject to market risks, read all scheme related documents and Terms & Conditions carefully for more information.