uti-medium-to-long-duration-fund-direct-g

UTI-Medium to Long Duration Fund - Direct (G)

  1. Equity
  2. Growth
  • NAV as on Jul 02, 2025 ₹80.18
  • Total Returns 7.05% p.a.

Historical NAV, Returns and Performance

  • High
  • Low
  • CAGR
uti-medium-to-long-duration-fund-direct-g

Overview of UTI-Medium to Long Duration Fund - Direct (G)

  • Fund House
    UTI-Medium to Long Duration Fund
  • Fund Size
    ₹332 Cr
  • Expense Ratio
    1.23%
  • Benchmark
    CRISIL Medium to Long Duration Debt A-III Index
  • Risk Level
    Moderate
  • Inception Date
    Jan 02, 2013
  • Lock-in period
    0
  • Exit Load
    Nil
  • Minimum SIP Investment
    ₹500
  • Minimum Lump sum Investment
    ₹500
  • Short Term Capital Gains
    20% (if redeemed within 1 year)
  • Long Term Capital Gains
    12.5% on profit of ₹1,25,000 if redeemed after 1 year

UTI-Medium to Long Duration Fund - Direct (G) Returns Calculator

Investment type

Years
Total Invested Amount
₹ 12,00,000
Profit
₹ 12,00,000
Total Projected Returns
₹ 12,00,000
Annualised Returns
p.a.
Years
Total Invested Amount
Profit
₹1,00,000
Total Projected Returns
₹1,00,000
Annualised Returns
% p.a.

UTI-Medium to Long Duration Fund - Direct (G) Performance vs Category

Time Period

  • 1 month
  • 3 months
  • 6 months
  • 1 year
  • 3 years
  • 5 years

This Fund

  • -0.67%
  • 2.14%
  • 4.84%
  • 9.31%
  • 8.04%
  • 8.6%

Category Average

  • -0.51%
  • 2%
  • 4.65%
  • 8.87%
  • 8.28%
  • 6.25%

Fund Asset Allocation

Top holdings

Top Sectors

More about UTI-Medium to Long Duration Fund - Direct (G)

UTI-Medium to Long Duration Fund - Direct (G) is a mutual fund under the Growth category, managed by UTI Mutual Fund. It was launched on 14 Nov 2002, and has been active for over 23 years. As of 31 Mar 2025 the fund manages assets worth ₹332 Crores. The expense ratio is 1.23%.

This fund generated returns of 9.31% in the last 1 year. Since its inception, it has provided an average annual return of 7.05%.

The fund's investments are mainly concentrated in sectors like and .

The top five holdings in this fund include prominent companies such as Gsec2039, GSEC2034, LIC Housing Fin., ANDHRA PRADESH 2037 and I R F C.

Fund Managers

  • Sunil Patil

Investment Objective

The investment objective of the scheme is to generate optimal returns with adequate liquidity by investing in debt and money market instruments such that the Macaulay duration of the portfolio is between 4 years and 7 years. However there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.

uti-medium-to-long-duration-fund-direct-g

Frequently Asked Questions about UTI-Medium to Long Duration Fund - Direct (G)

  1. Are {{fund_type}} risky?

    Growth funds carry higher risk since they invest in stocks expected to grow quickly, which can be volatile.

  2. Should I invest in {{fund_type}}?

    Yes, if you are looking for long-term capital appreciation and can handle short-term market ups and downs.

  3. How long should I stay invested in {{fund_type}}?

    It’s recommended to hold growth funds for at least five years to benefit from potential growth.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, you can, but long-term holding is advised for best results.

  5. What are the expenses involved in {{fund_type}}?

    Growth funds usually have moderate to high expense ratios, around 1% to 2%, due to active management.

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