UTI-Medium Duration Fund - Direct (G) logo

UTI Medium Duration Fund Direct Growth

NAV ₹20.00 as on 17 Nov 2025

RiskModerate

Fund Size₹40.68Cr

NAV₹20.00 as on 17 Nov 2025
RiskModerate
Fund Size₹40.68Cr

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Investment Details
Top Rated Funds

Lock-in

No Lock-in

Min One Time Amount

₹500

Min Withdrawal Amount

₹-

Min SIP Amount

₹500

Min Additional Amount

₹500

Exit Load

Redemption / switch out within 12 months from the date of allotment - (i) upto 10% of the alloted units - Nil (ii) beyond 10% of the alloted units - 1.00% Redemption / swith out after 12 months from the date of allotment - Nil

Basic Details

Age

10 years 8 months (Since Mar 31, 2015)

Return since Launch

6.73%

Expense ratio

0.83%

Type

OPEN

AUM (Fund Size)

₹40.68

Risk Grade

Moderate

Benchmark

NIFTY Medium Duration Debt Index A-III

Calculate Your Returns
Select Duration
Choose Amount
Returns
Total investment of ₹2,40,000
Would have become ₹61,949 (+209.74%)
Fund Manager

Name:

Abhisek Sonthalia

Experience:

Overall 11 years of experience in the field of macro-economics and credit research and analysis. From Dec 2013 till date with Tata Asset Management Ltd as Credit Analyst/AVP Credit tracking all leading sectors and macro-economics research. Reporting to the Head Fixed Income/Chief Investment Officer. From June 2011 to Nov 2013 with CRISIL Ltd, tracking financial sector and carrying out credit rating analysis for companies in the financial sector. Reporting to the Associate Director. From July 2009 to May 2011 with CRISIL Ltd, in the credit ratings business as an intern/trainee. From September 2007 to July 2008 with TCS as Associate, working on a consulting project for a UK based Chartered Accountancy firm.

Asset Allocation

Currently, data not available

See All

GSEC2033 16.96%

GSEC2032 10.49%

Uttar Pradesh 2033 7.96%

GSEC2032 7.59%

Bajaj Finance 7.58%

Net CA & Others 7.17%

GSEC2034 6.50%

Shivshakti Securitisation Trust 5.11%

ERIS Lifescience 5.10%

A B Real Estate 5.05%

Tata Motors Pass 5.03%

360 One Prime 3.82%

A B Renewables 2.56%

Aditya Birla Cap 2.54%

Tata Projects 2.52%

Pirmal Finance 2.32%

Avanse Fin. Ser. 1.27%

CDMDF-A2 UNITS 0.41%

C C I 0.05%

See All
Scheme Holding Summary

Debt Others

50.48%

Govt. Securities

49.50%

Fixed Deposits

0.05%

See All

Govt. Securities

Debt Others

Tata Motors Passenger Vehicles Ltd (Merged)

5.03%

360 One Prime Ltd

3.82%

Aditya Birla Renewables Ltd

2.56%

Tata Projects Ltd

2.52%

Pirmal Finance Pvt Ltd

2.32%

Avanse Financial Services Ltd

1.27%

Fixed Deposits

Clearing Corporation of India Ltd

0.05%
See All
RiskometerLevel of risk in the scheme
Moderate
High
Low
Very
High

Your investment will be at Moderate Risk

Fund house & investment objective
Rank (total assets)#7 in India
Total AUM₹3,79,175.93Cr
Date of Incorporation14 Nov 2002
UTI Medium Duration Fund Direct Growth is a Debt Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 31 Mar 2015. The fund currently has an Asset Under Management(AUM) of ₹3,79,175.93 Cr and the Latest NAV as of 17 Nov 2025 is ₹20.00.
The UTI Medium Duration Fund Direct Growth is rated Moderate. Minimum SIP Investment is set to ₹500 . Minimum Lumpsum Investment is ₹500. Exit load of Redemption / switch out within 12 months from the date of allotment - (i) upto 10% of the alloted units - Nil (ii) beyond 10% of the alloted units - 1.00% Redemption / swith out after 12 months from the date of allotment - Nil.
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Returns and Rankings

Category: Debt Medium Duration Fund

1Y3Y5YAll
Fund returns7.88%2.48%1.28%0.65%
Category average8.68%2.56%1.37%-
Rank within category887-

FAQ’s

What kind of returns does UTI Medium Duration Fund Direct Growth provide?

UTI Medium Duration Fund Direct Growth has given a return of 7.63% in the past 3 years.

What is the expense ratio charged by UTI Medium Duration Fund Direct Growth?

The Expense Ratio charged by UTI Medium Duration Fund Direct Growth is 0.83%.

What is the AUM size of UTI Medium Duration Fund Direct Growth?

The AUM size of UTI Medium Duration Fund Direct Growth is ₹40.68Cr.

What is the minimum SIP amount that you can invest in UTI Medium Duration Fund Direct Growth?

₹500 is the minimum SIP amount that you can invest in UTI Medium Duration Fund Direct Growth .

What are the top stock holdings of UTI Medium Duration Fund Direct Growth?

The top stock holdings of UTI Medium Duration Fund Direct Growth include

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start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.