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UTI Medium to Long Duration Fund Direct Growth

UTI Medium to Long Duration Fund Direct Growth

Debt | Medium to Long Duration Fund

NAV ₹79.92 as on 20 Jun 2025

RiskModerate

Fund Size₹331.87Cr

NAV	₹79.92 as on 20 Jun 2025
Risk	Moderate
Fund Size	₹331.87Cr

Investment Details

Lock-in

No Lock-in

Min One Time Amount

₹500

Min Withdrawal Amount

₹-

Min SIP Amount

₹500

Min Additional Amount

₹500

Exit Load

Nil

Basic Details

Age

12 years 5 months (Since Jan 02, 2013)

Return since Launch

7.05%

Expense ratio

1.23%

Type

OPEN

AUM (Fund Size)

₹331.87

Risk Grade

Moderate

Benchmark

CRISIL Medium to Long Duration Debt A-III Index

Calculate Your Returns

Select Duration

Choose Amount

₹

Returns

Total investment of ₹2,40,000

Would have become ₹61,949 (+209.74%)

Fund Manager

Name:

Sunil Patil

Experience:

He joined UTI AMC in October 1989. He has overall 29 years of experience in Primary Market Investment / Dealing and Fund Management.

Asset Allocation

Currently, data not available

See All

Gsec2039 36.71%

GSEC2034 7.76%

LIC Housing Fin. 7.71%

ANDHRA PRADESH 2037 7.64%

I R F C 7.63%

HDB FINANC SER 7.60%

A B Renewables 4.62%

Cholaman.Inv.&Fn 4.61%

INDIA UNIVERSAL TRUST AL1-SERIES A3 4.37%

Net CA & Others 3.89%

Bajaj Finance 2.12%

Rajasthan 2033 1.60%

Maharashtra 2033 1.60%

Mankind Pharma 1.54%

Aditya Birla Cap 0.30%

CDMDF-A2 UNITS 0.26%

C C I 0.05%

See All

Scheme Holding Summary

Govt. Securities

55.31%

Debt Others

44.65%

Fixed Deposits

0.05%

See All

Govt. Securities

Debt Others

Fixed Deposits

See All

Riskometer

Level of risk in the scheme

Moderate

High

Low

Very
High

Your investment will be at Moderate Risk

Fund house & investment objective

UTI MUTUAL FUND

Rank (total assets)	#7 in India
Total AUM	₹3,39,982.90Cr

Date of Incorporation	14 Nov 2002

UTI Medium to Long Duration Fund Direct Growth is a Debt Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 02 Jan 2013. The fund currently has an Asset Under Management(AUM) of ₹3,39,982.90 Cr and the Latest NAV as of 20 Jun 2025 is ₹79.92.
The UTI Medium to Long Duration Fund Direct Growth is rated Moderate. Minimum SIP Investment is set to ₹500 . Minimum Lumpsum Investment is ₹500. Exit load of Nil.

Returns and Rankings

Category: Debt Medium to Long Duration Fund

Annualised returns

Absolute returns

	1Y	3Y	5Y	All
Fund returns	9.18%	2.65%	1.68%	0.57%
Category average	8.66%	2.59%	1.19%	-
Rank within category	5	7	1	-

FAQ’s

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

UTI Medium to Long Duration Fund Direct Growth has given a return of 8.15% in the past 3 years.

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

The Expense Ratio charged by UTI Medium to Long Duration Fund Direct Growth is 1.23%.

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

The AUM size of UTI Medium to Long Duration Fund Direct Growth is ₹331.87Cr.

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

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

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

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

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Get started with us today and
start building your wealth journey

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

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UTI Medium to Long Duration Fund Direct Growth

Open FREE
3-in-1 Account

Start SIPs at just
₹100

Govt. Securities

Debt Others

Fixed Deposits

Govt. Securities

Debt Others

Fixed Deposits

Category: Debt Medium to Long Duration Fund

FAQ’s

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

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

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

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

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

UTI Medium to Long Duration Fund Direct Growth

Open FREE 3-in-1 Account

Start SIPs at just ₹100

Govt. Securities

Debt Others

Fixed Deposits

Govt. Securities

Debt Others

Fixed Deposits

Category: Debt Medium to Long Duration Fund

FAQ’s

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

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

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

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

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

Open FREE
3-in-1 Account

Start SIPs at just
₹100