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

UTI Medium to Long Duration Fund Direct Growth

NAV ₹81.00 as on 17 Nov 2025

RiskModerate

Fund Size₹315.50Cr

NAV₹81.00 as on 17 Nov 2025
RiskModerate
Fund Size₹315.50Cr

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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

Nil

Basic Details

Age

12 years 10 months (Since Jan 02, 2013)

Return since Launch

6.93%

Expense ratio

1.22%

Type

OPEN

AUM (Fund Size)

₹315.50

Risk Grade

Moderate

Benchmark

CRISIL Medium to Long Duration Debt A-III Index

Calculate Your Returns
Select Duration
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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 37.52%

LIC Housing Fin. 8.10%

HDB FINANC SER 8.00%

I R F C 7.97%

ANDHRA PRADESH 2037 7.82%

Siddhivinayak Securitisation Trust 6.44%

Cholaman.Inv.&Fn 4.84%

A B Renewables 4.83%

INDIA UNIVERSAL TRUST AL1-SERIES A3 4.46%

Net CA & Others 2.25%

Bajaj Finance 2.23%

Maharashtra 2033 1.64%

Rajasthan 2033 1.64%

Mankind Pharma 1.61%

Aditya Birla Cap 0.32%

CDMDF-A2 UNITS 0.30%

C C I 0.02%

See All
Scheme Holding Summary

Debt Others

51.35%

Govt. Securities

48.62%

Fixed Deposits

0.02%

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Govt. Securities

Debt Others

Aditya Birla Renewables Ltd

4.83%

Fixed Deposits

Clearing Corporation of India Ltd

0.02%
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 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 ₹3,79,175.93 Cr and the Latest NAV as of 17 Nov 2025 is ₹81.00.
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.
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Returns and Rankings

Category: Debt Medium to Long Duration Fund

1Y3Y5YAll
Fund returns6.97%2.41%1.63%0.56%
Category average6.44%2.32%1.10%-
Rank within category671-

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 7.40% 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 1.22%.

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 ₹315.50Cr.

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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start building your wealth journey

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