Medium term funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.
Medium Duration Funds invest in debt and money market instruments such that the duration of the portfolio is between 3 to 4 years.This exposes them to higher variation when interest rates change.
This is a small category (less than 2% of the total debt fund assets).We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category because of the higher credit risk and higher interest rate risk.
The performance of the fund on a Fund Size metric has been Poor
The performance of the fund on a Rolling Returns metric has been Poor
NAV (Nov 29)
6 Month CAGR
The investment objective of the scheme is to generate reasonable income by investing in debt & money market securities such that the Macaulay duration of the portfolio is between 3 to 4 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.
Launched (8y ago)
Mar 31, 2015
AUM in Crores
CRISIL Medium Duration Debt B-III TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|UTI Medium Duration Fund (Growth)||8,10,001||77,389||4.2%|
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
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UTI Asset Management Company Ltd
|Fund Name||Scripbox Opinion||Till Date CAGR|
UTI Medium Duration Fund (G) is a Medium Term Debt fund and has delivered an annualised return of 5.7% over a period of 8 years. The fund was previously known as UTI M/T Reg Gr. The fund is managed by UTI Asset Management Co Ltd. The fund managers are Amandeep Chopra, Ritesh Nambiar.
Nav of UTI Medium Duration Fund (G) as of 11/29/2023 is ₹16.16 with the total AUM as of 12/1/2023 is ₹43.323. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Medium Duration Fund (G) was launched on Mar 31, 2015. The category risk of the fund is Moderately High risk.
The minimum SIP amount for UTI Medium Duration Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
UTI Medium Duration Fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Medium Duration Debt B-III TR INR.
UTI Medium Duration Fund (G) is rated as a 2 fund in Debt and delivered 5.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Medium Duration Fund (G).
What is UTI Medium Duration Fund (G)?
How to invest in UTI Medium Duration Fund (G)?
You can invest in UTI Medium Duration Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of UTI Medium Duration Fund (G)?
The minimum sip amount for UTI Medium Duration Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is UTI Medium Duration Fund (G) good to invest in?
As per Scripbox experts, UTI Medium Duration Fund (G) is a Neutral fund. You can investUTI Medium Duration Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the UTI Medium Duration Fund (G)?
The expense ratio of the UTI Medium Duration Fund (G) is 1.58% for regular plan.