RN
Ritesh NambiarFund Manager Since 1 Jul 2015
Fixed IncomeMedium Duration
UTI Medium Term Fund - Regular Plan - Growth Option
3Y Annualised
6.32%
-0.05% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.09%
-0.05% 1D
Benchmark
SBI Nifty 10 yr Benchmark G-Sec ETF
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
11 years 4 months
NIFTY 50
8 years 10 months
FD
9 years 7 months
Fund info
Fund size
₹36.75 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹500
Exit load
0.01%
(a) within 12 months from the date of allotment (i) upto 10% of the allotted Units NIL (ii) beyond 10% of allotted Units 1% (b) After 12 months from the date of allotment NIL.
Risk Profile
Moderate Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Medium Term Bond Fund Direct Plan Bonus
2.29%
2nd
ICICI Prudential Medium Term Bond Fund Bonus
2.24%
3rd
ICICI Prudential Medium Term Bond Fund B Growth
2.21%
4th
ICICI Prudential Medium Term Bond Fund B Quarterly Reinvestment Inc Dist cum Cap Wdrl
2.21%
5th
ICICI Prudential Medium Term Bond Fund B Quarterly Payout Inc Dist cum Cap Wdrl
2.21%
162nd
UTI Medium Term Fund - Regular Plan - Growth Option
0.09%
Fund Managers
About UTI Medium Term Fund - Regular Plan - Growth Option
UTI Medium Term Fund - Regular Plan - Growth Option is a Fixed Income mutual fund scheme from UTI Asset Management Co Ltd. This fund has been in existence for 11 years, having been launched on 2015-03-31. UTI Medium Term Fund - Regular Plan - Growth Option has ₹36.75 Cr worth of assets under management (AUM) as of Thu Sep 03 2026. The latest Net Asset Value (NAV) of UTI Medium Term Fund - Regular Plan - Growth Option as of Wed Sep 02 2026 is ₹19.2165. The fund has an expense ratio of 1.49%, which is medium comparable to most other Fixed Income funds.
UTI Medium Term Fund - Regular Plan - Growth Option returns for the last 1 year are 4.89%. Since launch, it has delivered 5.88% average annual returns.
The UTI Medium Term Fund - Regular Plan - Growth Option has the majority of its money invested in null sectors.
Top 5 Holdings of UTI Medium Term Fund - Regular Plan - Growth Option.
- 7.18% Govt Stock 2033: 18.28%
- 7.26% Govt Stock 2032: 11.31%
- 7.79% Uttarpradesh Sgs 2033: 8.52%
- Bajaj Finance Limited: 8.05%
- 7.1% Govt Stock 2034: 6.98%
AMC Information
| Name | UTI Asset Management Co Ltd |
|---|---|
| Founding Date | 2015-03-31 |
| pms_care@uti.co.in | |
| Phone | +91-22-6678 6666 |
| Website | https://www.utiwms.com |
| Address | PMS Division, UTI - Tower, “Gn” Block, Bandra Kurla Complex, Mumbai- 400051 |
Tax Implications of UTI Medium Term Fund - Regular Plan - Growth Option
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
