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UT
UTI Medium to Long Term Fund Direct Growth
INF789F01SQ6 UTI Asset Management Company Ltd Debt Growth
Latest NAV
₹83.1536
+3.35% 1Y
as of 05 Oct 2026
Sign In to Add to Portfolio Benchmark: CRISIL Medium to Long Duration Debt A-III Index
Expense ratio
1.27%
AUM
₹304 Cr
Min SIP
₹500
Min lump sum
₹500
1Y
+3.35%
3Y (ann.)
+6.27%
5Y (ann.)
+6.96%
Launched
Jan 2013
Where the NAV sits & how risky it is
₹83.15
52-week range at 81%
₹83.15
Low 02 Apr 2026₹80.48
High 14 Aug 2026₹83.78
Risk level Moderate
Low
Very high
NAV history
03 Jan 2013 Since inception 05 Oct 2026
Returns by period
1W
-0.19%
1M
-0.26%
3M
-0.13%
6M
+2.98%
1Y
+3.35%
3Y
+6.27%
5Y
+6.96%

3Y and 5Y returns are annualised.

Return calculator
You invest
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Est. gain
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Est. value
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Invested Gain
Invested Projected value min SIP ₹500

Estimate only. It assumes the selected past return repeats every year; 3Y and 5Y figures are taken as annualised. Actual returns vary and are not guaranteed.

Where your money goes

Sector allocation is published for schemes that buy shares directly. This is a debt scheme.

About this scheme

The investment objective of the scheme is to generate optimal returns with adequate liquidity by investing in debt and money market instruments such that the Macaulay duration of the portfolio is between 4 years and 7 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.

Fund manager(s): Amit Sharma

Exit load: No charges for withdrawal

Scheme snapshot
VR Rating
MS Rating
Plan
Growth
Type
DIRECT
Inception
01 Jan 2013
Lump-sum min
₹500
SIP Purchase Switch STP SWP