Question 1

Which funds are similar to UTI Medium Duration Fund Direct-Growth?

Accepted Answer

Funds similar to UTI Medium Duration Fund Direct-Growth in the Debt: Medium Duration category include SBI Medium Duration Fund Direct-Growth, ICICI Prudential Medium Term Bond Fund Direct Plan-Growth, and HDFC Medium Term Debt Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

Question 2

What is the rank of UTI Medium Duration Fund Direct-Growth in its category?

Accepted Answer

On a 3-year return basis UTI Medium Duration Fund Direct-Growth is ranked 12 out of 13 funds in the Debt: Medium Duration category as of 16 Jul 2026. On a 5-year return basis it ranks 9 out of 12. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.

Question 3

How does UTI Medium Duration Fund Direct-Growth's expense ratio compare to similar funds?

Accepted Answer

UTI Medium Duration Fund Direct-Growth has an expense ratio of 0.84%. The peers SBI Medium Duration Fund Direct-Growth has an expense ratio of 0.72% and ICICI Prudential Medium Term Bond Fund Direct Plan-Growth has 0.73%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

Question 4

How does UTI Medium Duration Fund Direct-Growth's AUM compare to similar funds?

Accepted Answer

UTI Medium Duration Fund Direct-Growth has an AUM of ₹38.09 crore. The peers SBI Medium Duration Fund Direct-Growth has an AUM of ₹6,465.54 crore and ICICI Prudential Medium Term Bond Fund Direct Plan-Growth has ₹5,492.19 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

Question 5

Which fund has the best 3-year returns in the Debt: Medium Duration?

Accepted Answer

The top performing fund in the Debt: Medium Duration category on a 3-year basis is Aditya Birla Sun Life Medium Term Plan Direct-Growth with a CAGR of 10.67% as of 16 Jul 2026. UTI Medium Duration Fund Direct-Growth has delivered 7.14% CAGR over the same period, ranking 12 out of 13 funds. You can view and compare the full category ranking on sharpely.

Question 6

How does UTI Medium Duration Fund Direct-Growth rank in risk-adjusted returns vs peers?

Accepted Answer

On a risk-adjusted basis, UTI Medium Duration Fund Direct-Growth has a Sharpe ratio of 0.74 compared to the Debt: Medium Duration average of 1.21 as of 16 Jul 2026. It ranks 12 out of 13 funds in its category on Sharpe ratio.

Period	This Fund	Category Avg	Category Rank
1Y Return	+5.02%	6.29%	12 / 13
3Y Return	+7.14%	8.05%	12 / 13
5Y Return	+6.83%	7.31%	9 / 12
10Y Return	+6.23%	7.51%	10 / 11

UTI Medium Duration Fund Direct-Growth

Similar Funds

Funds in Debt: Medium Duration

Funds Tracking NIFTY Medium Duration Debt Index A-III

Frequently Asked Questions

Funds in Debt: Medium Duration

Funds Tracking NIFTY Medium Duration Debt Index A-III

Frequently Asked Questions