UTI Medium Term Fund Direct-Growth
Debt: Medium Term - Growth (Open ended)
SEBI Riskometer: ModerateCategory: Debt: Medium TermBenchmark: NIFTY Medium Duration Debt Index A-IIICheck Portfolio Overlap →
NAV: ₹20.67-0.01%
09 Oct 2026
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| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|---|---|---|---|
| Analysis period | 27 Apr, 2016 - 12 Oct, 2026 | 17 May, 2018 - 12 Oct, 2026 | 16 Jun, 2020 - 12 Oct, 2026 | 04 Jul, 2022 - 22 Jan, 2026 |
| Average returns | 6.83% | 6.26% | 5.89% | 6.03% |
| Standard deviation | 2.97% | 1.68% | 0.80% | 0.30% |
| Best returns | 13.12% 1 year ending on 24 Nov, 2016 | 9.32% 3 years ending on 17 Jul, 2018 | 7.82% 5 years ending on 06 Jul, 2020 | 6.69% 7 years ending on 09 Sep, 2022 |
| Worst returns | -1.00% 1 year ending on 26 Feb, 2021 | 3.29% 3 years ending on 21 Oct, 2022 | 4.66% 5 years ending on 03 Nov, 2022 | 5.57% 7 years ending on 14 Feb, 2024 |
| Period with positive return | 98.11% | 100.00% | 100.00% | 100.00% |
| Period with return > 5% | 77.96% | 70.00% | 89.59% | 100.00% |
| Period with return > 10% | 14.59% | 0.00% | 0.00% | 0.00% |
| Period with return > 15% | 0.00% | 0.00% | 0.00% | 0.00% |
| Beat % Category | 28.04% | 22.63% | 0.00% | 0.00% |
| Beat % Benchmark | 33.04% | 4.86% | 2.73% | 0.00% |
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | 2.69% | -0.75% | 1.81% | 3.67% | 6.68% | 5.81% | 5.81% | 6.47% |
| Debt: Medium Term | 3.88% | -0.33% | 2.59% | 5.02% | 7.67% | 6.77% | 6.34% | - |
| NIFTY Medium Duration Debt Index A-III | -13.00% | -3.89% | -4.50% | -8.82% | 6.13% | 5.95% | 11.30% | - |
| Rank in category | 11 | 13 | 12 | 11 | 12 | 12 | 10 | - |
| Funds in category | 13 | 13 | 13 | 13 | 13 | 13 | 11 | - |