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UTI Medium to Long Duration Fund Segregated Portfolio Direct-Growth
Debt: Medium to Long Term - Growth (Open ended)
SEBI Riskometer: Moderately HighCategory: Debt: Medium to Long TermBenchmark: CRISIL Medium to Long Term Debt IndexCheck Portfolio Overlap →
NAV: ₹7.35+293.59%
27 Jan 2022
Similar Funds
Side-by-side comparison of UTI Medium to Long Duration Fund Segregated Portfolio Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | — | 2.47% | — |
| 3Y Return | — | 6.54% | — |
| 5Y Return | — | 5.75% | — |
| 10Y Return | — | 6.25% | — |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Debt: Medium to Long Term
Top funds by AUM in the Debt: Medium to Long Term category — see how UTI Medium to Long Duration Fund Segregated Portfolio Direct-Growth compares on size and returns.
Funds Tracking CRISIL Medium to Long Term Debt Index
Top funds tracking the CRISIL Medium to Long Term Debt Index — sorted by AUM to show the largest options available.
Frequently Asked Questions
Which funds are similar to UTI Medium to Long Duration Fund Segregated Portfolio Direct-Growth?
Funds similar to UTI Medium to Long Duration Fund Segregated Portfolio Direct-Growth in the Debt: Medium to Long Term category include SBI Medium to Long Term Fund Direct-Growth, ICICI Prudential Medium to Long Term Fund Direct-Growth, and Kotak Medium to Long Term 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.
What is the rank of UTI Medium to Long Duration Fund Segregated Portfolio Direct-Growth in its category?
The category rank of UTI Medium to Long Duration Fund Segregated Portfolio Direct-Growth is shown in the Trailing Returns section above.
How does UTI Medium to Long Duration Fund Segregated Portfolio Direct-Growth's expense ratio compare to similar funds?
The expense ratio of UTI Medium to Long Duration Fund Segregated Portfolio Direct-Growth is shown in the Scheme Overview section above.
How does UTI Medium to Long Duration Fund Segregated Portfolio Direct-Growth's AUM compare to similar funds?
UTI Medium to Long Duration Fund Segregated Portfolio Direct-Growth has an AUM of ₹16.71 crore. The peers SBI Medium to Long Term Fund Direct-Growth has an AUM of ₹2,036.27 crore and ICICI Prudential Medium to Long Term Fund Direct-Growth has ₹2,019.36 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.
Which fund has the best 3-year returns in the Debt: Medium to Long Term?
The top performing fund in the Debt: Medium to Long Term category on a 3-year basis is LIC MF Medium to Long Term Fund Direct-Growth with a CAGR of 7.32% as of 26 Jan 2022. UTI Medium to Long Duration Fund Segregated Portfolio Direct-Growth has delivered - CAGR over the same period. You can view and compare the full category ranking on sharpely.
How does UTI Medium to Long Duration Fund Segregated Portfolio Direct-Growth rank in risk-adjusted returns vs peers?
The Sharpe ratio of UTI Medium to Long Duration Fund Segregated Portfolio Direct-Growth is shown in the Alpha, Beta & Sharpe section on the Performance tab.