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 ICICI Prudential Medium to Long Term Fund Direct-Growth, SBI 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 ICICI Prudential Medium to Long Term Fund Direct-Growth has an AUM of ₹2,048.17 crore and SBI Medium to Long Term Fund Direct-Growth has ₹2,046.06 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 ICICI Prudential Diversified Debt Strategy Active FoF Direct-IDCW with a CAGR of 7.39% 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.
