mutual funds uti medium to long duration fund segregated portfolio

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UTI Medium to Long Duration Fund Segregated Portfolio Direct-Growth

Debt: Medium to Long Duration - Growth (Open ended)

UTI Medium to Long Duration Fund Segregated Portfolio Direct-GrowthNAV: 7.35 as on 26 Jan, 2022

Risk levelCategoryBenchmark

Factsheet

SEBI Riskometer: Moderately HighCategory: Debt: Medium to Long DurationBenchmark: CRISIL Medium to Long Term Debt Index

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	—	4.37%	—
3Y Return	—	7.03%	—
5Y Return	—	6.37%	—
10Y Return	—	6.82%	—

Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.

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Period

This Fund

Category Avg

Category Rank

1Y Return

—

4.37%

—

3Y Return

—

7.03%

—

5Y Return

—

6.37%

—

10Y Return

—

6.82%

—

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 Duration category include SBI Medium to Long Duration Fund Direct-Growth, ICICI Prudential Bond Fund Direct Plan-Growth, and Kotak Bond 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 Duration Fund Direct-Growth has an AUM of ₹2,054.73 crore and ICICI Prudential Bond Fund Direct Plan-Growth has ₹2,002.23 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 Duration?

The top performing fund in the Debt: Medium to Long Duration category on a 3-year basis is LIC MF Medium to Long Duration Fund Direct-Growth with a CAGR of 7.58% 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.

UTI Medium to Long Duration Fund Segregated Portfolio Direct-Growth

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