Widely used:
Analyst’s Choice
Recently Viewed
Clear AllValue Research Rating
Analyst’s Choice
Riskometer
Moderate
₹18.1394 -0.01%
As on 28-Apr-2025
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
UTI Medium Duration Fund - Regular Plan
|
|
|
Moderate
|
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1.49 |
|
 |
|
Moderately High
|
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1.22 |
||
|
|
Moderately High
|
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1.35 |
||
|
|
Moderately High
|
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1.14 |
||
 |
|
Moderately High
|
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1.27 |
₹39 Cr
1.00 (365)
500
500
500
6
Investment Strategy
The scheme seeks to generate reasonable income by investing in debt & money market securities such that the Macaulay duration of the portfolio is between 3 to 4 years.
Suitability
"Medium Duration debt funds invest mainly in bonds maturing in about three to four years. They aim to earn better returns than bank fixed deposits of a similar duration. The risk of incurring a loss in these funds over the said time frame is low, but they do not guarantee returns or safety of capital.
Retail investors can avoid these funds altogether. We believe that Short Duration funds are a better alternative for the fixed-income allocation in an investor’s portfolio.
We also believe that investors with an investment horizon of more than three years may consider investing some portion of their money in equity funds to earn higher returns. They witness more severe ups and downs than debt funds but the possibility of incurring a loss reduces with an increase in one’s investment horizon."
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
1 min read•By News Desk
UTI Medium Duration Fund - Regular Plan is mandated to invest in bonds such that the duration of the portfolio is between three to four years.
Mutual funds can be bought directly from the website of the fund house. For instance, UTI Medium Duration Fund - Regular Plan fund can be purchased from the website of UTI Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of UTI Medium Duration Fund - Regular Plan is ₹18.1394 as of 29-Apr-2025.
The AUM of UTI Medium Duration Fund - Regular Plan Fund is ₹39 Cr as of 31-Mar-2025
The riskometer level of UTI Medium Duration Fund - Regular Plan is Moderate. See More
| Company | Percentage of Portfolio |
|---|---|
|
GOI Sec 7.18 14/08/2033 |
17.12
|
|
GOI Sec 7.26 22/08/2032 |
10.57
|
|
Uttar Pradesh State SDL 7.79 29/03/2033 |
8.15
|
|
GOI GOI Sec 6.54 17/01/2032 |
7.62
|
|
Godrej Industries Ltd NCD 7.17 14/05/2025 |
7.36
|
As of 31-Mar-2025, UTI Medium Duration Fund - Regular Plan had invested 84.36% in Debt and 15.64% in Cash & Cash Eq. See More
UTI Medium Duration Fund - Regular Plan is 10 years 1 months old. It has delivered 6.08% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
9.18%
|
6.72%
|
5.74%
|
5.14%
|
6.07%
|
6.08%
|
No, There is no lock in period in UTI Medium Duration Fund - Regular Plan.
The expense ratio of UTI Medium Duration Fund - Regular Plan is 1.49.
