Official AMFI data
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UTI

UTI Medium Duration Fund

Medium DurationDebt Rank 14 of 15

NAV · Direct-Growth

₹20.68-0.02-0.09%

As of 1 Oct 2026 · AMFI

NAV growth+4.3%
Oct ’25Oct ’26
Arthkar verdictA balanced read

Returns

Lags category

0 of 3 periods ahead

Consistency

Strong

positive in 11 of 11 years

Trails its Medium Duration category on 1Y, 3Y & 5Y.

1Y return

+4.2%

-0.8 vs cat

3Y CAGR

+6.7%

-3.8 vs cat

5Y CAGR

+5.9%

-2.4 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

1.7%

3Y std dev

Go deeper on UTI Medium Duration Fund

Two data-only views, computed from this fund's real NAV history — no projections.

In plain English

UTI Medium Duration Fund is a Medium Duration scheme from UTI. Long-run track record: about 5.9% CAGR over 5 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF789FB1KE6

NAV (Direct-Growth)

₹20.6793

Last 1Y

+4.28%

Oct 25Min ₹19.83 · Max ₹20.83 · 243 ptsOct 26

Performance

Returns for various periods, with category average and peer rank.

PeriodReturnsCategory avgRank
1W-0.13%-0.27%12/ 15
1M-0.60%-0.51%12/ 15
3M+0.05%+0.04%9/ 15
6M+2.96%+3.29%10/ 15
YTD+2.99%+3.65%10/ 15
1Y+4.15%+5.00%11/ 15
2Y+5.93%+11.87%14/ 15
3Y+6.74%+10.57%14/ 15
5Y+5.86%+8.29%14/ 15
7Y+5.33%+7.75%11/ 14
10Y+5.88%+7.28%11/ 14

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.