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OmniAsset › Mutual funds › UTI Medium Term Fund

UTI Medium Term Fund

Medium Duration fund benchmarked to Nifty Medium Duration Debt Index A-III. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202610.2207
CategoryMedium Duration
PlanRegular · Idcw
Launched25 Mar 2015
Risk labelthe scheme's own riskometerModerate
Legal benchmarkSEBI Tier-1Nifty Medium Duration Debt Index A-III
Expense ratiodirect plan, a year1.52%
Growth of ₹10,000₹9,0902 Sep 2021 to 2 Sep 2026
₹11,983₹11,213₹10,443₹9,673₹8,903Sep 2021Sep 2022Oct 2023Apr 2025Sep 2026
₹9,090 (-1.9% a year) UTI Medium Term Fund

Performance (trailing, annualised)

1Y annualised-22.64%
3Y annualised-4.84%
5Y annualised-1.89%
10Y annualised-0.49%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

Calendar years

Calendar 20191.16%
Calendar 20200.03%
Calendar 20212.93%
Calendar 2022-1.14%
Calendar 20256.51%

Rolling returns

Rolling 1Y · average480 windows since 12 Apr 20161.54%
Rolling 1Y · median2.07%
Rolling 1Y · worst window-24.24%
Rolling 1Y · best window9.71%
Rolling 1Y · windows positive73%
Rolling 3Y · average394 windows since 11 Apr 20181.75%
Rolling 3Y · median1.42%
Rolling 3Y · worst window-5.17%
Rolling 3Y · best window6.36%
Rolling 3Y · windows positive92%
Rolling 5Y · average291 windows since 13 Apr 20201.62%
Rolling 5Y · median1.35%
Rolling 5Y · worst window-2.00%
Rolling 5Y · best window4.15%
Rolling 5Y · windows positive95%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)20.20%
Downside deviation (3Y)20.16%
Maximum drawdown-25.72%

Management

Fund managerMr. Anurag Mittal
Managing since21 Jul 2026

Related

Source: the OmniAsset signed reference snapshot, as of 3 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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