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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 202615.5381
CategoryMedium Duration
PlanDirect · Idcw
Launched25 Mar 2015
Risk labelthe scheme's own riskometerModerate
Legal benchmarkSEBI Tier-1Nifty Medium Duration Debt Index A-III
Expense ratiodirect plan, a year0.92%
Growth of ₹10,000₹13,4232 Sep 2021 to 2 Sep 2026
₹13,455₹12,591₹11,727₹10,863₹10,000Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹13,423 (+6.1% a year) UTI Medium Term Fund

Performance (trailing, annualised)

1Y annualised5.58%
3Y annualised7.01%
5Y annualised6.07%
10Y annualised3.78%

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

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,23,5815.56%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,97,3146.51%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,08,3206.57%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 20214.25%
Calendar 20222.13%
Calendar 20237.12%
Calendar 20248.33%
Calendar 20257.20%

Rolling returns

Rolling 1Y · average534 windows since 12 Apr 20163.73%
Rolling 1Y · median3.32%
Rolling 1Y · worst window-4.63%
Rolling 1Y · best window10.21%
Rolling 1Y · windows positive91%
Rolling 3Y · average432 windows since 11 Apr 20183.43%
Rolling 3Y · median2.51%
Rolling 3Y · worst window-0.04%
Rolling 3Y · best window8.07%
Rolling 3Y · windows positive99%
Rolling 5Y · average329 windows since 13 Apr 20203.10%
Rolling 5Y · median2.65%
Rolling 5Y · worst window1.01%
Rolling 5Y · best window6.33%
Rolling 5Y · windows positive100%

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

Risk

Volatility (3Y)1.18%
Downside deviation (3Y)0.64%
Maximum drawdown-0.98%

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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