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UTI Medium to Long Duration Fund
Fund Overview
| AUM (Fund size) | ₹316 Cr |
| Exit load | 0% |
| Lock-in Period | Nil |
| Age | 27 yrs 6 m since May 04, 1998 |
| Benchmark | CRISIL Medium to Long Duration Debt A-III Index |
| Min. investment | SIP: ₹3000 & Lumpsum: ₹10000 |
| Expense ratio | 1.62% as on Oct 31, 2025 |
| Plan type | Regular |
| Risk | Moderate |
| Tax on your gains | Profits are added to your income and taxed as per your slab rate |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| UTI Medium to Long Duration Fund | 0.28% | 0.21% | 6.34% | 6.92% | 8.0% | 5.51% |
| SBI Magnum Income Fund | 0.21% | 0.52% | 6.34% | 7.14% | 5.58% | 7.44% |
| ICICI Prudential Bond Fund | 0.02% | 0.68% | 6.95% | 7.59% | 5.74% | 7.17% |
| LIC MF Medium to Long Duration Fund | 0.22% | 0.2% | 6.63% | 7.29% | 5.14% | 6.27% |
| Nippon India Medium to Long Duration Fund | -0.14% | -0.44% | 5.27% | 6.56% | 4.86% | 6.75% |
| Aditya Birla Sun Life Income Plus Arbitrage Active FoF | 0.39% | 2.42% | 7.8% | 7.42% | 5.91% | 6.89% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| UTI Medium to Long Duration Fund | 2.25 | 1.34 | 0.33 | 0.47 |
| SBI Magnum Income Fund | 1.96 | 1.14 | 0.50 | 0.70 |
| ICICI Prudential Bond Fund | 1.98 | 1.13 | 0.68 | 0.86 |
| LIC MF Medium to Long Duration Fund | 2.33 | 1.34 | 0.49 | 0.68 |
| Nippon India Medium to Long Duration Fund | 2.42 | 1.42 | 0.20 | 0.27 |
| Aditya Birla Sun Life Income Plus Arbitrage Active FoF | 1.16 | N.A. | 0.82 | 1.30 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| UTI Medium to Long Duration Fund | 316 Cr | 27 yrs 6 m | 1.62% |
| SBI Magnum Income Fund | 2,171 Cr | 27 yrs 1 m | 1.5% |
| ICICI Prudential Bond Fund | 2,890 Cr | 17 yrs 3 m | 1.03% |
| LIC MF Medium to Long Duration Fund | 201 Cr | 26 yrs 7 m | 1.22% |
| Nippon India Medium to Long Duration Fund | 427 Cr | 27 yrs 11 m | 1.53% |
| Aditya Birla Sun Life Income Plus Arbitrage Active FoF | 1,301 Cr | 18 yrs 11 m | 0.42% |