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UTI - Medium Term Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Medium Duration Fund
Fund House : UTI Mutual Fund
  • Latest (Updated on 30th Sep 2021)
    Crisil Rank
  • (Updated on 30th Jun 2021)
    Crisil Rank
  • (Updated on 31st Mar 2021)
    Crisil Rank
  • (Updated on 31st Dec 2020)
    Crisil Rank
  • (Updated on 30th Sep 2020)
    Crisil Rank
Should you invest in this fund? - Fund has consistently given below average performance in the Medium Duration Fund since last 5 quarters. Existing investors can consider switching/changing their investments from this fu

Returns (NAV as on 02nd December, 2021)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 25-Nov-21 10013.90 0.14% - 0.12% 13/19
1 Month 02-Nov-21 10051.30 0.51% - 0.51% 13/19
3 Month 02-Sep-21 10406.50 4.06% - 10.88% 2/19
6 Month 02-Jun-21 10588.80 5.89% - 14.06% 4/18
YTD 01-Jan-21 10679.70 6.80% - 13.40% 4/18
1 Year 02-Dec-20 10737.30 7.37% 7.37% 14.08% 4/18
2 Year 02-Dec-19 10749.20 7.49% 3.67% 7.84% 14/15
3 Year 30-Nov-18 11608.30 16.08% 5.08% 6.24% 11/14
5 Year 02-Dec-16 13096.70 30.97% 5.54% 6.07% 10/14
Since Inception 31-Mar-15 15659.10 56.59% 6.94% 7.33% 11/16

SIP Returns (NAV as on 02nd December, 2021)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 02-Dec-20 12000 12645.82 5.38 % 10.11 %
2 Year 02-Dec-19 24000 25677.27 6.99 % 6.64 %
3 Year 30-Nov-18 36000 39115.88 8.66 % 5.46 %
5 Year 02-Dec-16 60000 68720.59 14.53 % 5.37 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.03% 0.51% 4.07% 5.89% 6.89% 7.37% 3.67% 5.08% 5.54%
Nifty 50 1.37% -2.72% 0.97% 11.72% 24.46% 32.70% 20.15% 16.91% 16.55%
Benchmark: CRISIL 10 Year Gilt Index 0.05% 0.59% 0.30% 0.22% 1.59% 2.27% 5.36% 7.77% 5.08%
Category Average 0.03% 0.51% 10.88% 14.06% 13.40% 14.08% 7.84% 6.24% 6.07%
Category Rank 11/17 13/19 2/19 4/18 4/18 4/18 14/15 11/14 10/14
Best in Category 0.08% 0.88% 180.93% 180.93% 180.93% 180.93% 29.78% 9.81% 8.80%
Worst in Category 0.00% -1.13% 0.52% 1.78% -16.96% -16.37% -4.65% -3.77% 0.02%

Best Quarters

Period This Fund Nifty 50 CRISIL 10 Year Gilt Index Category Average
Q3 - 2021 4.98% 12.36% -0.26% 1.75%
Q3 - 2016 3.67% 3.40% 4.82% 4.16%
Q2 - 2020 2.93% 24.82% 1.61% 0.27%

Worst Quarters

Period This Fund Nifty 50 CRISIL 10 Year Gilt Index Category Average
Q1 - 2020 -2.80% -29.43% 4.17% -0.89%
Q1 - 2021 -0.31% 4.80% -0.58% -0.67%
Q3 - 2020 -2.05% 7.84% -0.21% 0.28%

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