Debt Scheme - Medium to Long Duration FundUTI Mutual Fund

UTI Medium to Long Duration Fund- Regular Plan - Growth

₹74.3434▲ 0.0422 (0.06%)

Scheme Type

Open Ended Schemes

NAV History

+6.56%

365 data points · Period:1Y

Returns

CAGR

—

Returns over 1Y are annualized (CAGR). Past performance ≠ future results.

Growth of ₹10,000

Hypothetical

1Y Ago

₹10,656

+6.6%

3Y Ago

₹13,385

+33.9%

5Y Ago

₹14,173

+41.7%

Past performance ≠ future results

Fund Analytics

Score: 61.4 / 100

Performance

Total Returns

Simple return over period

+0.36%

CAGR

Compound annual growth rate

+0.36%

Growth of ₹10K

Hypothetical investment value

₹10,036

SIP XIRR

SIP internal rate of return

+0.71%

Risk

Volatility (Ann.)

Std deviation of returns

1.99%LOW

Max Drawdown

Worst peak-to-trough

-1.73%

Sharpe Ratio

Risk-adjusted return

-2.83POOR

Sortino Ratio

Downside risk-adjusted return

-3.91POOR

Benchmark

Beta

Market sensitivity

0.04DEF

Alpha

Excess return vs benchmark

-5.27%

Tracking Error

Deviation from benchmark

11.62%

Information Ratio

Alpha per unit tracking error

-0.45

Treynor Ratio

Return per unit systematic risk

-148.10

Capture

Upside Capture

Participation in market gains

3.95%

Downside Capture

Participation in market losses

3.26%

Rolling Returns

1Y Rolling CAGR

Avg 8.6% (1.3% – 17.7%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-05-22

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+0.4%-3.6%

-5.3%

3Y+5.4%+9.9%

-0.7%

5Y+7.9%+10.4%

+1.8%

Beta

1Y:0.043Y:0.045Y:0.01

Underperforming the Nifty 50 index

Pre-computed metrics. Benchmark: Nippon India ETF Nifty BeES. Alpha = Fund CAGR − Index CAGR.

SIP Calculator

Auto-filled

Monthly

₹500₹1L

Period

Return (%)•

Invested

₹3,00,000

Wealth Gained

₹90,412

Total Value

₹3,90,412

*Based on historical CAGR. Projections are illustrative, not guaranteed