Debt Scheme - Medium to Long Duration FundUTI Mutual Fund

UTI Medium to Long Duration Fund- Regular Plan - Growth

₹74.2940▲ 0.0054 (0.01%)

Scheme Type

Open Ended Schemes

NAV History

+7.05%

365 data points · Period: 1Y

Returns

CAGR

+0.01%

+0.58%

+0.35%

+2.08%

+5.55%

+7.99%

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹10,705

+7.1%

3Y Ago

₹13,886

+38.9%

5Y Ago

₹14,252

+42.5%

Past performance ≠ future results

Fund Analytics

Score: 64.1 / 100

Performance

Total Returns

Simple return over period

+3.29%

CAGR

Compound annual growth rate

+3.29%

Growth of ₹10K

Hypothetical investment value

₹10,329

SIP XIRR

SIP internal rate of return

+1.27%

Risk

Volatility (Ann.)

Std deviation of returns

2.12%LOW

Max Drawdown

Worst peak-to-trough

-1.73%

Sharpe Ratio

Risk-adjusted return

-1.28POOR

Sortino Ratio

Downside risk-adjusted return

-1.82POOR

Benchmark

Beta

Market sensitivity

0.02DEF

Alpha

Excess return vs benchmark

-2.59%

Tracking Error

Deviation from benchmark

11.93%

Information Ratio

Alpha per unit tracking error

-0.22

Treynor Ratio

Return per unit systematic risk

-126.45

Capture

Upside Capture

Participation in market gains

5.82%

Downside Capture

Participation in market losses

1.06%

Rolling Returns

1Y Rolling CAGR

Avg 8.7% (1.8% – 17.7%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-03-25

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+3.3%+0.1%

-2.6%

3Y+6.2%+12.2%

+0.0%

5Y+8.0%+11.0%

+2.0%

Beta

1Y: 0.023Y: 0.035Y: 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

₹1,12,432

Total Value

₹4,12,432

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