DebtMedium Duration FundDirect · Growth
UTI - Medium Term Fund (Segregated - 17022020) - Direct Plan - Growth Option
UTI · Scheme 148136
₹0.37▲ 293.87%NAV · 2026-08-05
Strong FundScore
AUM
—
Expense ratio
—
3Y CAGR
—
Risk (SEBI)
—
Min SIP
—
Benchmark
—
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +296.86% |
| 3 Months | +303.86% |
| 6 Months | +314.84% |
| 1 Year | +338.68% |
| 3 Years (CAGR) | — |
| 5 Years (CAGR) | — |
| 10 Years (CAGR) | — |
| Since Launch | +93.42% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns100
Consistency50
Risk-adjusted22
Downside protection72
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 1Y return: +338.7%
- ✓ 1Y return vs category: +332.0% vs category avg
- ✓ Max drawdown: -24%
- ✓ Direct plan: no distributor commission
What to watch
- • Sharpe ratio: 0.69
- • Volatility: 216% annualised
Risk metrics
Sharpe ratio
0.69
Sortino ratio
—
Volatility
215.92%
Max drawdown
-24.16%
Downside capture
—
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.