UTI Medium Term Fund - Direct Plan has delivered 28.01% absolute return over the last 5 years.
The average return for Medium Duration funds is 34.78% .
This fund ranks #12 in its category based on 5-year returns.
The largest portfolio holding is NET CURRENT ASSETS with a portfolio weight of 19.46% .
The fund currently owns more than 15 stocks.
The top 10 holdings account for 90.23% of total assets.
Based on portfolio allocation, this fund appears highly concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 9.10% | 2.68% |
| 2 Year Return | 22.28% | 9.32% |
| 3 Year Return | 32.12% | 16.67% |
| 4 Year Return | 45.20% | 25.63% |
| 5 Year Return | 51.27% | 34.78% |
| 6 Year Return | 64.04% | 45.31% |
| 7 Year Return | 92.56% | 57.07% |
| Expense Ratio | 0.71% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
19.46%
|
||
| 2 |
18.28%
|
||
| 3 |
11.31%
|
||
| 4 |
8.52%
|
||
| 5 | Non-Banking Financial Company (NBFC) |
8.05%
|
|
| 6 |
6.98%
|
||
| 7 | Power - Generation/Distribution |
5.45%
|
|
| 8 |
5.34%
|
||
| 9 | Finance & Investments |
4.10%
|
|
| 10 |
2.74%
|
||
| 11 |
2.74%
|
||
| 12 |
2.73%
|
Minimum Purchase: ₹500
Exit Load:
Lock-in: 1
Risk: Low Risk
UTI Medium Term Fund - Direct Plan is managed by UTI and belongs to the Debt category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
View Similar Funds