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Fund Overview of UTI Medium To Long Term Fund Regular-flexi IDCW
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₹303.4 CrAUM
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₹14.84NAV
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1.64%Expense Ratio
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DebtFund Category
As on Thu Nov 05, 2026
Calculate your Returns
How much do you want to invest monthly?
₹
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
The total value of your investment
after 10 years will be
₹ 1,39,328.64
UTI Medium To Long Term Fund Regular-flexi IDCW Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 0.03% | NA | -0.79% |
| 6 Months | 2.47% | NA | 3.50% |
| 1 Year | 2.88% | 2.88% | 6.96% |
| 2 Years | 9.50% | 4.64% | 7.92% |
| 3 Years | 19.43% | 6.10% | 7.60% |
| 5 Years | 37.58% | 6.59% | 6.25% |
| 7 Years | 53.51% | 6.31% | NA |
| 10 Years | 59.80% | 4.80% | 7.16% |
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As on Thu Nov 05, 2026
Asset Allocation of UTI Medium To Long Term Fund Regular-flexi IDCW
debt instruments
95.75%other assets or cash equivalents
4.25%Detailed Portfolio Analysis
As on Thu Nov 05, 2026
Invest Now
UTI Medium To Long Term Fund Regular-flexi IDCW is one Debt mutual fund offered by UTI Mutual Fund. Launched on 15 Sep 2014, the fund aims Optimal returns with adequate liquidity over medium to long term. Investment in Debt & money market instruments. It manages assets worth ₹303.4 crore as on Wed Sep 30, 2026. The expense ratio stands at 1.64%. Fund Manager Manager Education
About FundAbout UTI Medium To Long Term Fund Regular-flexi IDCW
The portfolio allocation consists of 95.75% in debt instruments, 4.25% in other assets or cash equivalents.Managed by Sunil Madhukar Patil, it has delivered a return of 2.88% in the last year, a total return since inception of 7.40%.
For those looking to make informed investment decisions it is useful to compare best sip to invest suited to long-term goals.
Sunil Madhukar Patil
Mr. Patil is MMF, Finance
Key Metrics of UTI Medium To Long Term Fund Regular-flexi IDCW
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Standard Deviation2.56%
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Mean5.71%
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Sharpe Ratio0.06%
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Sortino Ratio0.08%
UTI Medium To Long Term Fund Regular-flexi IDCW Fund Details
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Compare Mutual Funds
UTI Medium To Long Term Fund Regular-flexi IDCW Fund Returns Comparison
Compare UTI Medium To Long Term Fund Regular-flexi IDCW with other mutual funds in the same category
UTI Medium To Long Term Fund Regular-flexi IDCW
UTI Medium To Long Term Fund Direct-flexi IDCW
UTI Medium To Long Term Fund Direct-Growth
Compare more funds
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
UTI Medium To Long Term Fund Direct-flexi IDCW  |
₹303 | 0.52% | 0.11% | 3.26% | 6.51% | 6.97% |
| UTI Medium To Long Term Fund Direct-Growth |
₹303 | 0.52% | 0.11% | 3.26% | 6.51% | 6.97% |
| UTI Medium To Long Term Fund Direct-IDCW Half Yearly |
₹303 | 0.52% | 0.11% | 3.26% | 6.51% | 6.97% |
| UTI Medium To Long Term Fund Direct-IDCW Quarterly |
₹303 | 0.52% | 0.11% | 3.26% | 6.51% | 6.97% |
| UTI Medium To Long Term Fund Direct-IDCW Yearly |
₹303 | 0.52% | 0.11% | 3.26% | 6.51% | 6.97% |
| UTI Medium To Long Term Fund Regular-flexi IDCW |
₹303 | 0.50% | 0.03% | 2.88% | 6.10% | 6.59% |
| UTI Medium To Long Term Fund Regular-Growth |
₹303 | 0.50% | 0.03% | 2.88% | 6.10% | 6.59% |
| UTI Medium To Long Term Fund Regular-IDCW Half Yearly |
₹303 | 0.50% | 0.03% | 2.88% | 6.10% | 6.59% |
| UTI Medium To Long Term Fund Regular-IDCW Quarterly |
₹303 | 0.50% | 0.03% | 2.88% | 6.10% | 6.59% |
| UTI Medium To Long Term Fund Regular-IDCW Yearly |
₹303 | 0.50% | 0.03% | 2.88% | 6.10% | 6.59% |
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growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from UTI Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
UTI Medium To Long Term Fund Direct-flexi IDCW
|
₹303 | 0.52% | 0.11% | 2.66% | 3.26% | 6.51% |
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UTI Medium To Long Term Fund Direct-Growth
|
₹303 | 0.52% | 0.11% | 2.66% | 3.26% | 6.51% |
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UTI Medium To Long Term Fund Regular-Growth
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₹303 | 0.50% | 0.03% | 2.47% | 2.88% | 6.10% |
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UTI Medium To Long Term Fund Regular-IDCW Half Yearly
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₹303 | 0.50% | 0.03% | 2.47% | 2.88% | 6.10% |
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UTI Medium To Long Term Fund Direct-IDCW Half Yearly
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₹303 | 0.52% | 0.11% | 2.66% | 3.26% | 6.51% |
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UTI Medium To Long Term Fund Regular-IDCW Quarterly
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₹303 | 0.50% | 0.03% | 2.47% | 2.88% | 6.10% |
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UTI Medium To Long Term Fund Direct-IDCW Quarterly
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₹303 | 0.52% | 0.11% | 2.66% | 3.26% | 6.51% |
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UTI Medium To Long Term Fund Regular-IDCW Yearly
|
₹303 | 0.50% | 0.03% | 2.47% | 2.88% | 6.10% |
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UTI Medium To Long Term Fund Direct-IDCW Yearly
|
₹303 | 0.52% | 0.11% | 2.66% | 3.26% | 6.51% |
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growth is based on 1-month returns of the fundsUTI Medium To Long Term Fund Regular-flexi IDCW Calculator
I want to invest
Pro Tip
Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth
/Month
I want to invest for
Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Pro Tip
Top 25% of investors consistently generate more than 12% return
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I want to invest for
Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Top 25% of investors consistently generate more than 12% return
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Wealth Gained
Monthly Investment
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| SBI Medium To Long Term Fund Regular-Growth |
₹1,995 | ₹74.09 | 6.17% | 5.55% | 6.73% |
| SBI Medium To Long Term Fund Direct-Growth |
₹1,995 | ₹80.70 | 6.91% | 6.27% | 7.48% |
| SBI Medium To Long Term Fund Direct-IDCW Half Yearly |
₹1,995 | ₹22.90 | 6.91% | 6.27% | 7.48% |
| SBI Medium To Long Term Fund Regular-IDCW Half Yearly |
₹1,995 | ₹19.38 | 6.17% | 5.55% | 6.73% |
| SBI Medium To Long Term Fund Direct-IDCW Quarterly |
₹1,995 | ₹23.44 | 6.91% | 6.27% | 7.48% |
| SBI Medium To Long Term Fund Regular-IDCW Quarterly |
₹1,995 | ₹20.86 | 6.17% | 5.55% | 6.73% |
| ICICI Prudential Medium To Long Term Fund-Growth |
₹1,977 | ₹42.27 | 6.66% | 5.88% | 6.53% |
| ICICI Prudential Medium To Long Term Fund Direct-Growth |
₹1,977 | ₹45.01 | 7.07% | 6.35% | 7.08% |
| ICICI Prudential Medium To Long Term Fund-IDCW Half Yearly |
₹1,977 | ₹11.08 | 6.66% | 5.88% | 6.53% |
| ICICI Prudential Medium To Long Term Fund Direct-IDCW Half Yearly |
₹1,977 | ₹10.76 | 7.07% | 6.35% | 7.08% |
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Top funds are based on Fund AUM
UTI Medium To Long Term Fund Regular-flexi IDCW Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Government Of India 35152 Goi 18nv39 6.92 Fv Rs 100 | Entities | 36.82% | ₹121.39 Cr |
| Government Of India 35152 Goi 18nv39 6.92 Fv Rs 100 | Entities | 37.11% | ₹119.43 Cr |
| Government Of India 35152 Goi 18nv39 6.92 Fv Rs 100 | Entities | - | — |
| Government Of India 35152 Goi 18nv39 6.92 Fv Rs 100 | Entities | 37.79% | ₹119.24 Cr |
| Government Of India 35152 Goi 18nv39 6.92 Fv Rs 100 | Entities | 37.79% | ₹119.24 Cr |
| Government Of India 36185 Goi 07jl40 6.68 Fv Rs 100 | Entities | 28.13% | ₹87.94 Cr |
| Government Of India 36185 Goi 07jl40 6.68 Fv Rs 100 | Entities | 28.23% | ₹87.39 Cr |
| Government Of India 36185 Goi 07jl40 6.68 Fv Rs 100 | Entities | 25.13% | ₹77.05 Cr |
| Government Of India 36185 Goi 07jl40 6.68 Fv Rs 100 | Entities | 15.78% | ₹48.33 Cr |
| Government Of India 35840 Goi 15ap65 6.9 Fv Rs 100 | Entities | 8.87% | ₹26.91 Cr |
| Government Of India 35840 Goi 15ap65 6.9 Fv Rs 100 | Entities | 8.87% | ₹26.91 Cr |
| Government Of India 35840 Goi 15ap65 6.9 Fv Rs 100 | Entities | 8.87% | ₹26.91 Cr |
| Government Of India 35840 Goi 15ap65 6.9 Fv Rs 100 | Entities | 8.87% | ₹26.91 Cr |
| Government Of India 35840 Goi 15ap65 6.9 Fv Rs 100 | Entities | 8.87% | ₹26.91 Cr |
| Government Of India 35031 Goi 07ot34 6.79 Fv Rs 100 | Entities | 7.77% | ₹25.63 Cr |
| Lic Housing Finance Limited Tr 434 Op Ii 7.67 Loa 15ap33 Fvrs10lac | Financial | 7.75% | ₹25.56 Cr |
| Lic Housing Finance Limited Tr 434 Op Ii 7.67 Loa 15ap33 Fvrs10lac | Financial | 8.09% | ₹25.53 Cr |
| Lic Housing Finance Limited Tr 434 Op Ii 7.67 Loa 15ap33 Fvrs10lac | Financial | 8.09% | ₹25.53 Cr |
| Lic Housing Finance Limited Tr 434 Op Ii 7.67 Loa 15ap33 Fvrs10lac | Financial | 8.16% | ₹25.52 Cr |
| Lic Housing Finance Limited Tr 434 Op Ii 7.67 Loa 15ap33 Fvrs10lac | Financial | 8.20% | ₹25.39 Cr |
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Top Debt Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| UTI Medium To Long Term Fund Direct-flexi IDCW |
₹16.26 | 6.51% | 6.97% | - |
| UTI Medium To Long Term Fund Direct-Growth |
₹83.59 | 6.51% | 6.97% | - |
| UTI Medium To Long Term Fund Direct-IDCW Half Yearly |
₹15.65 | 6.51% | 6.97% | - |
| UTI Medium To Long Term Fund Direct-IDCW Quarterly |
₹26.38 | 6.51% | 6.97% | - |
| UTI Medium To Long Term Fund Direct-IDCW Yearly |
₹13.42 | 6.51% | 6.97% | - |
| UTI Medium To Long Term Fund Regular-flexi IDCW |
₹14.84 | 6.10% | 6.59% | - |
| UTI Medium To Long Term Fund Regular-Growth |
₹76.34 | 6.10% | 6.59% | - |
| UTI Medium To Long Term Fund Regular-IDCW Half Yearly |
₹15.08 | 6.10% | 6.59% | - |
| UTI Medium To Long Term Fund Regular-IDCW Quarterly |
₹19.61 | 6.10% | 6.59% | - |
| UTI Medium To Long Term Fund Regular-IDCW Yearly |
₹13.17 | 6.10% | 6.59% | - |
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growth is based on 5Y returns of the funds
Frequently Asked Questions
UTI Medium To Long Term Fund Regular-flexi IDCW
What is the current AUM of UTI Medium To Long Term Fund Regular-flexi IDCW?
As of Wed Sep 30, 2026, UTI Medium To Long Term Fund Regular-flexi IDCW manages assets worth ₹303.4 crore
How has UTI Medium To Long Term Fund Regular-flexi IDCW performed recently?
- 3 Months: 0.03%
- 6 Months: 2.47%
What is the long-term performance of UTI Medium To Long Term Fund Regular-flexi IDCW?
- 3 Years CAGR: 6.10%
- 5 Years CAGR: 6.59%
- Since Inception: 7.40%
What is the portfolio composition of UTI Medium To Long Term Fund Regular-flexi IDCW?
Debt: 95.75%, Others: 4.25%.
Who manages UTI Medium To Long Term Fund Regular-flexi IDCW?
UTI Medium To Long Term Fund Regular-flexi IDCW is managed by Sunil Madhukar Patil from UTI Mutual Fund.
Which are the top companies UTI Medium To Long Term Fund Regular-flexi IDCW has invested in?
- GOVERNMENT OF INDIA 35152 GOI 18NV39 6.92 FV RS 100 – 36.82% of the fund's portfolio
- GOVERNMENT OF INDIA 35152 GOI 18NV39 6.92 FV RS 100 – 37.11% of the fund's portfolio
- GOVERNMENT OF INDIA 35152 GOI 18NV39 6.92 FV RS 100 – 1.00% of the fund's portfolio
- GOVERNMENT OF INDIA 35152 GOI 18NV39 6.92 FV RS 100 – 37.79% of the fund's portfolio
- GOVERNMENT OF INDIA 35152 GOI 18NV39 6.92 FV RS 100 – 37.79% of the fund's portfolio
Which are the major sectors UTI Medium To Long Term Fund Regular-flexi IDCW focuses on?
- Entities – 299.91% of the fund's portfolio
- Financial – 40.30% of the fund's portfolio
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