UTI Medium To Long Term Fund Regular-IDCW Quarterly

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 0.03%
NAV: ₹19.61 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of UTI Medium To Long Term Fund Regular-IDCW Quarterly

  • ₹303.4 Cr
    AUM
  • ₹19.61
    NAV
  • 1.64%
    Expense Ratio
  • Debt
    Fund Category
As on Thu Nov 05, 2026
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We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
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UTI Medium To Long Term Fund Regular-IDCW Quarterly 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-IDCW Quarterly

debt instruments

95.75%

other assets or cash equivalents

4.25%
Top Holdings
Government Of India 35152 Goi 18nv39 6.92 Fv Rs 100
36.82%
Government Of India 35152 Goi 18nv39 6.92 Fv Rs 100
37.11%
Government Of India 35152 Goi 18nv39 6.92 Fv Rs 100
1.00%
Government Of India 35152 Goi 18nv39 6.92 Fv Rs 100
37.79%
Government Of India 35152 Goi 18nv39 6.92 Fv Rs 100
37.79%
 
Top Sectors
Entities
299.91%
Financial
40.30%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About UTI Medium To Long Term Fund Regular-IDCW Quarterly

UTI Medium To Long Term Fund Regular-IDCW Quarterly is one Debt mutual fund offered by UTI Mutual Fund. 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%.
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%.
Based on investment horizon individuals often compare best sip in india as part of their long-term financial strategy.

Read more
  • Sunil Madhukar Patil

    Fund Manager

  • Mr. Patil is MMF, Finance

    Manager Education

Key Metrics of UTI Medium To Long Term Fund Regular-IDCW Quarterly

  • Standard Deviation
    2.56%
  • Mean
    5.71%
  • Sharpe Ratio
    0.06%
  • Sortino Ratio
    0.08%

UTI Medium To Long Term Fund Regular-IDCW Quarterly Fund Details

Fund Names UTI Medium To Long Term Fund Regular-IDCW Quarterly
Lock In No Lock-in
 
Risk Principal at moderately high risk
Category Average Annual Returns 6.96
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

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UTI Medium To Long Term Fund Regular-IDCW Quarterly Fund Returns Comparison

Compare UTI Medium To Long Term Fund Regular-IDCW Quarterly with other mutual funds in the same category

UTI Medium To Long Term Fund Regular-IDCW Quarterly

UTI Medium To Long Term Fund Direct-flexi IDCW

UTI Medium To Long Term Fund Direct-Growth

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Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
UTI Medium To Long Term Fund Direct-flexi IDCW trend ₹303 0.52% 0.11% 3.26% 6.51% 6.97%
UTI Medium To Long Term Fund Direct-Growth trend ₹303 0.52% 0.11% 3.26% 6.51% 6.97%
UTI Medium To Long Term Fund Direct-IDCW Half Yearly trend ₹303 0.52% 0.11% 3.26% 6.51% 6.97%
UTI Medium To Long Term Fund Direct-IDCW Quarterly trend ₹303 0.52% 0.11% 3.26% 6.51% 6.97%
UTI Medium To Long Term Fund Direct-IDCW Yearly trend ₹303 0.52% 0.11% 3.26% 6.51% 6.97%
UTI Medium To Long Term Fund Regular-flexi IDCW trend ₹303 0.50% 0.03% 2.88% 6.10% 6.59%
UTI Medium To Long Term Fund Regular-Growth trend ₹303 0.50% 0.03% 2.88% 6.10% 6.59%
UTI Medium To Long Term Fund Regular-IDCW Half Yearly trend ₹303 0.50% 0.03% 2.88% 6.10% 6.59%
UTI Medium To Long Term Fund Regular-IDCW Quarterly trend ₹303 0.50% 0.03% 2.88% 6.10% 6.59%
UTI Medium To Long Term Fund Regular-IDCW Yearly trend ₹303 0.50% 0.03% 2.88% 6.10% 6.59%
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increase 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 Regular-flexi IDCW increase ₹303 0.50% 0.03% 2.47% 2.88% 6.10%
UTI Medium To Long Term Fund Direct-flexi IDCW increase ₹303 0.52% 0.11% 2.66% 3.26% 6.51%
UTI Medium To Long Term Fund Direct-Growth increase ₹303 0.52% 0.11% 2.66% 3.26% 6.51%
UTI Medium To Long Term Fund Regular-Growth increase ₹303 0.50% 0.03% 2.47% 2.88% 6.10%
UTI Medium To Long Term Fund Regular-IDCW Half Yearly increase ₹303 0.50% 0.03% 2.47% 2.88% 6.10%
UTI Medium To Long Term Fund Direct-IDCW Half Yearly increase ₹303 0.52% 0.11% 2.66% 3.26% 6.51%
UTI Medium To Long Term Fund Direct-IDCW Quarterly increase ₹303 0.52% 0.11% 2.66% 3.26% 6.51%
UTI Medium To Long Term Fund Regular-IDCW Yearly increase ₹303 0.50% 0.03% 2.47% 2.88% 6.10%
UTI Medium To Long Term Fund Direct-IDCW Yearly increase ₹303 0.52% 0.11% 2.66% 3.26% 6.51%
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increase growth is based on 1-month returns of the funds

UTI Medium To Long Term Fund Regular-IDCW Quarterly Calculator

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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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Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
SBI Medium To Long Term Fund Regular-Growth trend ₹1,995 ₹74.09 6.17% 5.55% 6.73%
SBI Medium To Long Term Fund Direct-Growth trend ₹1,995 ₹80.70 6.91% 6.27% 7.48%
SBI Medium To Long Term Fund Direct-IDCW Half Yearly trend ₹1,995 ₹22.90 6.91% 6.27% 7.48%
SBI Medium To Long Term Fund Regular-IDCW Half Yearly trend ₹1,995 ₹19.38 6.17% 5.55% 6.73%
SBI Medium To Long Term Fund Direct-IDCW Quarterly trend ₹1,995 ₹23.44 6.91% 6.27% 7.48%
SBI Medium To Long Term Fund Regular-IDCW Quarterly trend ₹1,995 ₹20.86 6.17% 5.55% 6.73%
ICICI Prudential Medium To Long Term Fund-Growth trend ₹1,977 ₹42.27 6.66% 5.88% 6.53%
ICICI Prudential Medium To Long Term Fund Direct-Growth trend ₹1,977 ₹45.01 7.07% 6.35% 7.08%
ICICI Prudential Medium To Long Term Fund-IDCW Half Yearly trend ₹1,977 ₹11.08 6.66% 5.88% 6.53%
ICICI Prudential Medium To Long Term Fund Direct-IDCW Half Yearly trend ₹1,977 ₹10.76 7.07% 6.35% 7.08%
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Top funds are based on Fund AUM

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UTI Medium To Long Term Fund Regular-IDCW Quarterly Detailed Portfolio

Stocks Sector % of Holding Value
Government Of India 35152 Goi 18nv39 6.92 Fv Rs 100Entities36.82%₹121.39 Cr
Government Of India 35152 Goi 18nv39 6.92 Fv Rs 100Entities37.11%₹119.43 Cr
Government Of India 35152 Goi 18nv39 6.92 Fv Rs 100Entities-—
Government Of India 35152 Goi 18nv39 6.92 Fv Rs 100Entities37.79%₹119.24 Cr
Government Of India 35152 Goi 18nv39 6.92 Fv Rs 100Entities37.79%₹119.24 Cr
Government Of India 36185 Goi 07jl40 6.68 Fv Rs 100Entities28.13%₹87.94 Cr
Government Of India 36185 Goi 07jl40 6.68 Fv Rs 100Entities28.23%₹87.39 Cr
Government Of India 36185 Goi 07jl40 6.68 Fv Rs 100Entities25.13%₹77.05 Cr
Government Of India 36185 Goi 07jl40 6.68 Fv Rs 100Entities15.78%₹48.33 Cr
Government Of India 35840 Goi 15ap65 6.9 Fv Rs 100Entities8.87%₹26.91 Cr
Government Of India 35840 Goi 15ap65 6.9 Fv Rs 100Entities8.87%₹26.91 Cr
Government Of India 35840 Goi 15ap65 6.9 Fv Rs 100Entities8.87%₹26.91 Cr
Government Of India 35840 Goi 15ap65 6.9 Fv Rs 100Entities8.87%₹26.91 Cr
Government Of India 35840 Goi 15ap65 6.9 Fv Rs 100Entities8.87%₹26.91 Cr
Government Of India 35031 Goi 07ot34 6.79 Fv Rs 100Entities7.77%₹25.63 Cr
Lic Housing Finance Limited Tr 434 Op Ii 7.67 Loa 15ap33 Fvrs10lacFinancial7.75%₹25.56 Cr
Lic Housing Finance Limited Tr 434 Op Ii 7.67 Loa 15ap33 Fvrs10lacFinancial8.09%₹25.53 Cr
Lic Housing Finance Limited Tr 434 Op Ii 7.67 Loa 15ap33 Fvrs10lacFinancial8.09%₹25.53 Cr
Lic Housing Finance Limited Tr 434 Op Ii 7.67 Loa 15ap33 Fvrs10lacFinancial8.16%₹25.52 Cr
Lic Housing Finance Limited Tr 434 Op Ii 7.67 Loa 15ap33 Fvrs10lacFinancial8.20%₹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 increase ₹16.26 6.51% 6.97% -
UTI Medium To Long Term Fund Direct-Growth increase ₹83.59 6.51% 6.97% -
UTI Medium To Long Term Fund Direct-IDCW Half Yearly increase ₹15.65 6.51% 6.97% -
UTI Medium To Long Term Fund Direct-IDCW Quarterly increase ₹26.38 6.51% 6.97% -
UTI Medium To Long Term Fund Direct-IDCW Yearly increase ₹13.42 6.51% 6.97% -
UTI Medium To Long Term Fund Regular-flexi IDCW increase ₹14.84 6.10% 6.59% -
UTI Medium To Long Term Fund Regular-Growth increase ₹76.34 6.10% 6.59% -
UTI Medium To Long Term Fund Regular-IDCW Half Yearly increase ₹15.08 6.10% 6.59% -
UTI Medium To Long Term Fund Regular-IDCW Quarterly increase ₹19.61 6.10% 6.59% -
UTI Medium To Long Term Fund Regular-IDCW Yearly increase ₹13.17 6.10% 6.59% -
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increase growth is based on 5Y returns of the funds

Frequently Asked Questions

UTI Medium To Long Term Fund Regular-IDCW Quarterly

What is the current AUM of UTI Medium To Long Term Fund Regular-IDCW Quarterly?

As of Wed Sep 30, 2026, UTI Medium To Long Term Fund Regular-IDCW Quarterly manages assets worth ₹303.4 crore

How has UTI Medium To Long Term Fund Regular-IDCW Quarterly performed recently?

  • 3 Months: 0.03%
  • 6 Months: 2.47%

What is the long-term performance of UTI Medium To Long Term Fund Regular-IDCW Quarterly?

  • 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-IDCW Quarterly?

Debt: 95.75%, Others: 4.25%.

Who manages UTI Medium To Long Term Fund Regular-IDCW Quarterly?

UTI Medium To Long Term Fund Regular-IDCW Quarterly is managed by Sunil Madhukar Patil from UTI Mutual Fund.

Which are the top companies UTI Medium To Long Term Fund Regular-IDCW Quarterly 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-IDCW Quarterly focuses on?

  • Entities – 299.91% of the fund's portfolio
  • Financial – 40.30% of the fund's portfolio
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