UTI-Medium to Long Duration Fund - Direct (G) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of UTI-Medium to Long Duration Fund - Direct (G) (16151) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
UTI-Medium to Long Duration Fund - Direct (G)
UTI Asset Management Company Ltd
The investment objective of the scheme is to generate optimal returns with adequate liquidity by investing in debt and money market instruments such that the Macaulay duration of the portfolio is between 4 years and 7 years. However there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Moderate Returns
Risk
Moderate Risk
Expenses
Moderate Expenses
Portfolio Mix
Debt Focused
Management
Experienced Team
Quality Score
Average Quality
UTI-Medium to Long Duration Fund - Direct (G) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
Management Stability
Fund manager experience
1-Year Returns
Recent performance momentum
Risk Assessment
Risk-adjusted returns
Cost Efficiency
Fund management costs
Long-term Track Record
Historical performance consistency
Fund Size
Assets under management
Equity Exposure
Market exposure level
Investment Timing Insights
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Your Investment
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Industry | % Assets |
|---|---|---|
| Gsec2039 | Govt. Securities | 36.82% |
| GSEC2034 | Govt. Securities | 7.77% |
| LIC Housing Finance Ltd | Finance - Housing - Large | 7.75% |
| Indian Railway Finance Corporation Ltd | Finance - Term-Lending Institutions | 7.68% |
| HDB Financial Services Ltd | Finance - Investment / Others | 7.66% |
| ANDHRA PRADESH 2037 | Govt. Securities | 7.63% |
| Cholamandalam Investment & Finance Company Ltd | Finance - Large | 4.65% |
| A B Renewables | Debt Others | 4.64% |
| INDIA UNIVERSAL TRUST AL1-SERIES A3 | Debt Others | 4.35% |
| Net CA & Others | Debt Others | 3.55% |
Compare against Medium to Long Duration Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Medium to Long Duration Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Medium to Long Duration Fund category
UTI-Medium to Long Duration Fund - Direct (G) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Aditya Birla SL Income Fund - Dir (G) | ₹137.06 | 3.10% | 6.17% | 7.06% |
| Aditya Birla SL Income Fund (G) | ₹126.94 | 2.86% | 5.71% | 6.60% |
| Nippon India Medium to Long Duration Fund - Dir (G) | ₹101.40 | 2.79% | 5.88% | 7.64% |
| Nippon India Medium to Long Duration Fund - (G) | ₹90.45 | 2.36% | 4.99% | 6.67% |
| Kotak Bond Fund - Direct (G) | ₹87.52 | 3.40% | 6.55% | 7.75% |
| LIC MF Medium to Long Duration Fund-Dir (G) | ₹79.09 | 3.89% | 7.72% | 7.97% |
| Kotak Bond Fund - Regular (G) | ₹77.73 | 2.90% | 5.53% | 6.62% |
Category Average Returns
Sunil Patil
A seasoned investment professional with over 13 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.