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Debt · Medium Term

UTI Medium Term Fund

UTI Asset Mgmt. Co. Ltd.
Benchmark
NIFTY Medium Duration Debt Index A-III
Riskometer
Moderate
Size
₹34 cr
Allotted
31 Mar 2015
Holdings as of
30 Sep 2026

UTI Medium Term Fund is a medium term fund of UTI Asset Mgmt. Co. Ltd. with ₹34 cr under management. It is ahead of its benchmark (NIFTY Medium Duration Debt Index A-III) in 3 of 4 periods. Its direct plan charges 0.94% a year. Anurag Mittal has managed it for 0.2 years.

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What is UTI Medium Term Fund invested in?

47% in debt, 38% in shares and 15% in cash, as of 30 Sep 2026.

Equity37.9%Debt47.4%Cash14.7%Other0.0%
Holdings as of 30 Sep 2026

Has UTI Medium Term Fund beaten its benchmark?

Ahead of its benchmark, NIFTY Medium Duration Debt Index A-III, in 3 of 4 periods in AMFI's figures; +3.48% over the last year against +1.82%.

Official figures

AMFI performance feed, 14 Oct 2026
Ahead of its benchmark (NIFTY Medium Duration Debt Index A-III) in 3 of 4 periods.
PeriodDirectRegularBenchmarkAheadRank
1y +3.48%+2.81%+1.82% +1.66 🔒
3y +6.63%+5.93%+6.25% +0.38 🔒
5y +5.74%+5.07%+5.25% +0.49 🔒
10y +5.81%+5.11%+6.50% −0.69 🔒
Ahead in points a year · its rank among Medium Term funds, and how steady the lead is, in the app

Risk, falls and every year

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Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.
See them in the app →

What does UTI Medium Term Fund cost?

0.94% a year on the direct plan, 1.54% on the regular plan; 10 of 12 funds in its category charge less.

Direct plan
0.94% a year
Category median 0.70%
Regular plan
1.54% a year
Category median 1.31%
Gap
0.60 points
for the same holdings
10 of 12 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Income/Debt Oriented Schemes - Medium Term Fund

What the regular plan costs you over time

🔒 Pro
The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages UTI Medium Term Fund?

Anurag Mittal, since 21 Jul 2026.

Anurag Mittal
0.2 years
since 21 Jul 2026
Benchmark as filedNifty Medium Duration Debt Index A-III
Exit load
Redemption / Switch out (a) within 12 months from the date of allotment – (i) upto 10% of the allotted Units - NIL (ii) beyond 10% of allotted Units - 1.00 % (b) After 12 months from the date of allotment - NIL
From 2 Scheme Summary Documents filed with NSE, first on 10 Sep 2026; as on 4 Oct 2026

Questions people ask

Who manages UTI Medium Term Fund?

Anurag Mittal (manager) since 21 Jul 2026.

What is the expense ratio of UTI Medium Term Fund?

0.94% a year on the direct plan and 1.54% on the regular plan (expense report, Oct 2026).

How has UTI Medium Term Fund done?

Its direct plan returned +6.63% a year over 3 years against +6.25% for its benchmark, NIFTY Medium Duration Debt Index A-III, as of 14 Oct 2026.

Inside the app

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UTI Medium Term Fund in the app: beside your own funds, with what you own through them

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