Overview / Mutual Fund Discovery / Open Ended Schemes ( Income/Debt Oriented Schemes - Medium to Long Term Fund ) / AMFI 135581

UTI Medium to Long Term Fund - Regular Plan - Half-Yearly IDCW

UTI Mutual Fund • Open Ended Schemes ( Income/Debt Oriented Schemes - Medium to Long Term Fund ) • Regular Plan • Half-Yearly IDCW

Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)

Latest NAV (2026-11-09)
₹15.0693
AMFI Code / ISIN
135581 / INF789FA1T07
Category Peer Standing
#52 of 106 ranked peers in Open Ended Schemes ( Income/Debt Oriented Schemes - Medium to Long Term Fund ) by 3Y Sortino
Historical Track
2015-10-14 to 2026-11-09 (2,678 daily observations)
Expense Ratio (TER)
Data unavailable (published only when verified against AMC statutory disclosures)
SEBI Riskometer
Data unavailable

Trailing CAGR, Rolling Returns & Risk Ratios

1Y CAGR
+2.70% p.a.
3Y CAGR
+5.97% p.a.
5Y CAGR
+5.77% p.a.
10Y CAGR
+3.40% p.a.
Since Inception CAGR
+3.77% p.a.
Sortino Ratio (3Y)
-0.38
Sharpe Ratio (3Y)
-0.27
Calmar Ratio
0.38
Annualized Volatility (3Y)
+1.95%
Maximum Drawdown
-15.55%
1Y / 3Y / 5Y Rolling Mean CAGR
+3.86% / +3.56% / +3.73%

Learn Sortino, Sharpe, Calmar & Drawdown in Knowledge Centre Module 3 • Quantitative Methodology

Monthly Portfolio Holdings & Overlap Check

Verified monthly AMC portfolio disclosure holdings are queried on demand for covered schemes and never fabricated. Learn multi-fund portfolio overlap analysis.

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