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UTI Mutual Fund · Medium Duration Fund
UTI - Medium Term Fund (Segregated - 17022020) - Direct Plan - Growth Option
₹0.3663NAV 2022-01-27
Direct PlanGrowthSince 2020-02-171.9y historyINF789F1AOC4
NAV History
2020-02-17 → 2022-01-27
+260.53%
Returns vs Category
1M
3M
6M
1Y
3Y
5Y
10Y
Fund
+296.9%
+303.9%
+314.8%
+338.7%
-
-
-
Risk Metrics
Sharpe
0.68
Sortino
8.34
Max DD
-24.2%
Volatility
+215.9%
Best Year
+296.4%
Worst Year
-15.6%
SIP / Lumpsum Calculator
₹
Risk & Portfolio
Avg AUM
-
AUM as of
-
Volatility (annualised)
+215.9%
Max drawdown
-24.2%
Sharpe ratio
0.68
Sortino ratio
8.34
Calmar ratio
-
Positive months
96%
Best year
+296.4%
Worst year
-15.6%
Peers — Medium Duration Fund
Aditya Birla Sun Life Medium Term Plan - Growth - Direct Plan
Aditya Birla Sun Life Mutual Fund
+10.0%
3Y
₹1,384 Cr
AUM
0.50
Sharpe
Kotak Medium Term Fund - Direct Growth
Kotak Mahindra Mutual Fund
+8.3%
3Y
₹746 Cr
AUM
0.73
Sharpe
ICICI Prudential Medium Term Bond Fund - Direct Plan - Growth
ICICI Prudential Mutual Fund
+7.9%
3Y
₹2,232 Cr
AUM
0.77
Sharpe
Nippon India Medium Duration Fund - Direct Plan - Growth Option
Nippon India Mutual Fund
+7.9%
3Y
₹66 Cr
AUM
-0.17
Sharpe
Axis Strategic Bond Fund - Direct Plan - Growth Option
Axis Mutual Fund
+7.9%
3Y
₹1,092 Cr
AUM
-0.22
Sharpe
HSBC Medium Duration Fund - Direct Growth
HSBC Mutual Fund
+7.5%
3Y
₹229 Cr
AUM
0.69
Sharpe
HDFC Medium Term Debt Fund - Growth Option - Direct Plan
HDFC Mutual Fund
+7.4%
3Y
₹1,734 Cr
AUM
0.64
Sharpe
SBI MEDIUM DURATION FUND - DIRECT PLAN - GROWTH
SBI Mutual Fund
+7.2%
3Y
₹3,287 Cr
AUM
0.69
Sharpe
Returns derived from daily AMFI NAV. Sub-1Y returns are point-to-point; 3Y+ are CAGR. Sharpe and Sortino computed against a 7% annualised risk-free rate (0.07). Past performance does not guarantee future results.