UTI Medium to Long Duration Fund - Regular Plan - Quarterly IDCW

UTI Medium to Long Duration Fund - Regular Plan - Quarterly IDCW is a scheme launched by UTI Mutual Fund on July 18, 1998, and falls under the Medium to Long Duration fund category. It currently manages an AUM of Rs 323.83 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 20000. It charges an expense ratio of 1.62% for managing the portfolio.

• Investing Strategy:

  The investment objecve of the scheme is to generate opmal returns with adequate liquidity by invesng in debt and money market instruments such that the Macaulay duraon of the porolio is between 4 years and 7 years.

• Performance:

  UTI Medium to Long Duration Fund - Regular Plan - Quarterly IDCW trailing returns over different times are 6.25% (1 year), 6.8% (3 year) and 6.77% (5 year). The average annual return of this fund stands at 4.5%.