TickerKhojUTI Mutual Fund · Debt · Medium Term · Regular plan
UTI Medium Term Fund - Regular Plan - Growth
₹19.0457NAV on 30 Oct 2026Expense ratio 1.54%
29 Oct 2025NAV low 18.54 · high 19.28+2.7%
In plain words
Over 3 years it returned +5.9% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -1.4%.
On 3-year return it ranks 11 of 12 funds in Medium Term.
A monthly SIP over 10 years ended ₹56,039 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -0.5% | +1.9% |
| 3 months | -0.8% | -5.1% |
| 6 months | +1.4% | -3.2% |
| 1 year | +2.7% | -10.2% |
| 3 years (yearly) | +5.9% | +7.4% |
| 5 years (yearly) | +5.1% | +6.5% |
| 10 years (yearly) | +5.1% | +11.3% |
| Since start (yearly) | +5.7% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,21,539 | +2.1% |
| 3 years | ₹3,60,000 | ₹3,87,751 | +4.7% |
| 5 years | ₹5,90,000 | ₹6,75,262 | +5.3% |
| 10 years | ₹11,90,000 | ₹15,39,798 | +5.0% |
Other plan of this fund: UTI Medium Term Fund - Direct Plan - Growth