Advertisement

UTI Medium to Long Duration Fund Regular Plan Growth INF789F01406

Morningstar’s Analysis

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 YTD
Manager Change : Full Partial
Total Return %
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
6.31 13.90 3.60 4.03 -5.84 1.05 9.43 9.89 6.44 8.46 0.10
Category
5.72 11.62 2.93 4.33 6.53 9.94 3.38 2.64 6.34 8.06 N/A
Index
8.63 12.94 4.71 5.91 10.72 12.29 3.44 2.51 7.29 8.95 0.10
Quartile Rank
Quartile Rank is second Quartile Rank is first Quartile Rank is second Quartile Rank is third Quartile Rank is fourth Quartile Rank is fourth Quartile Rank is first Quartile Rank is first Quartile Rank is third Quartile Rank is third
Percentile Rank
40 21 36 56 90 97 5 4 68 51
# of Invest. in Cat.
463 408 315 154 149 156 158 137 138 137
Category Name
IN034 India Fund Medium to Long Duration
IN034 India Fund Medium to Long Duration
IN034 India Fund Medium to Long Duration
IN034 India Fund Medium to Long Duration
IN034 India Fund Medium to Long Duration
IN034 India Fund Medium to Long Duration
IN034 India Fund Medium to Long Duration
IN034 India Fund Medium to Long Duration
IN034 India Fund Medium to Long Duration
IN034 India Fund Medium to Long Duration

Articles related to this fund


Asset Allocation

Asset Class Investment Category Index
Equity 0.00 0.00 0.00
Fixed Income 97.84 94.67 99.20
Preferred 0.00 0.00 0.00
Convertible 0.00 0.00 0.00
Cash 1.90 5.32 0.80
Other 0.26 0.02 0.00

Stock Style

People

Morningstar Risk & Return

Risk vs. Category
High
Return vs. Category
High

Holdings



© Copyright 2025 Morningstar, Inc. All rights reserved.
Terms of Use    Privacy Policy
© Copyright 2025 Morningstar, Inc. All rights reserved. Please read our Terms of Use above. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
As of December 1st, 2023, the ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar/Sustainalytics accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
Company: Morningstar India Private Limited; Regd. Office: 9th floor, Platinum Technopark, Plot No. 17/18, Sector 30A, Vashi, Navi Mumbai – 400705, Maharashtra, India; CIN: U72300MH2004PTC245103; Telephone No.: +91-22-61217100; Fax No.: +91-22-61217200; Contact: Morningstar India Help Desk (e-mail: helpdesk.in@morningstar.com) in case of queries or grievances.
Top