UTI Medium Duration Fund - Direct Plan - Half-Yearly IDCW
UTI Mutual Fund Debt Medium Duration Fund
Expense Ratio
0.83%
AUM
₹1.60 Lakh
Plan Type
Direct
Market Cap
NA
Risk Level
Moderate
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
+1.63%
Below Average
6 Months
+3.72%
Below Average
1 Year
+6.76%
Below Average
3 Years
+7.40%
Poor
5 Years
+5.23%
Poor
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹1.60 Lakh
Recent Trend
Growing
Stability Score
5.6
Growth Assessment
Stable
Growth Performance
Historical returns
1Y
Annual Growth
+8.11%
3Y
3Y CAGR
+24.03%
5Y
5Y CAGR
+29.03%
Growth Assessment: Stable
• Steady growth in investor base
• Moderate flow stability
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Very Low - Conservative investment with minimal price fluctuations
Volatility
2.30%
Annualized standard deviation
Sharpe Ratio
-0.255
Very Poor - Risk-adjusted return
Max Drawdown
-4.80%
Low - Worst decline
Consistency
85.7%
Performance consistency
Volatility Breakdown
Daily Volatility
0.14%
Average daily price movement
Annualized Volatility
2.30%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance