NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹18.82
-0.04%
NAV as on 16 Mar 26, 12:00 AM
moderate risk
medium duration
debt
NAV as on 16 Mar 26, 12:00 AM
moderate risk
medium duration
debt
5.92%p.a.
Last 1Y
6.75%p.a.
Last 3Y
6.16%p.a.
Last 5Y
5.93%p.a.
Since Inception
About UTI Medium Duration Fund -Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the UTI Medium Duration Fund -Growth scheme from UTI Asset Management Company Private Limited. It is a Medium Duration mutual fund scheme that predominantly invests in Medium Duration stocks of companies. Launched on Mar 2015, UTI Medium Duration Fund -Growth is Medium Duration fund of its category with 38.68 Cr fund under management as on Mar 2026. The expense ratio of this fund is less than that of most other Fund category Medium Duration funds.
- UTI Medium Duration Fund -Growth delivered 5.9% annual returns during the last year. It has delivered 5.9% average annual returns since the fund was launched.
- UTI Medium Duration Fund -Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in debt
Fund Objective
The investment objective of the scheme is to generate reasonable income by investing in debt & money market securities such that the Macaulay duration of the portfolio is between 3 to 4 years. However there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.
Top 10 Holdings
Net Current Assets
7.90%
Others CBLO
2.46%
TATA MOTORS LIMITED SR E30 B 6.95 LOA 31MR26 FVRS10LAC
5.17%
CENTRAL GOVERNMENT LOAN 31280 GOI 17JN32 6.54 FV RS 100
7.64%
GOVERNMENT OF INDIA 31909 GOI 22AG32 7.26 FV RS 100
10.73%
Dewan Housing Finance Corporation Ltd Debenture 6.75 26/09/2031
2.40%
STATE DEVELOPMENT LOAN 32803 UP 29MR33 7.79 FV RS 100
8.10%
CENTURY TEXTILES AND INDUSTRIES LIMITED SR XXI 8.10 LOA 25AP26 FVRS1LAC
5.17%
GOI Sec 7.18 14/08/2033
17.34%
TATA PROJECTS LIMITED SR M 8.43 NCD 06FB26 FVRS1LAC
2.60%
Fund Managers
- Sunil Madhukar Patil (Jan 2025 - Present)
- Abhishek Sonthalia (Nov 2025 - Present)
Key Information
View Scheme Document
UTI Medium Duration Fund -Growth SIP Calculator
If invested
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For a period of
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This Fund
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Fixed Deposit
NRI Mutual Fund Tax on UTI Medium Duration Fund -Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in UTI Medium Duration Fund -Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in UTI Medium Duration Fund -Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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