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UTI Medium to Long Duration Fund

UTI Mutual Fund As of 2026-05-31
Compare Run analysis
Holdings
25
Concentrated
Top 10 weight
62%
Concentration
Active share
-
Style
Equity
-
Asset allocation

Portfolio

11Sectors 17High-conviction bets 43%Top sector wt. -Cash

Market-cap allocation

Cap allocation not available for this fund.

Asset allocation

Asset mix not available.

Top holdings

CD - SMALL INDST. DEV. BANK OF INDIA - 10/11/2026CARE-A1+
8.0%
7.08% A P SGL MAT - 26/03/2037DEBT
7.9%
CD - HDFC BANK LTD - 15/02/2027DEBT
7.9%
07.80% XIRR PTC- SIDDHIVINAYAK SECURITISATION TRUST-28/09/2030EQUITY
6.5%
7.74% WEST BENGAL SGS Mat - 18/02/2044DEBT
6.4%
NCD MUTHOOT FINANCE LTDDEBT
5.6%
NCD PIRAMAL FINANCE LIMITEDDEBT
5.0%
NCD ADITYA BIRLA RENEWABLES LTDDEBT
5.0%
NCD TORRENT PHARMACEUTICALS LTD.DEBT
4.9%
07.65% RAJASTHAN SGS Mat - 07/01/2040DEBT
4.9%

AI Smart summary

Pros

  • Balanced across the metrics we track.

Cons

  • Compact 25-stock portfolio - higher single-stock impact.
  • High top-10 concentration (62%).
  • Concentrated in SOV - watch sector risk.

Auto-generated from fund metrics. Educational only - not investment advice.

Peer comparison

Other funds in this category.

No peers found in this category.

Sector exposure

Full industry / sector breakdown aggregated from the fund's holdings.

SOV43.2%
CARE-A1+15.9%
ICRA-AA+10.5%
CRISIL-AAA(SO)6.5%
CARE-AA+5.0%
CRISIL-AA5.0%
IND-AAA(SO)4.4%
CRISIL-AAA3.9%
CRISIL-AA+1.7%
-0.3%