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NAVs as of 20 Aug 2026
UTI Medium Duration FundDirect · IDCWKotak Medium Term Fund - Direct Plan - StandardDirect · IDCWSBI Medium Duration FundDirect · IDCWBandhan Medium Duration Fund - Direct Plan - PeriodicDirect · IDCW4 of 4 funds
Comparing the maximum of 4. Replace which fund?
Growth of ₹100 (rebased over the selected window)
Common period 09 Apr 2015 – 20 Aug 2026, limited by UTI Medium Duration Fund. Every series is rebased to ₹100 at the start of this window.
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| Date | UTI Medium Duration Fund | Kotak Medium Term Fund - Direct Plan - Standard | SBI Medium Duration Fund | Bandhan Medium Duration Fund - Direct Plan - Periodic |
|---|---|---|---|---|
| 09 Apr 2015 | ₹100.00 | ₹100.00 | ₹100.00 | ₹100.00 |
| 20 Mar 2016 | ₹108.55 | ₹110.23 | ₹100.33 | ₹107.33 |
| 01 Mar 2017 | ₹110.44 | ₹122.41 | ₹107.75 | ₹117.89 |
| 10 Feb 2018 | ₹111.42 | ₹131.13 | ₹108.11 | ₹124.08 |
| 22 Jan 2019 | ₹114.02 | ₹139.20 | ₹110.47 | ₹132.65 |
| 03 Jan 2020 | ₹116.20 | ₹149.84 | ₹116.18 | ₹145.87 |
| 14 Dec 2020 | ₹116.31 | ₹162.39 | ₹130.19 | ₹103.12 |
| 24 Nov 2021 | ₹120.90 | ₹172.09 | ₹136.17 | ₹97.72 |
| 05 Nov 2022 | ₹119.03 | ₹177.35 | ₹139.67 | ₹98.24 |
| 17 Oct 2023 | ₹127.09 | ₹188.95 | ₹150.52 | ₹104.59 |
| 27 Sep 2024 | ₹137.89 | ₹208.84 | ₹163.34 | ₹114.07 |
| 08 Sep 2025 | ₹147.56 | ₹226.45 | ₹175.72 | ₹122.30 |
| 20 Aug 2026 | ₹155.37 | ₹243.46 | ₹187.73 | ₹129.68 |
| Metric | UTI · Direct · IDCW NAV ₹15.56 Moderate risk ★★★★☆ | Kotak Mahindra · Direct · IDCW NAV ₹27.54 Moderate risk ★★★★★ | SBI · Direct · IDCW NAV ₹23.18 Moderate risk ★★★★★ | Bandhan · Direct · IDCW NAV ₹13.89 Moderate risk ★★★★☆ | Category median Medium Duration Fund · 26 funds |
|---|---|---|---|---|---|
| +5.58% | +7.79%Best in row | +7.18% | +6.22% | +1.37% | |
| +7.15% | +9.15%Best in row | +7.96% | +7.61% | +1.41% | |
| +5.69% | +7.56%Best in row | +6.91% | +6.07% | +2.03% | |
| +3.69% | +7.63%Best in row | +6.08% | +1.42% | +0.99% | |
| +3.95% | +8.48%Best in row | +5.68% | +2.79% | +0.85% | |
| +6.58% | +8.42%Best in row | +7.67% | +7.03% | — | |
| +3.33% | +7.91%Best in row | +5.56% | +1.22% | +0.71% | |
| +3.02% | +7.67%Best in row | +5.45% | -0.71% | +0.80% | |
| +3.65% | +8.08%Best in row | +5.54% | +1.70% | +0.76% | |
| Risk | |||||
| 1.17% | 1.44% | 1.20% | 1.42% | 2.82% | |
| 0.56 | 1.84Best in row | 1.21 | 0.78 | -0.96 | |
| 0.81 | 2.78Best in row | 1.80 | 1.16 | -0.96 | |
| -5.51% | -5.17%Best in row | -7.46% | -37.55% | -8.30% | |
| 0.83% | — | 0.72% | 0.66%Best in row | 0.70% | |
| ₹36.58Cr | — | ₹6,442Cr | ₹87.06L | ₹718.05Cr | |
| Up to 1.00% | — | 1.00% | None | — | |
| None | — | None | None | — | |
| ₹2.02K | — | ₹500 | ₹100 | — | |
| ₹500 | — | ₹5.00K | ₹1.00K | — | |
| Abhishek Sonthalia | — | Lokesh Mallya · 2.7y | Suyash Choudhary · 10.9y | — | |
| 09 Apr 2015 | 25 Mar 2014 | 17 Apr 2013 | 16 Sep 2014 | — | |
| 19.7% | — | 3.2% | 2.9% | — | |
8 rows carry the same value for every fund — show
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Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.