Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-1.02%
1 Month-3.15%
3 Months-2.62%
6 Months-2.32%
1 Year-3.68%
3 Years (CAGR)+4.53%
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Mar 2023)+4.63%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-5.03%
3 Year SIP+1.91%
5 Year SIP—
Since Inception (Mar 2023)+1.91%
Fund Details
Fund HouseUTI Mutual Fund
CategoryLong Duration
Plan Typeregular
Optiongrowth
AUM₹98.0 Cr
Expense Ratio1.54%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date21 Mar 2023
AMFI Code151527
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
UTI Long Duration Fund - Regular Plan - Growth Option by UTI Mutual Fund is a Long Duration fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Long Duration category.
About This Fund
UTI Long Duration Fund - Regular Plan - Growth Option is a Long Duration mutual fund offered by UTI Mutual Fund. The fund has been operational for over 3 years. It manages assets worth ₹98.0 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.54%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations