Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week+0.17%
1 Month+0.26%
3 Months+1.17%
6 Months+2.67%
1 Year+6.62%
3 Years (CAGR)+7.24%
5 Years (CAGR)+7.22%
10 Years (CAGR)+6.03%
Since Inception (Apr 2007)+7.16%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+5.84%
3 Year SIP+7.02%
5 Year SIP+7.01%
Since Inception (Apr 2007)+6.80%
Fund Details
Fund HouseUTI Mutual Fund
CategoryLow Duration
Plan Typeregular
Optiongrowth
AUM₹2,990 Cr
Expense Ratio0.40%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date24 Apr 2007
AMFI Code102544
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
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Investment Objective
UTI Low Duration Fund - Regular Plan - Growth Option by UTI Mutual Fund is a Low 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 Low Duration category.
About This Fund
UTI Low Duration Fund - Regular Plan - Growth Option is a Low Duration mutual fund offered by UTI Mutual Fund. The fund has been operational for over 18 years. It manages assets worth ₹2,990 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 0.40%.
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