UTI Low Duration Fund - Regular Plan - Growth Option
Fund House: UTI Mutual Fund| Category: Debt: Low Duration |
| Launch Date: 21-03-2003 |
| Asset Class: Fixed Income |
| Benchmark: NIFTY Low Duration Debt Index A-I |
| TER: 0.42% As on (31-10-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 2,813.98 Cr As on 31-10-2025(Source:AMFI) |
| Turn over: - | Exit Load: Nil |
3654.5436
-0.42 (-0.0114%)
7.2%
Benchmark: 6.33%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
Nifty 1D Rate Index
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
4 Years 1 Months
4 Years 1 Months
4 Years 1 Months
4 Years 1 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The investment objective is to generate reasonable income for its investors consistent with high liquidity by investing in a portfolio of debt & money market instruments. However there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 2.54 |
| Sharpe Ratio | 0.72 |
| Alpha | 1.48 |
| Beta | -0.18 |
| Yield to Maturity | 6.8 |
| Average Maturity | 1.18 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| UTI Low Duration Fund - Regular Plan - Growth Option | 21-03-2003 | 7.63 | 7.68 | 7.49 | 7.13 | 6.16 |
| HSBC Low Duration Fund - Regular Growth | 01-01-2013 | 8.56 | 8.05 | 7.71 | 6.05 | 6.7 |
| ICICI Prudential Savings Fund - Growth | 27-09-2002 | 7.8 | 7.9 | 7.78 | 6.32 | 7.23 |
| Axis Treasury Advantage Fund - Regular Plan - Growth Option | 05-10-2009 | 7.56 | 7.65 | 7.42 | 6.03 | 6.85 |
| Axis Treasury Advantage Fund - Retail Plan - Growth Option | 15-03-2010 | 7.56 | 7.65 | 7.42 | 6.03 | 6.73 |
| Nippon India Low Duration Fund- Growth Plan - Growth Option | 10-03-2007 | 7.33 | 7.39 | 7.15 | 5.91 | 6.65 |
| Canara Robeco Savings Fund - Regular Plan - Growth Option | 05-03-2005 | 7.3 | 7.37 | 7.22 | 5.72 | 6.54 |
| HDFC Low Duration Fund - Growth | 05-11-1999 | 7.29 | 7.37 | 7.24 | 5.89 | 6.7 |
| Invesco India Low Duration Fund - Growth | 18-01-2007 | 7.29 | 7.46 | 7.23 | 5.78 | 6.69 |
| JM Low Duration Fund (Regular) - Growth Option | 27-09-2006 | 7.27 | 7.33 | 7.06 | 5.63 | 6.19 |
Scheme Characteristics
Investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 6 months - 12 months.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
99.95%
