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: 0.45% As on (31-08-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 3,123.74 Cr As on 29-08-2025(Source:AMFI)
Turn over: - | Exit Load: Nil

3617.1466

7.21%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
Nifty 1D Rate Index
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Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 6.69
Average Maturity 1.11

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 7.83 7.73 7.47 7.1 6.18
HSBC Low Duration Fund - Regular Growth 01-01-2013 8.83 8.13 7.75 6.06 6.75
ICICI Prudential Savings Fund - Growth 27-09-2002 7.96 7.88 7.76 6.39 7.25
Axis Treasury Advantage Fund - Regular Plan - Growth Option 05-10-2009 7.83 7.69 7.41 6.02 6.87
Axis Treasury Advantage Fund - Retail Plan - Growth Option 15-03-2010 7.83 7.69 7.41 6.02 6.74
Nippon India Low Duration Fund- Growth Plan - Growth Option 10-03-2007 7.6 7.42 7.16 5.93 6.67
Invesco India Low Duration Fund - Growth 18-01-2007 7.59 7.51 7.25 5.77 6.72
JM Low Duration Fund (Regular) - Growth Option 27-09-2006 7.55 7.38 7.05 5.6 6.2
Canara Robeco Savings Fund - Regular Plan - Growth Option 05-03-2005 7.53 7.43 7.25 5.69 6.56
HDFC Low Duration Fund - Growth 05-11-1999 7.51 7.39 7.25 5.96 6.71

Scheme Characteristics

Investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 6 months - 12 months.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

99.98%

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