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 (29-09-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 2,302.41 Cr As on 30-09-2025(Source:AMFI)
Turn over: - | Exit Load: Nil

3628.7167

7.2%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
Nifty 1D Rate Index
-
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 6.87
Average Maturity 1.28

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 7.74 7.72 7.49 7.08 6.16
HSBC Low Duration Fund - Regular Growth 01-01-2013 8.74 8.1 7.76 6.04 6.72
ICICI Prudential Savings Fund - Growth 27-09-2002 7.81 7.87 7.74 6.35 7.23
Axis Treasury Advantage Fund - Regular Plan - Growth Option 05-10-2009 7.73 7.67 7.44 6.0 6.86
Axis Treasury Advantage Fund - Retail Plan - Growth Option 15-03-2010 7.73 7.67 7.44 6.0 6.73
Nippon India Low Duration Fund- Growth Plan - Growth Option 10-03-2007 7.47 7.41 7.2 5.91 6.66
JM Low Duration Fund (Regular) - Growth Option 27-09-2006 7.46 7.36 7.1 5.59 6.19
Invesco India Low Duration Fund - Growth 18-01-2007 7.46 7.48 7.28 5.75 6.7
Canara Robeco Savings Fund - Regular Plan - Growth Option 05-03-2005 7.43 7.41 7.27 5.69 6.55
BANDHAN Low Duration Fund - Regular Plan - Growth 05-01-2006 7.42 7.39 7.25 5.74 6.73

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

100.0%

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