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: CRISIL Low Duration Fund AI Index
TER: 0.45% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 2,672.43 Cr As on (31-03-2024)
Turn over: - | Exit Load: Nil

3237.2979

7.15%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
S&P BSE India Bond Index
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Gold
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PPF
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Returns Type:
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  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

It aims to generate attractive returns consistent with capital preservation and liquidity.

Current Asset Allocation (%)

Indicators

Standard Deviation 2.55
Sharpe Ratio 0.75
Alpha 1.77
Beta -0.07
Yield to Maturity 7.84
Average Maturity 1.23

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 7.19 6.43 7.29 4.6 6.37
ICICI Prudential Savings Fund - Growth 27-09-2002 7.87 6.92 5.96 6.62 7.45
HSBC Low Duration Fund - Regular Growth 01-01-2013 7.29 6.2 5.29 5.24 6.96
HDFC Low Duration Fund - Growth 05-11-1999 7.19 6.27 5.43 6.14 6.82
Axis Treasury Advantage Fund - Regular Plan - Growth Option 05-10-2009 7.16 6.34 5.5 6.17 7.0
Axis Treasury Advantage Fund - Retail Plan - Growth Option 15-03-2010 7.16 6.34 5.5 6.21 6.77
Canara Robeco Savings Fund - Regular Plan - Growth Option 05-03-2005 7.1 6.15 5.2 5.65 6.77
Invesco India Low Duration Fund - Growth 18-01-2007 7.08 6.11 5.24 5.98 6.9
DSP Low Duration Fund - Regular Plan - Growth 01-03-2015 6.97 6.14 5.29 5.9 -
Nippon India Low Duration Fund- Growth Plan - Growth Option 10-03-2007 6.96 6.06 5.36 5.75 6.87

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

99.99%

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