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UTI Long Duration Fund - Direct Plan - Growth Option

UTI · Long Duration
Moderate
₹12.32
Current NAV
06 Nov 2026
2.3%
1Y Return
5.7%
3Y CAGR
11.3%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.83%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.23).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.23).
  • Very large asset base (AUM: ₹23,780 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.23
Sharpe Ratio
1.43
Beta
5.23
Alpha
1.51
Sortino
Fund Details
Fund House UTI
Category Long Duration
AUM ₹23780 Cr
Expense Ratio 0.83%
Min SIP ₹500
Min Lumpsum ₹1000
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