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UTI Long Duration Fund - Regular Plan - Flexi IDCW Option

UTI · Long Duration
Moderate
₹12.00
Current NAV
25 Jun 2026
16.3%
1Y Return
21.3%
3Y CAGR
17.3%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.73).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.23).
  • Very large asset base (AUM: ₹18,780 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (2.03%) which can affect compounding over long horizons.
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
1.73
Sharpe Ratio
0.43
Beta
6.23
Alpha
1.95
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Fund Details
Fund House UTI
Category Long Duration
AUM ₹18780 Cr
Expense Ratio 2.03%
Min SIP ₹500
Min Lumpsum ₹1000
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