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UTI Long Duration Fund - Regular Plan - Growth Option

UTI · Long Duration
Moderate
₹11.91
Current NAV
06 Nov 2026
1.3%
1Y Return
4.7%
3Y CAGR
17.0%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.30).
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Long Duration mandate.
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
1.30
Sharpe Ratio
1.50
Beta
1.30
Alpha
1.69
Sortino
Fund Details
Fund House UTI
Category Long Duration
AUM ₹6850 Cr
Expense Ratio 1.10%
Min SIP ₹500
Min Lumpsum ₹1000
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