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UTI Long Duration Fund - Regular Plan - Half Yearly IDCW Option

UTI · Long Duration
Moderate
₹11.91
Current NAV
06 Nov 2026
1.3%
1Y Return
4.7%
3Y CAGR
15.5%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.45).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.95).
  • 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
1.45
Sharpe Ratio
0.75
Beta
2.95
Alpha
1.67
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Fund Details
Fund House UTI
Category Long Duration
AUM ₹7000 Cr
Expense Ratio 1.55%
Min SIP ₹500
Min Lumpsum ₹1000
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