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UTI Low Duration Fund - Discontinued Bonus Option

UTI · Low Duration
Low
₹4532.30
Current NAV
06 Nov 2026
5.8%
1Y Return
6.9%
3Y CAGR
6.1%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.89).
  • Generates significant excess returns relative to benchmark index (Alpha: 3.39).
  • Well-diversified portfolio aligned with the Low 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: Low Risk
Low Moderate High Very High
Risk Metrics
1.89
Sharpe Ratio
1.19
Beta
3.39
Alpha
2.44
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Fund Details
Fund House UTI
Category Low Duration
AUM ₹4440 Cr
Expense Ratio 1.19%
Min SIP ₹500
Min Lumpsum ₹1000
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