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UTI Low Duration Fund - Discontinued Growth Option

UTI · Low Duration
Low
₹6667.55
Current NAV
25 Jun 2026
29.5%
1Y Return
17.5%
3Y CAGR
19.5%
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: 1.35).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.35).
Cons / Risks
  • Higher expense ratio (2.15%) 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: Low Risk
Low Moderate High Very High
Risk Metrics
1.35
Sharpe Ratio
0.95
Beta
2.35
Alpha
1.82
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Fund Details
Fund House UTI
Category Low Duration
AUM ₹3900 Cr
Expense Ratio 2.15%
Min SIP ₹500
Min Lumpsum ₹1000
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