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UTI Low Duration Fund - Discontinued - Quarterly Dividend Option

UTI · Low Duration
Low
₹2404.11
Current NAV
06 Nov 2026
5.8%
1Y Return
6.9%
3Y CAGR
5.9%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.98%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.58).
  • 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
1.58
Sharpe Ratio
0.58
Beta
-2.42
Alpha
2.02
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Fund Details
Fund House UTI
Category Low Duration
AUM ₹7630 Cr
Expense Ratio 0.98%
Min SIP ₹500
Min Lumpsum ₹1000
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