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UTI Low Duration Fund - Regular Plan - Flexi IDCW

UTI · Low Duration
Low
₹1433.84
Current NAV
25 Jun 2026
10.1%
1Y Return
22.1%
3Y CAGR
11.1%
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: 1.81).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.81).
  • Very large asset base (AUM: ₹12,860 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (1.81%) 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
1.81
Sharpe Ratio
1.41
Beta
6.81
Alpha
2.19
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Fund Details
Fund House UTI
Category Low Duration
AUM ₹12860 Cr
Expense Ratio 1.81%
Min SIP ₹500
Min Lumpsum ₹1000
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