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UTI Low Duration Fund - Regular Plan - Monthly IDCW

UTI · Low Duration
Low
₹1511.34
Current NAV
06 Nov 2026
5.8%
1Y Return
7.1%
3Y CAGR
6.4%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.82).
  • Professionally managed by an established fund house with experienced fund managers.
  • 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
1.82
Sharpe Ratio
1.42
Beta
-1.18
Alpha
2.22
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Fund Details
Fund House UTI
Category Low Duration
AUM ₹2870 Cr
Expense Ratio 1.02%
Min SIP ₹500
Min Lumpsum ₹1000
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