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UTI Low Duration Fund - Regular Plan - Quarterly IDCW

UTI · Low Duration
Low
₹1436.47
Current NAV
25 Jun 2026
17.9%
1Y Return
13.9%
3Y CAGR
18.9%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.99%.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Low Duration mandate.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
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
0.99
Sharpe Ratio
0.59
Beta
-0.01
Alpha
1.28
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Fund Details
Fund House UTI
Category Low Duration
AUM ₹3540 Cr
Expense Ratio 0.99%
Min SIP ₹500
Min Lumpsum ₹1000
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