- Mutual Funds
- UTI Mutual Fund
- UTI Long Duration Fund (Growth)
UTI Long Duration Fund (Growth)
₹ 10.3951
NAV (Nov 29)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 10.3951
NAV (Nov 29)
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 3.8% |
6 Month CAGR | 0.3% |
Scheme Information
The scheme aims to generate optimal returns with adequate liquidity by investing in a portfolio of debt and money market instruments. However,there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.
Expense Ratio | 1.49 |
Launched (0y ago) | Mar 21, 2023 |
AUM in Crores | 66.678 |
ISIN | INF789F1AXS1 |
Lock-in | No Lock-in |
Benchmark | CRISIL Long Duration Debt A-III TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 7.45 |
Fund Managers
Returns Calculator Comparison
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for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| UTI Long Duration Fund (Growth) | NaN | NaN | % | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Debt Holdings
7.25% govt stock 2063
44.1%7.3% govt stock 2053
29.6%7.18% govt stock 2037
14.8%net current assets
10.6%clearing corporation of india ltd. std - margin
0.9%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 40,756 cr | ||
₹ 16,858 cr | ||
₹ 11,326 cr | ||
₹ 13,754 cr | ||
₹ 10,873 cr |
About the AMC
UTI Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.9% | 6.8% | ||
16.7% | 11.6% | ||
5.2% | 7.2% | ||
20% | 15% | ||
11.9% | 8.8% |
UTI Long Duration Fund (G) Review
UTI Long Duration Fund (G) is a Long Duration Debt fund and has delivered an annualised return of 3.8% over a period of 0 years. The fund is managed by UTI Asset Management Co Ltd. The fund manager’s name is Sunil Patil.
Nav of UTI Long Duration Fund (G) as of 11/29/2023 is ₹10.40 with the total AUM as of 12/1/2023 is ₹66.678. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Long Duration Fund (G) was launched on Mar 21, 2023. The category risk of the fund is Moderate Risk.
The minimum SIP amount for UTI Long Duration Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
UTI Long Duration Fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Long Duration Debt A-III TR INR.
UTI Long Duration Fund (G) is rated as a 0 fund in Debt and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Long Duration Fund (G).
Frequently Asked Questions
What is UTI Long Duration Fund (G)?
How to invest in UTI Long Duration Fund (G)?
You can invest in UTI Long Duration Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of UTI Long Duration Fund (G)?
The minimum sip amount for UTI Long Duration Fund (G) is ₹0. You can invest in multiples of ₹5000.
Is UTI Long Duration Fund (G) good to invest in?
As per Scripbox experts, UTI Long Duration Fund (G) is a Not Reviewed Yet fund. You can investUTI Long Duration Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the UTI Long Duration Fund (G)?
The expense ratio of the UTI Long Duration Fund (G) is 1.49% for regular plan.