- Mutual Funds
- UTI Mutual Fund
- UTI Low Duration Fund Direct Growth
UTI Low Duration Fund Direct Plan Growth
₹ 3508.94
NAV (Mar 17)
UTI Low Duration Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment1,40,803
Wealth Gained8,73,415
Total Corpus Created (₹)
With CAGR of 7.266 % in 5 yearsHistorical NAV
₹ 3508.9418
NAV (Mar 17)
Fund Returns
Last 1Y | 7.5% |
Last 3Y | 6.7% |
Last 5Y | 7.3% |
Last 10Y | 6.3% |
Since Inception | 6.9% |
6 Month CAGR | 3.5% |
Scheme Information
The scheme seeks to generate reasonable income for its investors consistent with high liquidity by investing in a portfolio of debt & money market instruments.
Expense Ratio | 0.38 % |
Launched | - |
AUM in Crores | 3236.7 |
ISIN | INF789F01XI3 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Low Duration Debt Index A-I |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 0.5 |
Beta | 1.1 |
Sharpe Ratio | 0.8 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| UTI Low Duration Fund Direct (G) | 8,73,415 | 1,40,803 | 7.3% | |
| 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
Larsen & Toubro Ltd.
4.38%Others
3.67%National Bank For Agriculture & Rural Development
3.5%Canara Bank
3.39%Kotak Mahindra Bank Ltd.
3.39%
Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 4,714 cr | ||
₹ 4,444 cr | ||
₹ 12,517 cr | ||
₹ 15,117 cr | ||
₹ 55,112 cr |
About the AMC
UTI Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
7.1% | 6.8% | ||
6.7% | 6.9% | ||
6.2% | 6.3% | ||
8.7% | 7.2% | ||
7.2% | 8.3% |
UTI Low Duration Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment1,40,803
Wealth Gained8,73,415
Total Corpus Created (₹)
With CAGR of 7.266 % in 5 yearsFrequently Asked Questions
What is the expense ratio for UTI Low Duration Fund Direct Plan Growth?
What is the current AUM of UTI Low Duration Fund Direct Growth?
What is the latest NAV of UTI Low Duration Fund Direct Growth?
What is the Riskometer rating for UTI Low Duration Fund Direct Plan Growth?
Which are the top sector holdings in UTI Low Duration Fund Direct Plan?
Which are the top stock holdings in UTI Low Duration Fund Direct Plan?
What is the asset allocation of UTI Low Duration Fund Direct Plan Growth?
What has been the performance of UTI Low Duration Fund Direct Growth returns?
Does UTI Low Duration Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in UTI Low Duration Fund Direct Plan Growth?
How to invest in UTI Low Duration Fund Direct Growth?
How can I redeem my investment in UTI Low Duration Fund Direct Plan?