Low duration funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
The performance of the fund on a Fund Size metric has been Good
The performance of the fund on a Rolling Returns metric has been Poor
NAV (Oct 3)
6 Month CAGR
The investment objective is to generate reasonable income for its investors consistent with high liquidity by investing in a portfolio of debt & 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.
Launched (16y ago)
Apr 27, 2007
AUM in Crores
CRISIL Low Duration Debt A-I TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|UTI Treasury Advantage Fund (RIDCW-M)||8,13,950||81,338||4.4%|
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.
182 Days Treasury Bill 21-12-20238.9%
182 Days Treasury Bill 07-03-20233.8%
182 Days Treasury Bill 18-01-20243.8%
export-import bank of india3.7%
UTI Asset Management Company Ltd
|Fund Name||Scripbox Opinion||Till Date CAGR|
UTI Treasury Advantage Fund (RIDCW-M) is a Low Duration Debt fund and has delivered an annualised return of 5.2% over a period of 16 years. The fund was previously known as UTI Trs Adv Reg Dl DR. The fund is managed by UTI Asset Management Co Ltd. The fund manager’s name is Anurag Mittal.
Nav of UTI Treasury Advantage Fund (RIDCW-M) as of 10/3/2023 is ₹1200.52 with the total AUM as of 10/4/2023 is ₹3862.339. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Treasury Advantage Fund (RIDCW-M) was launched on Apr 27, 2007. The category risk of the fund is Low to Moderate Risk.
The minimum SIP amount for UTI Treasury Advantage Fund (RIDCW-M) is ₹1000 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 ₹20000. Check your estimated returns on mutual funds by using sip calculator.
UTI Treasury Advantage Fund (RIDCW-M) 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 Low Duration Debt A-I TR INR.
UTI Treasury Advantage Fund (RIDCW-M) is rated as a 2 fund in Debt and delivered 7.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Treasury Advantage Fund (RIDCW-M).
What is UTI Treasury Advantage Fund (RIDCW-M)?
How to invest in UTI Treasury Advantage Fund (RIDCW-M)?
You can invest in UTI Treasury Advantage Fund (RIDCW-M) 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 Treasury Advantage Fund (RIDCW-M)?
The minimum sip amount for UTI Treasury Advantage Fund (RIDCW-M) is ₹1000. You can invest in multiples of ₹20000.
Is UTI Treasury Advantage Fund (RIDCW-M) good to invest in?
As per Scripbox experts, UTI Treasury Advantage Fund (RIDCW-M) is a Neutral fund. You can investUTI Treasury Advantage Fund (RIDCW-M) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the UTI Treasury Advantage Fund (RIDCW-M)?
The expense ratio of the UTI Treasury Advantage Fund (RIDCW-M) is 0.44% for regular plan.