- Mutual Funds
- UTI Mutual Fund
- UTI Low Duration Fund (G)
UTI Low Duration Fund (G)
₹ 3331.393
NAV (Sep 06)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 3331.393
NAV (Sep 6)
Fund Returns
Last 1Y | 7.5% |
Last 3Y | 7.6% |
Last 5Y | 7.1% |
Last 10Y | 6.3% |
Since Inception | 7.2% |
6 Month CAGR | 3.9% |
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 | 0.44 |
Launched (0y ago) | 0.44 |
AUM in Crores | 2794.8 |
ISIN | INF789F01OT9 |
Lock-in | |
Benchmark | NIFTY Low Duration Debt Index A-I |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 2.5 |
Beta | -0.2 |
Sharpe Ratio | 0.7 |
YTM |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| UTI Low Duration Fund (G) | 8,68,977 | 1,36,365 | 7.1% | |
| 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.
4.4%Others
3.7%National Bank For Agriculture & Rural Development
3.5%Canara Bank
3.4%Kotak Mahindra Bank Ltd.
3.4%Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 4,457 cr | ||
₹ 9,577 cr | ||
₹ 8,093 cr | ||
₹ 15,209 cr | ||
₹ 4,566 cr |
About the AMC
UTI Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.246% | 7.257% | ||
5.924% | 6.801% | ||
5.979% | 6.856% | ||
18.128% | 15.377% | ||
22.928% | 14.261% |
UTI Low Duration Fund (G) Review
UTI Low Duration Fund (G) is a Debt Debt fund and has delivered an annualised return of 7.166% over a period of 54 years. The fund is managed by UTI Mutual Fund. The fund manager’s name is [object Object].
Nav of UTI Low Duration Fund (G) as of 9/6/2024 is ₹3331.39 with the total AUM as of 9/10/2024 is ₹2794.8194. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Low Duration Fund (G) was launched on null. The category risk of the fund is Low.
The minimum SIP amount for UTI Low Duration Fund (G) 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 ₹5000. Check your estimated returns on mutual funds by using sip calculator.
UTI Low 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 NIFTY Low Duration Debt Index A-I.
UTI Low Duration Fund (G) is rated as a 2 fund in Debt and delivered 7.459% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Low Duration Fund (G).
Frequently Asked Questions
What is UTI Low Duration Fund (G)?
How to invest in UTI Low Duration Fund (G)?
You can invest in UTI Low 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 Low Duration Fund (G)?
The minimum sip amount for UTI Low Duration Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is UTI Low Duration Fund (G) good to invest in?
As per Scripbox experts, UTI Low Duration Fund (G) is a 2 fund. You can investUTI Low 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 Low Duration Fund (G)?
The expense ratio of the UTI Low Duration Fund (G) is 0.44% for regular plan.