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  • UTI Mutual Fund
  • UTI Low Duration Fund (Growth)

Formerly UTI Trs Adv Reg Gr

UTI Mutual Fund

UTI Low Duration Fund (Growth)

DebtLow Duration

3199.7568

NAV (Feb 23)

7.1%
3 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in low duration mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Rolling Returns

Poor

The performance of the fund on a Rolling Returns metric has been Poor

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Want the Debt funds that are right for your short term investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

3199.7568

NAV (Feb 23)

Fund Returns

Last 1Y
7.3%
Last 3Y
7.1%
Last 5Y
4.6%
Last 10Y
6.4%
Since Inception
7.2%
6 Month CAGR
3.5%

Scheme Information

Investment Objective

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.

Expense Ratio
0.44
Launched (17y ago)
Apr 23, 2007
AUM in Crores
3147.904
ISIN
INF789F01OT9
Lock-in
No Lock-in
Benchmark
CRISIL Low Duration Debt A-I TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
2.6
Standard Deviation (5yr)
5.4
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0.653
Sharpe Ratio (5yr)
-0.071
YTM
7.7
Fund Managers

Anurag Mittal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
UTI Low Duration Fund (Growth)70%8,17,924 85,3124.6%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-02-23

Top Debt Holdings

net current assets

16.2%
16.2%

export-import bank of india

4.8%
4.8%

export-import bank of india

4%
4%

national bank for agriculture and rural development

3.2%
3.2%

small industries development bank of india

3.2%
3.2%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 45,939 cr

₹ 16,101 cr

₹ 13,073 cr

₹ 12,851 cr

₹ 10,720 cr

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 213,934 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 74 equity,579 debt and 34 hybrid funds.amc-img
022-62278000
invest@utico.in
Fund NameScripbox Opinion
Till Date CAGR

5.3%

6.8%

5.6%

7.2%

15.7%

12%

18.3%

15.2%

14.1%

15.6%

UTI Low Duration Fund (G) Review

UTI Low Duration Fund (G) is a Low Duration Debt fund and has delivered an annualised return of 7.2% over a period of 16 years. The fund was previously known as UTI Trs Adv Reg Gr. The fund is managed by UTI Asset Management Co Ltd. The fund manager’s name is Anurag Mittal.

Nav of UTI Low Duration Fund (G) as of 2/23/2024 is ₹3199.76 with the total AUM as of 2/26/2024 is ₹3147.904. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Low Duration Fund (G) was launched on Apr 23, 2007. The category risk of the fund is Low to Moderate Risk.

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 CRISIL Low Duration Debt A-I TR INR.

UTI Low Duration Fund (G) is rated as a 2 fund in Debt and delivered 7.3% 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)?

UTI Low Duration Fund (G) is a Low Duration Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

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 Neutral 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.