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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

3,145 Cr

Lock In Period

N/A

Expense Ratio

0.41

Benchmark

NIFTY Low Duration Debt Index A-I

Exit Load

Nil

Summary

Latest details for UTI Low Duration Fund - Retail Plan Growth include a 6515.4881 NAV as of Feb 11,2026 and returns since inception of 22.83%. Minimum investments start at SIP ₹500. The UTI Low Duration Fund - Retail Plan Growth AUM is ₹3,145 Cr, with a lock-in of N/A years, expense ratio of 0.41%, and benchmark NIFTY Low Duration Debt Index A-I. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)

Portfolio Analysis

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As on: 2026-01-15
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About Fund

UTI Low Duration Fund - Retail Plan Growth managed by UTI Mutual Fund,is a Ultra Short Term Planscheme with Assets Under Management of ₹3,145 Crore. The fund benchmarks its performance against the NIFTY Low Duration Debt Index A-I while maintaining an expense ratio of 0.41. Under the expert guidance of Anurag Mittal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Peer Comparison

Fund Name1Y3Y
This FundSBI Ultra Short Duration Fund - Growth6.757322.7257
This FundICICI Prudential Ultra Short Term Fund Growth6.831922.8197
This FundUTI Low Duration Fund - Retail Plan Growth7.21922.8307
This FundFranklin India Ultra Short Bond Fund - Institutional Plan Growth13.688828.4789
This FundFranklin India Ultra Short Bond Fund - Super Institutional Growth13.688628.6768

FAQs

UTI Low Duration Fund - Retail Plan Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of UTI Low Duration Fund - Retail Plan Growth is 0.41. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI Low Duration Fund - Retail Plan Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of UTI Low Duration Fund - Retail Plan Growth are updated daily based on NAV of ₹ 6515.4881 as on Feb 11,2026. Since inception, the return has been 22.83%.

You can invest in UTI Low Duration Fund - Retail Plan Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of UTI Low Duration Fund - Retail Plan Growth is ₹3,145 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in UTI Low Duration Fund - Retail Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500