UTI Low Duration Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

UTI Low Duration Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

2,609 Cr

Lock In Period

N/A

Expense Ratio

0.42

Exit Load

Nil

Benchmark

NIFTY Low Duration Debt Index A-I

UTI Low Duration Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.120.34259.36
6M3.061.87280.40
1Y6.214.75309.28
3Y7.2513.5546.82

Portfolio Analysis

  • Equity:
  • Debt: 99.63%
  • Others
As on: 2026-06-15
View allocation % by

1. REC LTD7.29%
2. JAMNAGAR UTILITIES AND POWER PRIVATE LIMITED4.79%
3. MAHINDRA RURAL HOUSING FINANCE LTD3.85%
4. CANARA BANK - 22/01/20273.67%
5. HDFC BANK LTD. - 22/01/20273.67%
6. SMALL INDST. DEV. BANK OF INDIA - 28/01/20273.66%
7. TATA CAPITAL HOUSING FINANCE LTD2.88%
8. 07.66% XIRR PTC- RADHAKRISHNA SECURITISATION TRUST-28/09/20282.07%
9. ADITYA BIRLA RENEWABLES LTD1.92%
10. SUMMIT DIGITEL INFRASTRUCTURE LTD1.92%
11. MUTHOOT FINCORP LIMITED1.82%
12. ICICI BANK LTD. - 08/03/20271.82%
13. NUVAMA WEALTH FINANCE LTD1.81%
14. AXIS BANK - 07/12/20261.48%
15. TOYOTA FINANCIAL SERVICES INDIA LTD1.15%
16. GODREJ SEEDS AND GENETICS LIMITED1.14%
17. BAJAJ HOUSING FINANCE LTD0.95%
18. INDIAN RAILWAY FINANCE CORPORATION LIMITED0.95%
19. NUVAMA WEALTH AND INVESTMENT LIMITED0.94%
20. KOTAK MAHINDRA BANK LTD - 08/01/20270.92%
21. KOTAK MAHINDRA BANK LTD - 29/01/20270.92%
22. HDFC BANK LTD - 05/03/20270.91%
23. SPN/DDB 360 ONE PRIME LTD0.42%
24. CLEARING CORPORATION OF INDIA LTD. STD - MARGIN0.14%
25. 08.02% PTC - INDIA UNIVERSAL TRUST AL1-SERIES A10.01%
26. NET CURRENT ASSETS-5.25%

1. EMBASSY OFFICE PARKS REIT8.99%
2. MINDSPACE BUSINESS PARKS REIT2.85%

1. NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT9.59%

1. POONAWALLA FINCORP LTD.7.06%
2. MUTHOOT FINANCE LTD0.95%

1. 364 DAYS T-BILL - 10/12/20267.47%

1. 360 ONE PRIME LTD3.84%
2. HINDUJA LEYLAND FINANCE LTD.1.91%

1. CANFIN HOMES LTD.1.93%
2. LIC HOUSING FINANCE LTD.0.96%

1. BHARTI TELECOM LTD.2.86%

1. INDIGRID INFRASTRUCTURE TRUST2.11%

1. NATIONAL HOUSING BANK0.96%
2. SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA0.96%

1. SIKKA PORTS AND TERMINALS LIMITED1.34%

About Fund UTI Low Duration Fund Growth

UTI Low Duration Fund Growth managed by UTI Mutual Fund,is a Low Duration Fundsscheme with Assets Under Management of ₹2,609 Crore. The fund benchmarks its performance against the NIFTY Low Duration Debt Index A-I while maintaining an expense ratio of 0.42. 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.

Fund Managers

Anurag Mittal

Mr. Anurag is a Chartered Accountant & MSc (Finance) from London School of Economics, UK. Previous experience includes 3 years with ICICI Prudential Life Insurance & Bank of America as an analyst.

Peer Comparison

Fund Name1Y3Y
This FundAxis Treasury Advantage Fund Growth6.17623.2299
This FundAxis Treasury Advantage Fund - Retail Plan Growth6.17623.2308
This FundUTI Low Duration Fund Growth6.205423.3759
This FundFranklin India Low DurationFund Growth37.141246.82

UTI Low Duration Fund Growth FAQs

UTI Low Duration Fund 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 Growth is 0.42. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI Low Duration Fund Growth’s fund performance is as follows:
  • 1 Month : 1.12%
  • 6 Months : 3.06%
  • 1 Year : 6.21%
  • 3 Years : 7.25%
Returns of UTI Low Duration Fund Growth are updated daily based on NAV of ₹ 3780.4379 as on Jul 02,2026. Since inception, the return has been 23.38%.

You can invest in UTI Low Duration Fund 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 Growth is ₹2,609 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in UTI Low Duration Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.