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UTI Low Duration Fund - Retail Plan Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

UTI Low Duration Fund - Retail Plan Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹2,460 Cr

Lock In Period

N/A

Expense Ratio

0.43

Exit Load

Nil

Benchmark

NIFTY Low Duration Debt Index A-I

UTI Low Duration Fund - Retail Plan Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.652.002.82
6M3.223.895.15
1Y6.036.728.80
3Y6.9819.5224.53

Portfolio Analysis

  • Equity:
  • Debt: 99.59%
  • Others
As on: 2026-06-30
View allocation % by

About Fund UTI Low Duration Fund - Retail Plan Growth

UTI Low Duration Fund - Retail Plan Growth managed by UTI Mutual Fund,is a Ultra Short Term Planscheme with Assets Under Management of ₹2,460 Crore. The fund benchmarks its performance against the NIFTY Low Duration Debt Index A-I while maintaining an expense ratio of 0.43. 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 NameRatingsAUMExpense Ratio
SBI Ultra Short Duration Fund - Growth311,407 CR0.56
Bandhan Ultra Short Duration Fund Growth54,099 CR0.48
UTI Low Duration Fund - Retail Plan Growth02,459 CR0.43
Baroda BNP Paribas Ultra Short Duration Fund Growth4622 CR0.44
Aditya Birla Sun Life Savings Fund Growth517,816 CR0.57
Fund Name1Y3Y
This FundSBI Ultra Short Duration Fund - Growth6.07222.3152
This FundBandhan Ultra Short Duration Fund Growth6.128222.3513
This FundUTI Low Duration Fund - Retail Plan Growth6.032422.4205
This FundBaroda BNP Paribas Ultra Short Duration Fund Growth6.20422.6691
This FundAditya Birla Sun Life Savings Fund Growth6.218423.3848

UTI Low Duration Fund - Retail Plan Growth 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 0.43. 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 : 0.65%
  • 6 Months : 3.22%
  • 1 Year : 6.03%
  • 3 Years : 6.98%
Returns of UTI Low Duration Fund - Retail Plan Growth are updated daily based on NAV of ₹ 6693.8749 as on Jul 20,2026. Since inception, the return has been 22.42%.

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 ₹2,460 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.