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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹500
AUM (Fund size)
₹2,965 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 ₹6529.2496 NAV as of Feb 20,2026 and returns since inception of 23.01%. Minimum investments start at SIP ₹500. The UTI Low Duration Fund - Retail Plan Growth AUM is ₹2,965 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
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
- Equity:
- Debt:
- Others
As on: 2026-01-31
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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 ₹2,965 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundHSBC Banking and PSU Debt Fund Growth | 2 | 4338.06 CR | 0.58 |
| This FundICICI Prudential Ultra Short Term Fund Growth | 5 | 17808.13 CR | 0.79 |
| This FundUTI Low Duration Fund - Retail Plan Growth | 4 | 2964.6 CR | 0.41 |
| This FundFranklin India Ultra Short Bond Fund - Institutional Plan Growth | 0 | 296.53 CR | 0.66 |
| This FundFranklin India Ultra Short Bond Fund - Super Institutional Growth | 0 | 296.53 CR | 0.52 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHSBC Banking and PSU Debt Fund Growth | 7.2303 | 22.879 |
| This FundICICI Prudential Ultra Short Term Fund Growth | 6.8814 | 22.9133 |
| This FundUTI Low Duration Fund - Retail Plan Growth | 7.3307 | 23.0131 |
| This FundFranklin India Ultra Short Bond Fund - Institutional Plan Growth | 13.6888 | 28.4789 |
| This FundFranklin India Ultra Short Bond Fund - Super Institutional Growth | 13.6886 | 28.6768 |
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 : %
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 ₹2,965 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