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)
₹3,181 Cr
Lock In Period
N/A
Expense Ratio
0.42
Exit Load
Nil
Benchmark
NIFTY Low Duration Debt Index A-I
Summary
UTI Low Duration Fund - Retail Plan Growth NAV is ₹6629.9674 as of 10 Jun, 2026. UTI Low Duration Fund - Retail Plan Growth has delivered 22.03% returns since its launch. The minimum SIP investment amount in UTI Low Duration Fund - Retail Plan Growth is ₹500. The AUM of UTI Low Duration Fund - Retail Plan Growth is ₹3,181 Cr. The expense ratio of the fund is 0.42%, and its benchmark is NIFTY Low Duration Debt Index A-I. The current exit load of the fund is Nil. In the last 1M months, UTI Low Duration Fund - Retail Plan Growth has delivered 0.36% returns.
UTI Low Duration Fund - Retail Plan Growth Calculate Returns
You would have got
Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.36 | -0.16 | 265.31 |
| 6M | 2.49 | 1.43 | 195.09 |
| 1Y | 5.76 | 4.49 | 195.09 |
| 3Y | 6.86 | 12.89 | 31.95 |
Portfolio Analysis
- Equity:
- Debt: 99.70%
- Others
As on: 2026-05-15
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 ₹3,181 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Mahindra Manulife Ultra Short Duration Fund Growth | 0 | 216.46 CR | 0.72 |
| HDFC Ultra Short Term Fund Growth | 4 | 16966.59 CR | 0.73 |
| UTI Low Duration Fund - Retail Plan Growth | 0 | 3180.66 CR | 0.42 |
| Franklin India Ultra Short Bond Fund - Institutional Plan Growth | 0 | 296.53 CR | 0.66 |
| Franklin India Ultra Short Bond Fund - Super Institutional Growth | 0 | 296.53 CR | 0.52 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundMahindra Manulife Ultra Short Duration Fund Growth | 5.886 | 21.8589 |
| This FundHDFC Ultra Short Term Fund Growth | 5.7068 | 21.8797 |
| This FundUTI Low Duration Fund - Retail Plan Growth | 5.7645 | 22.03 |
| 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 |
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 0.42. 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 : 0.36%
- 6 Months : 2.49%
- 1 Year : 5.76%
- 3 Years : 6.86%
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 ₹3,181 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.
