UTI Low Duration Fund - Retail Plan Growth Return

  • 1M
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  • 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)

₹2,397 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(%)
1M0.49-0.95265.31
6M3.060.92195.09
1Y6.183.23195.09
3Y7.008.8031.95

Portfolio Analysis

  • Equity:
  • Debt: 99.59%
  • Others
As on: 2026-08-15
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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 ₹2,397 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 Term Fund - Growth311,686 CR0.55
Bandhan Ultra Short Term Fund Growth54,380 CR0.49
UTI Low Duration Fund - Retail Plan Growth02,397 CR0.43
Franklin India Ultra Short Bond Fund - Institutional Plan Growth0296 CR0.66
Franklin India Ultra Short Bond Fund - Super Institutional Growth0296 CR0.52
Fund Name1Y3Y
This FundSBI Ultra Short Term Fund - Growth6.197122.3584
This FundBandhan Ultra Short Term Fund Growth6.276922.4293
This FundUTI Low Duration Fund - Retail Plan Growth6.178822.5066
This FundFranklin India Ultra Short Bond Fund - Institutional Plan Growth13.688828.4789
This FundFranklin India Ultra Short Bond Fund - Super Institutional Growth13.688628.6768

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 0.43. 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 : 0.49%
  • 6 Months : 3.06%
  • 1 Year : 6.18%
  • 3 Years : 7.00%
Returns of UTI Low Duration Fund - Retail Plan Growth are updated daily based on NAV of ₹ 6737.4138 as on Aug 28,2026. Since inception, the return has been 22.51%.

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 ₹2,397 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.