UTI Low Duration Fund - Regular Plan - Half-Yearly IDCW

Open Ended Schemes(Debt Scheme - Low Duration Fund)Low to Moderate Risk★★★★★ISIN INF789FA1N60

NAV · 06-Jul-2026

₹1493.0215

+1.16%

+3.13%

1Y (CAGR)

+6.19%

3Y (CAGR)

+7.26%

5Y (CAGR)

+7.42%

Since inception (CAGR)

+3.93%

NAV history

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Risk & SIP analytics

Q1 · TOP · 3Y in category

Volatility (3y)

0.46%

Downside dev (3y)

0.30%

Max drawdown (3y)

-0.2%

Sharpe (3y)

1.65

SIP XIRR (3y)

+7.15%

SIP XIRR (5y)

+7.09%

Calendar-year returns

2020 +5.3%2021 +5.9%2022 +4.5%2023 +7.1%2024 +7.7%2025 +7.6%

Fund facts

Fund managerAnurag Mittal

AUM₹31,511 Cr

Launch date05-May-1999

Plan typeOpen Ended · Debt

Min lumpsum5000/-

Lock-inNone

Volatility4.60

AMCUTI Asset Mgmt. Co. Ltd.

Objective · The investment objective is to generate reasonable income for its investors consistent with high liquidity by investing in a portfolio of debt & money market instruments. However there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.

scheme documents ↗