OriginFunds
UTI Mutual Fund

UTI Long Duration Fund - Direct Plan - Flexi IDCW Option

Open Ended Schemes(Debt Scheme - Long Duration Fund)Moderate RiskISIN INF789F1AYI0
NAV · 06-Jul-2026
12.2882
1M
+3.13%
6M
+2.38%
1Y (CAGR)
+2.39%
3Y (CAGR)
5Y (CAGR)
Since inception (CAGR)
+5.26%

NAV history

11.2911.6512.0213-05-202403-07-202612.28
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Risk & SIP analytics

Volatility (3y)
4.09%
Downside dev (3y)
3.13%
Max drawdown (3y)
-5.7%
Calendar-year returns
2025 +2.8%

Fund facts

Fund managerPankaj Pathak
AUM₹670 Cr
Expense ratio0.78% · 2026-05-31
Launch date06-Mar-2023
Plan typeOpen Ended · Debt
Min lumpsum₹5,000
Min SIP₹500
Lock-inNone
Volatility4.09
AMCUTI Asset Mgmt. Co. Ltd.

Objective · The scheme aims to generate optimal returns with adequate liquidity by investing in a portfolio of debt and 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 ↗