UTI Low Duration Fund vs UTI Low Duration Fund compare

Link copied to clipboard!

tortoise-icon UTI Low Duration Fund- Discontinued Growth Option

Invest Now

tortoise-icon UTI Low Duration Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name UTI Low Duration Fund- Discontinued Growth Option UTI Low Duration Fund - Regular Plan - Growth Option
Fund UTI Low Duration Fund- Discontinued Growth Option UTI Low Duration Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹3291 Cr ₹2428 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 12 Jul 1999 21 Mar 2003
Category Low Duration Low Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Low Duration Fund AI Index CRISIL Low Duration Fund AI Index
Turn Over 252.27% 252.27%
Expense Ratio 0.38 0.44
Manager Anurag Mittal Anurag Mittal
ISIN Code INF789F01331 INF789F01OT9
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name UTI Low Duration Fund- Discontinued Growth Option UTI Low Duration Fund - Regular Plan - Growth Option
1 Month 0.68% 0.64%
6 Month 3.43% 3.72%
1 Year 6.93% 7.34%
3 Year 6.79% 7.56%
5 Year 4.1% 7.05%

SIP Return Analysis

Scheme Name UTI Low Duration Fund- Discontinued Growth Option UTI Low Duration Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.1% 3.31%
3 Year 9.62% 10.35%
5 Year 17.14% 18.52%

Rolling Lumpsum Returns

Scheme Name UTI Low Duration Fund- Discontinued Growth Option UTI Low Duration Fund - Regular Plan - Growth Option
1 Year 5.87% 6.31%
3 Year 14.2% 15.32%
5 Year 17.48% 18.89%

Risk Management

Scheme Name UTI Low Duration Fund- Discontinued Growth Option UTI Low Duration Fund - Regular Plan - Growth Option
Standard Deviation 2.55% 2.54%
Sharp 0.59% 0.72%
Beta -0.07% -0.18%
Alpha 1.37% 1.48%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name UTI Low Duration Fund- Discontinued Growth Option UTI Low Duration Fund - Regular Plan - Growth Option
Name Anurag Mittal Anurag Mittal
Total AUM ₹35669 Cr ₹35669 Cr
Fund Manage 7 7
UTI Low Duration Fund- Discontinued Growth Option UTI Low Duration Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

UTI Low Duration Fund- Discontinued Growth Option

UTI Low Duration Fund - Regular Plan - Growth Option

Others 100.01 100

Sector Allocation

Scheme Name

UTI Low Duration Fund- Discontinued Growth Option

UTI Low Duration Fund - Regular Plan - Growth Option

Others 13.64 7.86
Sovereign 2.04 1.18
Financial 81.27 85.05
Communication 1.47 3.87
Consumer Staples 1.59 2.04

Top Comparisons

SBI Focused Equity Fund - Regular Plan -Growth SBI Focused Equity Fund - Regular Plan -Growth

3Y Returns13.06%

VS

INVESCO INDIA FOCUSED FUND - Growth INVESCO INDIA FOCUSED FUND - Growth

3Y Returns24.14%

Compare Now

PGIM India Liquid Fund - Growth PGIM India Liquid Fund - Growth

3Y Returns5.92%

VS

UTI Liquid Fund - Regular Plan - Growth Option UTI Liquid Fund - Regular Plan - Growth Option

3Y Returns6.02%

Compare Now

BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH

3Y Returns0%

VS

Kotak Banking and PSU Debt - Growth Kotak Banking and PSU Debt - Growth

3Y Returns5.77%

Compare Now

Tata Small Cap Fund-Regular Plan-Growth Tata Small Cap Fund-Regular Plan-Growth

3Y Returns28.4%

VS

IDBI Small Cap Fund Growth Regular IDBI Small Cap Fund Growth Regular

3Y Returns28.29%

Compare Now
Request call back
Add to Cart Successfully