UTI Low Duration Fund Regular Planl-IDCW Quarterly Reinvestment
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Debt, Low Duration, Principal at moderate risk
1 Year Return 7.26% at 05 Feb 2026 10:34 AM
Fund Details
NAV 1412.0146
Sub-Type Low Duration
Rating 4
Min. SIP Amount ₹500.0
Fund Age(Year) 14.63
Fund Size(in Crores) 2667.29
Fund Performance
1 Month 0.36%
3 Month 1.27%
6 Month 2.81%
1 Year 7.26%
3 Year 7.36%
5 Year 7.2%
Know This Fund
As on 05 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Top Holding
Debt & Others (100%) Sector Allocation Interest Rate Swap -2.63 Certificate of Deposit 0.43 GOI Securities 12.03 Debt Credit Ratings AA 26.6 AA+ 19.07 SOV 17.51 AAA 14.78 AA- 8.99 Debt Category Vedanta 4.32 LIC Housing Fin. 0.88 SEIL Energy India 1.76 Siddhivinayak Securitisation Trust 2.64
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-Growth Ret 1M 1.92% Ret 1Y 12.19% Ret 3Y 9.92% Ret 5Y 12.25%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Ret 1M 1.92% Ret 1Y 12.19% Ret 3Y 9.92% Ret 5Y 12.25%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Half Yearly Ret 1M 1.92% Ret 1Y 12.19% Ret 3Y 9.92% Ret 5Y 12.25%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Half Yearly Reinvestment Ret 1M 1.92% Ret 1Y 12.19% Ret 3Y 9.92% Ret 5Y 12.25%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Quarterly Ret 1M 1.92% Ret 1Y 12.19% Ret 3Y 9.92% Ret 5Y 12.25%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Quarterly Reinvestment Ret 1M 1.92% Ret 1Y 12.19% Ret 3Y 9.92% Ret 5Y 12.25%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Reinvestment Ret 1M 1.92% Ret 1Y 12.19% Ret 3Y 9.92% Ret 5Y 12.25%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-Bonus Ret 1M 0.27% Ret 1Y 7.74% Ret 3Y 7.88% Ret 5Y 6.73%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-Growth Ret 1M 0.27% Ret 1Y 7.74% Ret 3Y 7.88% Ret 5Y 6.73%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-IDCW Half Yearly Payout Ret 1M 0.27% Ret 1Y 7.74% Ret 3Y 7.88% Ret 5Y 6.73%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-IDCW Half Yearly Reinvestment Ret 1M 0.27% Ret 1Y 7.74% Ret 3Y 7.88% Ret 5Y 6.73%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.41%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Anurag Mittal
Education Mr. Mittal is B.Com. (Hons), CA and M.Sc. in Accounting and Finance (specialization in Finance) from London School of Economics & Political Science.
Experience Prior to joining UTI Mutual Fund, he worked with IDFC AMC, HDFC AMC ( Sept. 2012 - Oct. 2015), Axis AMC (July 2009 - Sept. 2012), ICICI Prudential Life Insurance Company Ltd. as Credit Research Analyst (2008-2009) and with Bank of America in Corporate Banking (2006-2008).
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at moderate risk
AMC and Fund details
Rank (total sets) 4
Date of Incorporation 2011-06-20
Total AUM 2025-12-31
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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