UTI Low Duration Fund Regular Plan-Bonus Principal Units
UTI Low Duration Fund Regular Plan-Bonus Principal Units: Mutual Fund Overview
UTI Low Duration Fund Regular Plan-Bonus Principal Units is an Low Duration mutual fund with over 23.01 years of performance history. The scheme manages an AUM of ₹2989.58 Cr and has a NAV of ₹3092.4173. It is rated '4' stars by analysts. Investors can begin a SIP with as little as ₹0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 6.85%.
Debt, Low Duration, Principal at moderate risk
1 Year Return 6.85% at 24 Mar 2026 03:21 PM
Fund Details
NAV 3092.4173
Sub-Type Low Duration
Rating 4
Min. SIP Amount ₹0
Fund Age(Year) 23.01
Fund Size(in Crores) 2989.58
Fund Performance
1 Month 0.19%
3 Month 1.16%
6 Month 2.67%
1 Year 6.85%
3 Year 7.25%
5 Year 7.21%
Know This Fund
As on 24 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (19.19%) Market Cap Large Cap 12.51 Mid Cap 2.01 Small Cap 4.67 Top Sectors Financial 6.68 Insurance 3.54 Healthcare 2.43 Energy 1.45 Automobile 1.28 Consumer Staples 1.27 Technology 1.04 Materials 0.76 Communication 0.28 Chemicals 0.28 Services 0.18 Top Holding Infosys 0.8 Samvardhana Motherson 0.52 Canara HSBC Life Insurance Company 2.01 Cohance Lifesciences 0.34 HDFC Bank 2.63 Indigo Paints 0.52 Kotak Mahindra Bank 0.89 Petronet LNG 0.65 NTPC 0.47 Syngene International 0.36 Emcure Pharmaceuticals 0.31 ICICI Bank 1.65 TeamLease Services 0.18 Indus Towers 0.28 Power Fin. Corp. 0.23 HDFC Life Insurance 0.49 ICICI Lombard Gen. Insurance 0.5 State Bank of India 0.29 GAIL (India) 0.33 Cipla 0.7 ITC 1.27 Bajaj Finance 0.26 Ipca Laboratories 0.53 Cyient 0.24 La Opala RG 0.24 SBI Life Insurance Company 0.54 Maruti Suzuki India 0.29 Alembic Pharmaceuticals 0.19 Jubilant Ingrevia 0.28 Axis Bank 0.73 Mahindra & Mahindra 0.47
Debt & Others (80.81%) Sector Allocation Infrastructure Investment Trust 0.67 Cash Margin 0.27 GOI Securities 38.44 Debt Credit Ratings SOV 55.27 A1+ 15.27 AA+ 6.9 Cash & Call Money 2.11 Others 0.32 Debt Category Muthoot Finance 4.06 HDFC Bank 5.1 Gujarat State 0.17 Others 2.7
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-Growth Ret 1M -1.93% Ret 1Y 5.41% Ret 3Y 10.89% Ret 5Y 9.19%
Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-IDCW Quarterly Ret 1M -1.93% Ret 1Y 5.41% Ret 3Y 10.89% Ret 5Y 9.19%
Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-IDCW Quarterly Payout Ret 1M -1.93% Ret 1Y 5.41% Ret 3Y 10.89% Ret 5Y 9.19%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-Growth Ret 1M -3.01% Ret 1Y 4.88% Ret 3Y 8.51% Ret 5Y 7.76%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-Growth Monthly Payment Ret 1M -3.01% Ret 1Y 4.88% Ret 3Y 8.51% Ret 5Y 7.76%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-IDCW Monthly Ret 1M -3.01% Ret 1Y 4.88% Ret 3Y 8.51% Ret 5Y 7.76%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-IDCW Monthly Reinvestment Ret 1M -3.01% Ret 1Y 4.88% Ret 3Y 8.51% Ret 5Y 7.76%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-Growth Ret 1M -3.44% Ret 1Y 3.6% Ret 3Y 7.67% Ret 5Y 5.25%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-IDCW Ret 1M -3.44% Ret 1Y 3.6% Ret 3Y 7.67% Ret 5Y 5.25%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-IDCW Reinvestment Ret 1M -3.44% Ret 1Y 3.6% Ret 3Y 7.67% Ret 5Y 5.25%
Equity, Flexi Cap funds Axis Conservative Hybrid Fund Regular-Growth Ret 1M -2.64% Ret 1Y 2.37% Ret 3Y 6.85% Ret 5Y 5.87%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.4%
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) 3
Date of Incorporation 2003-03-21
Total AUM 396376.12
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.
Take Your Next Step
UTI Low Duration Fund Regular Plan-Bonus Principal Units FAQs
How to invest in UTI Low Duration Fund Regular Plan-Bonus Principal Units?
Investing in UTI Low Duration Fund Regular Plan-Bonus Principal Units through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for UTI Low Duration Fund Regular Plan-Bonus Principal Units in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of UTI Low Duration Fund Regular Plan-Bonus Principal Units?
The term expense ratio for UTI Low Duration Fund Regular Plan-Bonus Principal Units or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of UTI Low Duration Fund Regular Plan-Bonus Principal Units is 0.4% as of 24 Mar 2026.
What is the NAV of UTI Low Duration Fund Regular Plan-Bonus Principal Units?
The NAV of UTI Low Duration Fund Regular Plan-Bonus Principal Units is ₹3092.4173 as of 24 Mar 2026.
What is the AUM of UTI Low Duration Fund Regular Plan-Bonus Principal Units?
The AUM (Assets Under Management) of UTI Low Duration Fund Regular Plan-Bonus Principal Units is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of UTI Low Duration Fund Regular Plan-Bonus Principal Units is ₹2989.58 Cr as of 24 Mar 2026.
What is the PE and PB ratio of UTI Low Duration Fund Regular Plan-Bonus Principal Units?
The PE ratio of UTI Low Duration Fund Regular Plan-Bonus Principal Units shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in UTI Low Duration Fund Regular Plan-Bonus Principal Units?
Yes, you can invest in UTI Low Duration Fund Regular Plan-Bonus Principal Units through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of UTI Low Duration Fund Regular Plan-Bonus Principal Units in the last 5 years?
The return of UTI Low Duration Fund Regular Plan-Bonus Principal Units in the last 5 years is 7.21%.
What is the minimum SIP investment required in UTI Low Duration Fund Regular Plan-Bonus Principal Units?
The minimum SIP investment in UTI Low Duration Fund Regular Plan-Bonus Principal Units depends on the fund's scheme rules and usually starts at a small amount. For UTI Low Duration Fund Regular Plan-Bonus Principal Units, the minimum SIP amount is ₹0.
What is the current NAV of UTI Low Duration Fund Regular Plan-Bonus Principal Units?
The NAV of UTI Low Duration Fund Regular Plan-Bonus Principal Units, as of 24 Mar 2026, is ₹3092.4173.
Who manages the UTI Low Duration Fund Regular Plan-Bonus Principal Units?
The fund managers responsible for UTI Low Duration Fund Regular Plan-Bonus Principal Units are:
- Anurag Mittal