tortoise-icon tortoise-icon

UTI Low Duration Fund- Regular Plan - Daily IDCW (Reinvestment)

  • Debt
  • Low Duration
  • Low to Moderate
  • Current NAV

    ₹1239.2 0.1739%

    18-03-2024
  • Annual Returns

    7.38%

  • Min. SIP ₹500

    Min. Investment ₹20000

Invest Now Compare

Invest Now

Calculate SIP Returns of UTI Low Duration Fund- Regular Plan - Daily IDCW (Reinvestment)

Monthly SIP Target Amount

I want to invest

Annual returns
I can wait for

I can wait for

I want

Annual returns
I can wait for

I can wait for

Net Profit ₹ 5,000

+

Invested Amt. ₹ 10,000

=

Total Wealth ₹ 15,000

If you start a SIP of Rs 1000 per month from now, your net wealth at retirement will be

Start SIP

Investment Returns

This Fund Category Avg. Benchmark
1W 0.15% 0.16% 0.06%
1M 0.62% 0.62% 0.82%
3M 1.85% 1.78% 2.88%
6M 3.49% 3.31% 4.34%
1Y 7.38% 7.07% 9.05%
2Y 6.21% 5.86% 6.79%
3Y 7.23% 5.44% 6.35%
5Y 4.53% 5.51% 7.72%
ALL 5.96% 6.49% 8.75%

Check out what are trolling and rolling returns of this fund ?

Check Now

Risk scale

Low to Moderate

Check ot the detail risk analysis of the fund.

Check Now
small-banner

Fund Managers

Anurag Mittal
Anurag Mittal

Fund Manage - 7

Total AUM. - 38342Cr.

checked

Check Free KYC

  • checkedQuick & Easy Steps!
  • checkedEnhanced security measures
  • checkedInstant Access To All Features
To Know Your Eligibility for Mutual Fund Investment

Enter Valid PAN Number

Enter Your Name

Next By Proceeding, you agree T&C

Enter a valid mobile number

Enter valid email address

By Proceeding, you agree T&C

Portfolio Analysis

Debt89.42% Others10.35%

Market Cap

Top 5 Sectors

Financial

Sovereign

Communication

Others

Top 5 Companies

Export-Import Bank Of India% 364-D 22/03/2024

Export-Import Bank Of India% 14/03/2024

7.57% National Bank For Agriculture & Rural Development 19/03/2026

Kotak Mahindra Bank Ltd.% 29/02/2024

Small Industries Devp. Bank of India Ltd.% 14/03/2024

Market Cap

Top 5 Sectors

Others

Top 5 Companies

Others

Check out the portfolio analysis of this fund.

Check Now

Alternative Fund Category Peer View

3M 6M 1Yr 3Yr 5Yr

Fund Name Returns

Check out the performance of the similar or peer funds

Check Now
More Funds From

UTI Mutual Fund

Scheme Name 1M 3M 6M 1Y 5Y
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option -1.82% 8.78% 28.58% 63.82% 0%
UTI-Transpotation and Logistics Fund-Growth Option -0.27% 8.87% 19.82% 55.88% 17.74%
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option -0.21% 11.68% 25.9% 55.11% 15.85%
UTI Healthcare Fund - Regular Plan - Growth Option -2.93% 9.06% 16.53% 53.69% 20.55%
UTI Infrastructure Fund-Growth Option -0.36% 7.12% 19.94% 47.68% 18.23%
UTI Large & Mid Cap Fund - Regular Plan - Growth Option -0.36% 5.26% 13.21% 46.06% 18.14%
UTI S&P BSE Low Volatility Index Fund - Regular Plan - Growth Option -0.09% 10.7% 19.33% 44.82% 0%
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option 1.31% 8.08% 19.3% 39.41% 13.38%
UTI-Dividend Yield Fund.-Growth -1.87% 5.14% 13.92% 39.24% 16.93%
See More About UTI Mutual Fund

Compare Funds

Tata Small Cap Fund-Regular Plan-Growth

3Y Returns26.47%

AUM 5819.07Cr.

VS

Axis Small Cap Fund - Regular Plan - Growth

Returns24.03%

AUM 18615.7165Cr.

Compare Now

SBI Small Cap Fund - Regular Plan - Growth

3Y Returns21.17%

AUM 23716.95Cr.

VS

Canara Robeco Small Cap Fund - Regular Plan - Growth Option

Returns26.3%

AUM 7821.2236Cr.

Compare Now

Nippon India Small Cap Fund - Growth Plan - Growth Option

3Y Returns31.39%

AUM 43815.61Cr.

VS

Quant Small Cap Fund-Growth

Returns39.51%

AUM 13001.8326Cr.

Compare Now

HDFC Small Cap Fund - Growth Option

3Y Returns28.96%

AUM 26836.99Cr.

VS

HSBC Small Cap Fund - Regular Growth

Returns29.72%

AUM 13230.8235Cr.

Compare Now

Suitability

This fund is suitable for those investors
  • PurposePurpose
  • Perfect for short-term financial goals or post-retirement investment, offering returns potentially higher than traditional fixed deposits.
  • StrategyStrategy
  • Focuses on investing in quality and high-rated debt instruments, such as government or corporate bonds, ensuring a stable and reliable income stream.
  • DurationDuration
  • A recommended minimum investment period of 1-3 years is advised to capitalize on the stability and benefits of fixed-income securities across different market conditions.
  • Risk ToleranceRisk Tolerance
  • Expects very low volatility, with minimal risk of negative returns, making it a safer choice for conservative investors.
  • Returns ExpectationReturns Expectation
  • Aims for a 7-10% compounded annual growth rate (CAGR), often outperforming traditional fixed deposits and providing a more lucrative income option.

Frequently Asked Questions

What is the current NAV of UTI Low Duration Fund- Regular Plan - Daily IDCW (Reinvestment)?

Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of UTI Low Duration Fund- Regular Plan - Daily IDCW (Reinvestment) as of 18-03-2024 is 1239.2038.

What is the expense ratio of UTI Low Duration Fund- Regular Plan - Daily IDCW (Reinvestment)?

The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.

What is the benchmark of UTI Low Duration Fund- Regular Plan - Daily IDCW (Reinvestment)?

UTI performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.

What is the AUM or size of UTI Low Duration Fund- Regular Plan - Daily IDCW (Reinvestment)?

AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of UTI Low Duration Fund- Regular Plan - Daily IDCW (Reinvestment) is Rs 3290.53 Crs.

Is UTI Low Duration Fund- Regular Plan - Daily IDCW (Reinvestment) a safe fund to invest?

Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.

Should I invest in UTI Low Duration Fund- Regular Plan - Daily IDCW (Reinvestment)?

This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.

What are the top 5 holdings of UTI Low Duration Fund- Regular Plan - Daily IDCW (Reinvestment)?

The fund's top 5 holdings are in Bajaj holdings and investment Financial, Sovereign, Communication, Others.

How to start online SIP in UTI Low Duration Fund- Regular Plan - Daily IDCW (Reinvestment)s?

MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.

How can I redeem my investments in UTI Low Duration Fund- Regular Plan - Daily IDCW (Reinvestment)?

Redeeming your investments in UTI Low Duration Fund- Regular Plan - Daily IDCW (Reinvestment) is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.

Is there any brokerage/advisory fees on Mutual Fund SIP transactions?

At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.

Who manages this fund, and what is their expertise?

Anurag Mittal, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.

Add to Cart Successfully