Debt Scheme - Low Duration FundUTI Mutual Fund

UTI Low Duration Fund - Regular Plan - Weekly IDCW

₹1436.5700▲ 1.4485 (0.10%)

Scheme Type

Open Ended Schemes

NAV History

+10.91%

365 data points · Period: 1Y

Returns

CAGR

+0.10%

+0.30%

+1.11%

+6.50%

+7.03%

+7.26%

Returns over 1Y are annualized (CAGR). Past performance ≠ future results.

Growth of ₹10,000

Hypothetical

1Y Ago

₹11,091

+10.9%

3Y Ago

₹13,569

+35.7%

5Y Ago

₹14,313

+43.1%

Past performance ≠ future results

Fund Analytics

Score: 64.8 / 100

Performance

Total Returns

Simple return over period

+6.72%

CAGR

Compound annual growth rate

+6.72%

Growth of ₹10K

Hypothetical investment value

₹10,672

SIP XIRR

SIP internal rate of return

+5.65%

Risk

Volatility (Ann.)

Std deviation of returns

0.54%LOW

Max Drawdown

Worst peak-to-trough

-0.10%

Sharpe Ratio

Risk-adjusted return

1.33GOOD

Sortino Ratio

Downside risk-adjusted return

2.50GOOD

Benchmark

Beta

Market sensitivity

0.01DEF

Alpha

Excess return vs benchmark

+0.77%

Tracking Error

Deviation from benchmark

11.91%

Information Ratio

Alpha per unit tracking error

0.06

Treynor Ratio

Return per unit systematic risk

82.85

Capture

Upside Capture

Participation in market gains

5.68%

Downside Capture

Participation in market losses

-3.83%

Rolling Returns

1Y Rolling CAGR

Avg 7.4% (4.0% – 9.8%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-03-25

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+6.7%+0.1%

+0.8%

3Y+7.2%+12.2%

+1.2%

5Y+7.2%+11.0%

+1.2%

Beta

1Y: 0.013Y: 0.005Y: 0.00

Outperforming the Nifty 50 index

Pre-computed metrics. Benchmark: Nippon India ETF Nifty BeES. Alpha = Fund CAGR − Index CAGR.

SIP Calculator

Auto-filled

Monthly

₹500₹1L

Period

Return (%)•

Invested

₹3,00,000

Wealth Gained

₹1,01,235

Total Value

₹4,01,235

*Based on historical CAGR. Projections are illustrative, not guaranteed