Debt Scheme - Low Duration FundUTI Mutual Fund

UTI Low Duration Fund - Direct Plan - Growth Option

₹3779.5907▲ 3.8216 (0.10%)

Scheme Type

Open Ended Schemes

NAV History

+11.07%

365 data points · Period: 1Y

Returns

CAGR

+0.10%

+0.30%

+1.13%

+6.60%

+7.13%

+7.37%

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹11,107

+11.1%

3Y Ago

₹13,632

+36.3%

5Y Ago

₹15,187

+51.9%

Past performance ≠ future results

Fund Analytics

Score: 64.8 / 100

Performance

Total Returns

Simple return over period

+6.82%

CAGR

Compound annual growth rate

+6.82%

Growth of ₹10K

Hypothetical investment value

₹10,682

SIP XIRR

SIP internal rate of return

+5.76%

Risk

Volatility (Ann.)

Std deviation of returns

0.54%LOW

Max Drawdown

Worst peak-to-trough

-0.10%

Sharpe Ratio

Risk-adjusted return

1.52GOOD

Sortino Ratio

Downside risk-adjusted return

2.89GOOD

Benchmark

Beta

Market sensitivity

0.01DEF

Alpha

Excess return vs benchmark

+0.87%

Tracking Error

Deviation from benchmark

11.91%

Information Ratio

Alpha per unit tracking error

0.07

Treynor Ratio

Return per unit systematic risk

95.11

Capture

Upside Capture

Participation in market gains

5.75%

Downside Capture

Participation in market losses

-3.90%

Rolling Returns

1Y Rolling CAGR

Avg 7.6% (4.1% – 9.9%)

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

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+6.8%+0.1%

+0.9%

3Y+7.3%+12.2%

+1.3%

5Y+7.3%+11.0%

+1.3%

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