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UTI Low Duration Fund Plan Growth
Debt
Low Duration
Moderate Risk
+7.40%
3Y annualised
+0.01% 1D
NAV: 09 Jan '26
₹3,666.82
Min. SIP amount
Not Supported
Fund size
₹2,667.29 Cr
Expense ratio
0.41%
Holdings (55)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| National Bank For Agriculture & Rural Development | Financial | Debenture | 4.74% |
| Reserve Bank of India | Financial | T-Bills | 4.61% |
| Embassy Office Parks REIT | Construction | NCD | 4.50% |
| REC Ltd. | Financial | NCD | 3.79% |
| Summit Digitel Infrastructure Pvt. Ltd. | Communication | Debenture | 3.75% |
| Sikka Ports and Terminals Ltd. | Energy | Debenture | 3.75% |
| Jamnagar Utilities and Power Pvt. Ltd. | Capital Goods | NCD | 3.73% |
| Embassy Office Parks REIT | Construction | NCD | 3.37% |
| LIC Housing Finance Ltd. | Financial | Bonds | 2.85% |
| Nirma Ltd. | Consumer Staples | Debenture | 2.82% |
| Poonawalla Fincorp Ltd. | Financial | Debenture | 2.81% |
| JM Financial Services Pvt. Ltd. | Financial | CP | 2.73% |
| 360 ONE Wealth Ltd. | Financial | NCD | 2.06% |
| Radhakrishna Securitisation Trust | Others | Sec. Debt | 2.06% |
| Bharti Telecom Ltd. | Communication | Debenture | 2.05% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 1.90% |
| REC Ltd. | Financial | Debenture | 1.90% |
| Aditya Birla Renewables Ltd. | Energy | Bonds/NCD | 1.90% |
| Tata Capital Housing Finance Ltd. | Financial | Bonds | 1.90% |
| REC Ltd. | Financial | Debenture | 1.89% |
| REC Ltd. | Financial | Bonds | 1.89% |
| Summit Digitel Infrastructure Pvt. Ltd. | Communication | Debenture | 1.89% |
| Hinduja Leyland Finance Ltd. | Financial | Debenture | 1.89% |
| Shriram Finance Ltd | Financial | Bonds | 1.89% |
| Power Finance Corporation Ltd. | Financial | NCD | 1.88% |
| Poonawalla Fincorp Ltd. | Financial | Debenture | 1.87% |
| LIC Housing Finance Ltd. | Financial | NCD | 1.87% |
| IGH Holdings Pvt. Ltd. | Communication | CP | 1.87% |
| Sikka Ports and Terminals Ltd. | Energy | Debenture | 1.32% |
| Godrej Seeds & Genetics Ltd. | Consumer Staples | NCD | 1.13% |
| Godrej Seeds & Genetics Ltd. | Consumer Staples | NCD | 1.13% |
| Jamnagar Utilities and Power Pvt. Ltd. | Capital Goods | Debenture | 0.95% |
| LIC Housing Finance Ltd. | Financial | Debenture | 0.95% |
| Tata Capital Housing Finance Ltd. | Financial | Bonds | 0.95% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 0.95% |
| Muthoot Finance Ltd. | Financial | Debenture | 0.95% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.95% |
| Muthoot Finance Ltd. | Financial | NCD | 0.95% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.95% |
| National Housing Bank | Financial | NCD | 0.95% |
| Indian Railway Finance Corporation Ltd. | Financial | Bonds | 0.95% |
| LIC Housing Finance Ltd. | Financial | NCD | 0.95% |
| Muthoot Finance Ltd. | Financial | Debenture | 0.94% |
| Mankind Pharma Ltd. | Healthcare | Debenture | 0.94% |
| LIC Housing Finance Ltd. | Financial | Debenture | 0.94% |
| National Bank For Agriculture & Rural Development | Financial | FRB | 0.94% |
| Bajaj Housing Finance Ltd. | Financial | Bonds/NCD | 0.94% |
| Bajaj Housing Finance Ltd. | Financial | NCD | 0.94% |
| Embassy Office Parks REIT | Construction | Debenture | 0.94% |
| Mindspace Business Parks REIT | Construction | Debenture | 0.94% |
| REC Ltd. | Financial | Debenture | 0.93% |
| Power Finance Corporation Ltd. | Financial | Bonds | 0.93% |
| Nuvama Wealth Finance Ltd. | Financial | CP | 0.92% |
| India Universal Trust AL1 | Others | Sec. Debt | 0.71% |
| 360 ONE Wealth Ltd. | Financial | Debenture | 0.40% |
See All
Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +7.4% | +7.1% | +6.1% | +7.2% |
| Category average (Debt Low Duration) | +7.1% | +5.9% | +6.5% | -- |
| Rank (Debt Low Duration) | 3 | 1 | 16 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed as per your Income Tax slab.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Savings Fund Growth | +7.60% | +7.71% | 30,163.09 | |
UTI Low Duration Fund Plan Growth | +7.45% | +7.40% | 2,667.29 | |
Axis Treasury Advantage Fund Growth | +7.41% | +7.35% | 5,979.40 | |
Tata Treasury Advantage Fund Growth | +7.04% | +7.10% | 3,563.06 | |
Sundaram Low Duration Fund (Ex) Plan Growth | +11.79% | +4.95% | 549.95 | |
| Compare | ||||
Fund management
AMAnurag MittalDec 2021 - PresentView details
AM
Anurag Mittal
Dec 2021 - Present
View details
About UTI Low Duration Fund Plan Growth
UTI Low Duration Fund Plan Growth is a Debt Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 14 Nov 2002. Anurag Mittal is the Current Fund Manager of UTI Low Duration Fund Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹4,00,535 Cr and the Latest NAV as of 09 Jan 2026 is ₹3,666.82.
The UTI Low Duration Fund Plan Growth is rated Moderate risk. Minimum SIP Investment is set to ₹500.
;
Investment Objective
The scheme seeks to generate reasonable income for its investors consistent with high liquidity by investing in a portfolio of debt & money market instruments.
Fund benchmarkNIFTY Low Duration Debt Index A-I
Fund house
Rank (total assets)#8 in India
Total AUM₹4,00,535.15 Cr
Date of Incorporation14 Nov 2002
Launch Date14 Nov 2002
AddressUTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,