UTI Low Duration Fund Regular Plan Bonus

Debt
Low Duration
Moderate Risk
6.38%
3Y annualised
+0.03% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 Dec 2024₹2,842.84
Min. SIP amountNot Supported
Rating5
Fund size₹2,706.92Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)

Returns and rankings

Category: Debt Low Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns7.6%6.4%7.1%7.2%
Category average7.3%6.1%6.1%NA
Rank with in category322NA
Understand terms

Peer Comparison

Debt, Low Duration fundsRating1Y3YFund Size(Cr)
UTI Low Duration Fund Regular Plan Bonus
5
7.6%6.4%2,706.92
JM Low Duration Fund Bonus
4
7.3%6.0%240.27
Sundaram Low Duration Fund Bonus
5
7.2%5.9%381.67

Holdings (64)

NameSectorInstrumentAssets
HDFC Bank Ltd.
FinancialCD5.38%
National Bank For Agriculture & Rural Development
FinancialDebenture4.30%
HDFC Bank Ltd.
FinancialCD4.21%
Bajaj Housing Finance Ltd.
FinancialNCD3.57%
National Bank For Agriculture & Rural Development
FinancialDebenture2.85%
Tamilnadu State
OthersSDL2.84%
IDFC First Bank Ltd.
FinancialCD2.65%
Nirma Ltd.
Consumer StaplesDebenture2.15%
REC Ltd.
FinancialNCD2.15%
Gujarat State
ConstructionSDL2.14%
Aditya Birla Finance Ltd.
FinancialCP2.11%
Kotak Mahindra Bank Ltd.
FinancialCD2.11%
ICICI Bank Ltd.
FinancialCD2.10%
India Universal Trust AL1
OthersSecuritised Debt1.93%
SMFG India Credit Company Ltd.
FinancialNCD1.86%
Aditya Birla Renewables Ltd.
EnergyBonds/NCD1.44%
REC Ltd.
FinancialNCD1.43%
Export-Import Bank Of India
FinancialBonds1.43%
LIC Housing Finance Ltd.
FinancialDebenture1.43%
LIC Housing Finance Ltd.
FinancialNCD1.43%
LIC Housing Finance Ltd.
FinancialNCD1.43%
Tata Capital Housing Finance Ltd.
FinancialDebenture1.42%
Indian Railway Finance Corporation Ltd.
FinancialDebenture1.42%
National Bank For Agriculture & Rural Development
FinancialDebenture1.42%
Reserve Bank of India
FinancialT-Bills1.41%
Aditya Birla Money Ltd.
FinancialCP1.41%
ICICI Bank Ltd.
FinancialCD1.40%
Fedbank Financial Services Ltd.
FinancialCP1.40%
AU Small Finance Bank Ltd.
FinancialCD1.40%
Canara Bank
FinancialCD1.40%
360 ONE Wealth Ltd.
FinancialMoney Mkt1.40%
Hinduja Leyland Finance Ltd.
FinancialCP1.40%
Axis Bank Ltd.
FinancialCD1.35%
Sundaram Home Finance Ltd.
FinancialCP1.35%
Axis Bank Ltd.
FinancialCD1.35%
Equitas Small Finance Bank Ltd.
FinancialCD1.34%
Standard Chartered Capital Ltd.
FinancialCP1.34%
GOI
SovereignGOI Sec1.26%
GOI
SovereignGOI Sec0.98%
Mankind Pharma Ltd.
HealthcareCP0.93%
REC Ltd.
FinancialNCD0.72%
Indian Railway Finance Corporation Ltd.
FinancialBonds0.72%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture0.72%
National Housing Bank
FinancialDebenture0.72%
National Bank For Agriculture & Rural Development
FinancialDebenture0.72%
Tata Projects Ltd.
ConstructionDebenture0.72%
REC Ltd.
FinancialDebenture0.71%
REC Ltd.
FinancialDebenture0.71%
Kotak Mahindra Prime Ltd.
FinancialDebenture0.71%
REC Ltd.
FinancialDebenture0.71%
REC Ltd.
FinancialDebenture0.71%
Kotak Mahindra Prime Ltd.
FinancialDebenture0.71%
Shriram Finance Ltd
FinancialDebenture0.71%
LIC Housing Finance Ltd.
FinancialDebenture0.71%
Equitas Small Finance Bank Ltd.
FinancialCD0.70%
Axis Bank Ltd.
FinancialCD0.70%
REC Ltd.
FinancialNCD0.70%
Pilani Investment And Industries Corporation Ltd.
FinancialCP0.70%
Mahindra Rural Housing Finance Ltd.
FinancialCP0.67%
Standard Chartered Investment & Loan India Ltd.
FinancialCP0.66%
GOI
SovereignGOI Sec0.44%
Mankind Pharma Ltd.
HealthcareDebenture0.29%
GOI
SovereignGOI Sec0.12%
Clearing Corporation of India
OthersCP0.03%
See All

Expense ratio, exit load and tax

Expense ratio: 0.45%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Anurag Mittal
Dec 2021 - Present
View details

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).
Also manages these schemes
Bandhan Liquid Fund Direct Plan Growth
Bandhan Low Duration Fund Direct Growth
Bandhan Money Manager Fund Direct Growth
Bandhan Conservative Hybrid Fund Direct Plan Growth
UTI Money Market Fund Direct Growth
UTI Low Duration Fund Direct Growth
Bandhan Banking & PSU Debt Fund Direct Growth
UTI Banking & PSU Fund Direct Growth
Bandhan Corporate Bond Fund Direct Growth
Bandhan Hybrid Equity Fund Direct Growth
IDFC Fixed Term Plan Series 149 Direct Growth
UTI Corporate Bond Fund Direct Growth
IDFC Fixed Term Plan Series 160 Direct Growth
IDFC Fixed Term Plan Series 177 Direct Growth
Bandhan Floating Rate Fund Direct Growth
Bandhan CRISIL IBX Gilt June 2027 Index Fund Direct Growth
Bandhan CRISIL IBX Gilt April 2028 Index Fund Direct Growth
UTI Gilt Fund with 10 year Constant Duration Direct Growth
UTI Balanced Advantage Fund Direct Growth

Fund house & investment objective

Fund house contact details

Address
UTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Phone
0263 2296993
Launch Date
14 Nov 2002
E-mail
NA
Website
www.utimf.com
UTI Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]
Website
www.karvymfs.com

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