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Fund Overview of UTI Low Duration Fund Regular Plan-idcw Monthly
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₹3,151.2 CrAUM
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₹1,478.11NAV
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0.42%Expense Ratio
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DebtFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of UTI Low Duration Fund Regular Plan-idcw Monthly
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 1.60% | NA | 1.68% |
| 6 Months | 2.88% | NA | 4.35% |
| 1 Year | 5.97% | 5.97% | 8.25% |
| 2 Years | 14.83% | 7.16% | 7.94% |
| 3 Years | 23.04% | 7.15% | 7.61% |
| 5 Years | 42.41% | 7.33% | 6.39% |
| 7 Years | 62.00% | 7.13% | NA |
| 10 Years | 78.92% | 5.99% | 7.03% |
Compare UTI Low Duration Fund Regular Plan-idcw Monthly with other mutual funds in the same category
UTI Low Duration Fund Regular Plan-idcw Monthly
Sundaram Low Duration Fund Direct-growth
Sundaram Low Duration Fund Direct-idcw Monthly
Asset Allocation
debt instruments
89.50%other assets or cash equivalents
10.50%UTI Low Duration Fund Regular Plan-idcw Monthly is one Debt mutual fund offered by UTI Mutual Fund. the fund aims Reasonable income consistent with high liquidity over short term. Investment in Debt & Money Market instruments. It manages assets worth ₹3,151.2 crore as on Sun May 31, 2026. The expense ratio stands at 0.42%. Fund Manager Manager EducationAbout UTI Low Duration Fund Regular Plan-idcw Monthly
The portfolio allocation consists of 89.50% in debt instruments, 10.50% in other assets or cash equivalents.Managed by Anurag Mittal, it has delivered a return of 5.97% in the last year, a total return since inception of 7.15%.
Considering risk tolerance individuals often evaluate best sip to invest during their overall investment planning.
Key Metrics of UTI Low Duration Fund Regular Plan-idcw Monthly
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Standard Deviation0.53%
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Sharpe Ratio1.77%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Sundaram Low Duration Fund Direct-growth  |
₹364 | 0.76% | 1.62% | 5.96% | 7.30% | 8.04% |
| Sundaram Low Duration Fund Direct-idcw Monthly |
₹364 | 0.76% | 1.62% | 5.96% | 7.30% | 8.04% |
| UTI Low Duration Fund Direct-flexi Idcw |
₹3,151 | 0.77% | 1.63% | 6.08% | 7.25% | 7.44% |
| UTI Low Duration Fund Direct-growth |
₹3,151 | 0.77% | 1.63% | 6.08% | 7.25% | 7.44% |
| UTI Low Duration Fund Direct-idcw Daily |
₹3,151 | 0.77% | 1.63% | 6.08% | 7.25% | 7.44% |
| UTI Low Duration Fund Direct-idcw Fortnightly |
₹3,151 | 0.77% | 1.63% | 6.08% | 7.25% | 7.44% |
| UTI Low Duration Fund Direct-idcw Half Yearly |
₹3,151 | 0.77% | 1.63% | 6.08% | 7.25% | 7.44% |
| UTI Low Duration Fund Direct-idcw Monthly |
₹3,151 | 0.77% | 1.63% | 6.08% | 7.25% | 7.44% |
| UTI Low Duration Fund Direct-idcw Quarterly |
₹3,151 | 0.77% | 1.63% | 6.08% | 7.25% | 7.44% |
| UTI Low Duration Fund Direct-idcw Weekly |
₹3,151 | 0.77% | 1.63% | 6.08% | 7.25% | 7.44% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from UTI Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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UTI Low Duration Fund Regular Plan-bonus
|
₹3,151 | 0.76% | 1.60% | 2.88% | 5.97% | 7.15% |
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UTI Low Duration Fund Regular Plan-flexi Idcw
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₹3,151 | 0.76% | 1.60% | 2.88% | 5.97% | 7.15% |
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UTI Low Duration Fund Direct-flexi Idcw
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₹3,151 | 0.77% | 1.63% | 2.93% | 6.08% | 7.25% |
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UTI Low Duration Fund Direct-growth
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₹3,151 | 0.77% | 1.63% | 2.93% | 6.08% | 7.25% |
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UTI Low Duration Fund Regular Plan-growth
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₹3,151 | 0.76% | 1.60% | 2.88% | 5.97% | 7.15% |
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UTI Low Duration Fund Regular Plan-idcw Daily
|
₹3,151 | 0.76% | 1.60% | 2.88% | 5.97% | 7.15% |
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UTI Low Duration Fund Direct-idcw Daily
|
₹3,151 | 0.77% | 1.63% | 2.93% | 6.08% | 7.25% |
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UTI Low Duration Fund Regular Plan-idcw Fortnightly
|
₹3,151 | 0.76% | 1.60% | 2.88% | 5.97% | 7.15% |
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UTI Low Duration Fund Direct-idcw Fortnightly
|
₹3,151 | 0.77% | 1.63% | 2.93% | 6.08% | 7.25% |
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UTI Low Duration Fund Regular Plan-idcw Half Yearly
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₹3,151 | 0.76% | 1.60% | 2.88% | 5.97% | 7.15% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential Savings Fund-growth |
₹25,885 | ₹577.26 | 7.45% | 6.52% | 7.07% |
| ICICI Prudential Savings Fund Direct Plan-growth |
₹25,885 | ₹585.90 | 7.57% | 6.65% | 7.20% |
| ICICI Prudential Savings Fund Direct Plan-idcw Daily |
₹25,885 | ₹105.74 | 7.57% | 6.65% | 7.20% |
| ICICI Prudential Savings Fund-idcw Daily |
₹25,885 | ₹105.74 | 7.45% | 6.52% | 7.07% |
| ICICI Prudential Savings Fund-idcw Fortnightly |
₹25,885 | ₹101.69 | 7.45% | 6.52% | 7.07% |
| ICICI Prudential Savings Fund Direct Plan-idcw Fortnightly |
₹25,885 | ₹101.69 | 7.57% | 6.65% | 7.20% |
| ICICI Prudential Savings Fund Direct Plan-idcw Monthly |
₹25,885 | ₹102.41 | 7.57% | 6.65% | 7.20% |
| ICICI Prudential Savings Fund-idcw Monthly |
₹25,885 | ₹102.40 | 7.45% | 6.52% | 7.07% |
| ICICI Prudential Savings Fund-d Others |
₹25,885 | ₹193.49 | 7.45% | 6.52% | 7.07% |
| ICICI Prudential Savings Fund Direct Plan-idcw Others |
₹25,885 | ₹196.59 | 7.57% | 6.65% | 7.20% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Net Current Assets | Unspecified | 10.50% | ₹331.03 Cr |
| National Bank For Agriculture And Rural Development Sr 24e 7.80 Bd 15mr27 Fvrs1lac | Financial | 6.33% | ₹199.57 Cr |
| Government Of India 36814 364 Days Tbill 10dc26 Fv Rs 100 | Financial | 6.16% | ₹194.15 Cr |
| Rec Limited Sr 230-a 7.71 Bd 26fb27 Fvrs1lac | Financial | 4.43% | ₹139.68 Cr |
| Embassy Office Parks Reit Sr V Tr B 7.05 Ncd 18ot26 Fvrs10lac | Real Estate | 3.79% | ₹119.58 Cr |
| Mahindra Rural Housing Finance Limited Sr Mrhfldd2023 8.45 Ncd 22jn27 Fvrs1lac | Financial | 3.17% | ₹100.02 Cr |
| Jamnagar Utilities & Power Private Limited Sr Ppd 6 6.40 Loa 29sp26 Fvrs10lac | Industrials | 3.15% | ₹99.37 Cr |
| Canara Bank Cd 22jan27 | Financial | 3.02% | ₹95.22 Cr |
| Hdfc Bank Limited Cd 22jan27 | Financial | 3.02% | ₹95.17 Cr |
| Canara Bank Cd 29jan27 | Financial | 3.02% | ₹95.09 Cr |
| Small Industries Development Bank Of India Cd 28jan27 | Financial | 3.02% | ₹95.01 Cr |
| Embassy Office Parks Reit Sr Iv Tr I 6.80 Ncd 07sp26 Fvrs10lac | Real Estate | 2.85% | ₹89.68 Cr |
| Poonawalla Fincorp Limited Sr G1 Tr 1 7.55 Ncd 25mr27 Fvrs1lac | Financial | 2.36% | ₹74.50 Cr |
| India Grid Trust Sr M 6.72 Loa 14sp26 Fvrs10lac | Industrials | 1.74% | ₹54.83 Cr |
| Radhakrishna Securitisation Trust Rk Trust Ptc 15sept25 | 1.70% | ₹53.54 Cr | |
| 360 One Prime Limited Sr Vi Tr I 9.61 Ncd 18jn27 Fvrs1000 | Financial | 1.59% | ₹50.07 Cr |
| Can Fin Homes Limited Sr 03 8.20 Ncd 18my27 Fvrs1lac | Financial | 1.59% | ₹49.99 Cr |
| Tata Capital Housing Finance Limited Sr C 8.0409 Ncd 19mr27 Fvrs1lac | Financial | 1.58% | ₹49.93 Cr |
| Rec Limited Sr 231a 7.64 Bd 30ap27 Fvrs1lac | Financial | 1.58% | ₹49.88 Cr |
| Aditya Birla Renewables Limited 8.6 Ncd 24sp27 Fvrs1lac | Energy & Utilities | 1.58% | ₹49.87 Cr |
Top Debt Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Sundaram Low Duration Fund Direct-growth |
₹3,928.87 | 7.30% | 8.04% | - |
| Sundaram Low Duration Fund Direct-idcw Monthly |
₹1,118.01 | 7.30% | 8.04% | - |
| UTI Low Duration Fund Direct-flexi Idcw |
₹1,622.96 | 7.25% | 7.44% | - |
| UTI Low Duration Fund Direct-growth |
₹3,822.95 | 7.25% | 7.44% | - |
| UTI Low Duration Fund Direct-idcw Daily |
₹1,459.58 | 7.25% | 7.44% | - |
| UTI Low Duration Fund Direct-idcw Fortnightly |
₹1,339.93 | 7.25% | 7.44% | - |
| UTI Low Duration Fund Direct-idcw Half Yearly |
₹1,479.17 | 7.25% | 7.44% | - |
| UTI Low Duration Fund Direct-idcw Monthly |
₹1,492.59 | 7.25% | 7.44% | - |
| UTI Low Duration Fund Direct-idcw Quarterly |
₹2,049.75 | 7.25% | 7.44% | - |
| UTI Low Duration Fund Direct-idcw Weekly |
₹1,021.43 | 7.25% | 7.44% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
UTI Low Duration Fund Regular Plan-idcw Monthly
What is the current AUM of UTI Low Duration Fund Regular Plan-idcw Monthly?
As of Sun May 31, 2026, UTI Low Duration Fund Regular Plan-idcw Monthly manages assets worth ₹3,151.2 crore
How has UTI Low Duration Fund Regular Plan-idcw Monthly performed recently?
- 3 Months: 1.60%
- 6 Months: 2.88%
What is the long-term performance of UTI Low Duration Fund Regular Plan-idcw Monthly?
- 3 Years CAGR: 7.15%
- 5 Years CAGR: 7.33%
- Since Inception: 7.15%
What is the portfolio composition of UTI Low Duration Fund Regular Plan-idcw Monthly?
Debt: 89.50%, Others: 10.50%.
Who manages UTI Low Duration Fund Regular Plan-idcw Monthly?
UTI Low Duration Fund Regular Plan-idcw Monthly is managed by Anurag Mittal from UTI Mutual Fund.
Which are the top companies UTI Low Duration Fund Regular Plan-idcw Monthly has invested in?
- Net Current Assets – 10.50% of the fund's portfolio
- NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 24E 7.80 BD 15MR27 FVRS1LAC – 6.33% of the fund's portfolio
- GOVERNMENT OF INDIA 36814 364 DAYS TBILL 10DC26 FV RS 100 – 6.16% of the fund's portfolio
- REC LIMITED SR 230-A 7.71 BD 26FB27 FVRS1LAC – 4.43% of the fund's portfolio
- EMBASSY OFFICE PARKS REIT SR V TR B 7.05 NCD 18OT26 FVRS10LAC – 3.79% of the fund's portfolio
Which are the major sectors UTI Low Duration Fund Regular Plan-idcw Monthly focuses on?
- Financial – 40.88% of the fund's portfolio
- Unspecified – 10.50% of the fund's portfolio
- Real Estate – 6.64% of the fund's portfolio
- Industrials – 4.89% of the fund's portfolio
- Other – 1.70% of the fund's portfolio
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