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DEBT•LOW DURATION FUND

UTI Low Duration Fund

3 Year return

7.58%
NAV on December 10, 2025
3713.9462
1D Returns
-0.42%
Launched on January 2013(12 years)

Investment Details

₹500
Minimum SIP Amount
₹500
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
12.61%₹454
Total Value ₹4,054

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹2,813.98 Cr.
Expense Ratio
0.29% (inclusive of GST)
Exit Load
Nil

Ratings

ARQ Rating
5

Ratings by other agencies

Value Research
5
Crisil
4
Morning Star
3

Tax Implications

Tax on gains as per your income tax bracket

UTI Mutual Fund Manager

AM

Anurag Mittal

Fund Manager since Jan 2025

Fund House Details

UTI Mutual Fund

UTI Mutual Fund

Asset management company

AUM
₹3,79,175.93 Cr.
No. of Schemes
259
Setup Date
January 2003

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
HSBC Low Duration Fund8.214%
0
Nippon India Low Duration Fund7.7735%
4
Aditya Birla Sun Life Low Duration Fund7.8381%
4

Schemes by UTI Mutual Fund

List of mutual fund schemes by AMC

Funds
3 Years Returns
UTI Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

UTI Aggressive Hybrid Fund Direct Plan Growth
16.5334%
UTI Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

UTI Aggressive Hybrid Fund Direct Plan IDCW Payout
16.5343%
UTI Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

UTI Aggressive Hybrid Fund Direct Plan IDCW Reinvestment
16.5343%
UTI Mutual Fund logo

Hybrid . Arbitrage Fund

UTI Arbitrage Fund Direct Plan Growth
7.7429%
UTI Mutual Fund logo

Hybrid . Arbitrage Fund

UTI Arbitrage Fund Direct Plan IDCW Payout
7.7429%

About the UTI Treasury Advantage Fund Direct Plan Growth

The UTI Treasury Advantage Fund Direct Plan Growth is a low-duration debt fund managed by UTI Mutual Fund. It is a direct plan, which means that there are no brokerage fees involved when you invest in the fund. The fund invests in a portfolio of government securities and other high-quality debt instruments with a maturity of up to 1 year. The fund aims to generate returns that are higher than the returns offered by bank deposits.

Investment Objectives of the Scheme

The investment objective of the LIC MF Large Cap Fund Direct Plan Growth is to generate long-term capital appreciation by investing in a diversified portfolio of equity shares of large-cap companies. The investment objective of the UTI Treasury Advantage Fund Direct Plan Growth is to generate reasonable returns with low volatility over the short-term by investing in a diversified portfolio of quality debt and money market instruments (predominantly in securities/instruments being rated as AAA/A1+).

Key Features of The Fund

5-year return
7.2397%
Expense Ratio
0.29%
Fund Manager
Anurag Mittal
Fund Size
₹2813.98 Cr.
Risk Profile
Moderately Low

Is This Scheme Right for Me?

The UTI Treasury Advantage Fund Direct Plan Growth is a good option for investors who are looking for a low-risk investment with the potential for moderate returns. The fund is also a good option for investors who need to park their money for a short period of time, such as 1-3 years. However, the fund is not suitable for investors who are looking for high returns or who are not comfortable with the volatility of the debt market.

AMC Contact Details

NameUTI Mutual Fund
Launch DateJanuary 2003
AddressFirst Floor, Unit No. 2, Block ‘B’, JVPD Scheme, Gulmohar Cross Road No. 9, Andheri (West), Mumbai – 400049.
Contact1800 266 1230(+91) 022 6227 8000022 – 68990800
Emailservice@uti.co.in
Websitehttps://www.utimf.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Planning Tool at You Fingertips Now – SIP Calculator

Estimating and comparing your returns from different mutual funds can happen within under a minute with just 3 steps: Step 1: Open Angel One's free SIP calculator. Step 2: Enter your SIP Amount, investment horizon, and expected rate of return. Step 3: Compare!

FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of UTI Low Duration Fund on December 10, 2025, is ₹3713.9462
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of UTI Low Duration Fund, is ₹2813.98 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of UTI Low Duration Fund is 0.29%
The UTI Low Duration Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for UTI Low Duration Fund is ₹undefined.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,054 in 3Y at 7.5838% returns
SIP Date1st of every month

Your next SIP Payment will be on 11 January 2026

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