3 Year return
6.32%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Moderately Low Risk
Asset Under Management
₹2794.82 Cr.
Expense Ratio
0.37% (inclusive of GST)
Exit Load
Nil
Tax Implications
Tax on gains as per your income tax bracket
Fund Holdings
UTI Mutual Fund Managers
AM
Anurag Mittal
Fund Manager since Dec 2021
Fund House Details
UTI Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
JM Low Duration Fund |
6.19% |
3.5 |
Aditya Birla Sun Life Low Duration Fund |
6.6% |
4 |
Kotak Low Duration Fund |
6.42% |
3 |
Schemes by UTI Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan IDCW Payout
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan IDCW Reinvestment
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan Growth
Hybrid . Arbitrage Fund
UTI Arbitrage Fund Direct Plan Growth
Hybrid . Arbitrage Fund
UTI Arbitrage Fund Direct Plan IDCW Payout
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 | 7.21% |
Expense Ratio | 0.37% |
Fund Manager | Anurag Mittal |
Fund Size | ₹2794.82 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
Name | UTI Mutual Fund |
Launch Date | January 2003 |
Addresss | First Floor, Unit No. 2, Block ‘B’, JVPD Scheme, Gulmohar Cross Road No. 9, Andheri (West), Mumbai – 400049. |
Contact | 1800 266 1230 (+91) 022 6227 8000 022 – 68990800 |
service@uti.co.in | |
Website | https://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
FAQs
What is today's NAV of UTI Low Duration Fund?
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What is the minimum SIP amount to invest in UTI Low Duration Fund?
How do I invest in UTI Low Duration Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- 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.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in UTI Low Duration Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in UTI Low Duration Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in UTI Low Duration Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.