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UTI Low Duration Fund - Regular Plan - Growth Option is a debt scheme managed by UTI Mutual Fund. Three-year compounded annual return is 7.03%, placing it in the 72nd percentile of Debt peers. It has ranked in the top half of its category for 11 of the last 12 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 0.42% on assets of ₹3,108Cr. The fund is currently managed by Mr. Anurag Mittal, appointed within the last year.
Lower is better.
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Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
| Scheme | AMC | AUM | TER | 3Y |
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Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| LIC HOUSING FINANCE LIMITED | Financial Services | 0.81% |
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 0.8% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Debt.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
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| Star |
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| HSBC Low Duration Fund - Regular Growth | HSBC Mutual Fund | ₹1,058 Cr | 0.90% | +7.34% | — | 3★ |
| Axis Treasury Advantage Fund - Retail Plan - Growth Option | Axis Mutual Fund | ₹6,085 Cr | 0.71% | +6.96% | +6.12% | 4★ |
| Axis Treasury Advantage Fund - Regular Plan - Growth Option | Axis Mutual Fund | ₹6,085 Cr | 0.71% | +6.95% | +6.12% | 3★ |
| CANARA ROBECO SAVINGS FUND - REGULAR PLAN - GROWTH OPTION | Canara Robeco Mutual Fund | ₹1,140 Cr | 0.48% | +6.80% | +5.88% | 3★ |
| Tata Treasury Advantage Fund - Regular Plan - Growth Option | Tata Mutual Fund | ₹2,859 Cr | 0.60% | +6.76% | +5.92% | 3★ |
| BANDHAN Low Duration Fund - Regular Plan - Growth | Bandhan Mutual Fund | ₹6,121 Cr | 0.69% | +6.70% | +5.86% | 3★ |
| Nippon India Low Duration Fund - Retail Plan - Growth Plan - Growth Option | Nippon India Mutual Fund | ₹9,417 Cr | 0.98% | +6.68% | +5.85% | 2★ |
| DSP Low Duration Fund - Regular Plan - Growth | DSP Mutual Fund | ₹5,108 Cr | 0.63% | +6.68% | +5.87% | 3★ |
| Mirae Asset Low Duration Fund - Regular Plan - Growth | Mirae Asset Mutual Fund | ₹2,314 Cr | 0.89% | +6.61% | +5.69% | 2★ |
| SBI LOW DURATION FUND - REGULAR PLAN - GROWTH | SBI Mutual Fund | ₹13,458 Cr | 0.93% | +6.56% | +5.73% | 2★ |