UTI Low Duration RegAnnaulDivOptIDCWRDis

UTI Low Duration RegAnnaulDivOptIDCWRDis Fund Details and Key Information

UTI Low Duration RegAnnaulDivOptIDCWRDis is an open-ended mutual fund that invests based on its stated objective and benchmark.

Key details:

• Asset Size: ₹2989.59 Cr

• Expense Ratio: 0.40%

• Cash Holding: 20.62%

• Plan Type: Dividend

• Benchmark: NIFTY Low Duration Debt Idx A-I TR INR

• Launch Date: 1999-07-12

• Exit Load: 0.00

These factors help investors evaluate cost, scale, and fund positioning before making an investment decision.

UTI Low Duration RegAnnaulDivOptIDCWRDis Returns and Performance

UTI Low Duration RegAnnaulDivOptIDCWRDis has delivered returns across multiple timeframes, reflecting its ability to perform across different market conditions.

Returns:

• 1 Month: 0.17%

• 3 Months: 1.08%

• 6 Months: 2.64%

• 1 Year: 8.20%

• 3 Years: 0.30%

• 5 Years: 0.56%

Short-term returns indicate recent momentum, while long-term returns show consistency and wealth creation ability.

UTI Low Duration RegAnnaulDivOptIDCWRDis Risk Level and Volatility

Understanding risk is important before investing. UTI Low Duration RegAnnaulDivOptIDCWRDis falls under: For investors in the 20–40 age group, selecting a fund with the right risk level is important based on financial goals, investment horizon, and comfort with market movements.

Risk Level: Moderate Risk

The riskometer helps investors understand how stable or volatile the fund can be based on its investment strategy and asset allocation. Funds with higher risk levels may offer better return potential over time, but they can also experience sharper short-term fluctuations. This classification reflects the volatility associated with the fund. Higher risk funds may offer higher returns but come with greater fluctuations.

UTI Low Duration RegAnnaulDivOptIDCWRDis Portfolio Allocation

The asset allocation of UTI Low Duration RegAnnaulDivOptIDCWRDis shows how investments are distributed across asset classes.

• Equity Allocation: -

• Cash Allocation: 20.62%

This allocation plays a key role in determining the fund’s risk and return profile.

UTI Low Duration RegAnnaulDivOptIDCWRDis Sector Allocation

UTI Low Duration RegAnnaulDivOptIDCWRDis diversifies its investments across sectors to reduce risk.

Sector Holding Detail

-

Sector allocation data helps investors understand which industries the fund is focusing on.

UTI Low Duration RegAnnaulDivOptIDCWRDis Fund House

UTI Low Duration RegAnnaulDivOptIDCWRDis is managed by:

AMC Name: UTI Asset Management Co Ltd

A strong fund house with a proven track record can improve investor confidence.

UTI Low Duration RegAnnaulDivOptIDCWRDis Minimum Investment

Investors can start investing in UTI Low Duration RegAnnaulDivOptIDCWRDis with:

Minimum Investment: ₹20,000

This makes the fund accessible for both beginners and experienced investors.