Which funds are similar to UTI Long Duration Fund Direct-Growth?
Funds similar to UTI Long Duration Fund Direct-Growth in the Debt: Long Duration category include Nippon India Nivesh Lakshya Long Duration Fund Direct-Growth, HDFC Long Duration Debt Fund Direct-Growth, and SBI Long Duration Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of UTI Long Duration Fund Direct-Growth in its category?
On a 3-year return basis UTI Long Duration Fund Direct-Growth is ranked 7 out of 7 funds in the Debt: Long Duration category as of 16 Jul 2026. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does UTI Long Duration Fund Direct-Growth's expense ratio compare to similar funds?
UTI Long Duration Fund Direct-Growth has an expense ratio of 0.78%. The peers Nippon India Nivesh Lakshya Long Duration Fund Direct-Growth has an expense ratio of 0.33% and HDFC Long Duration Debt Fund Direct-Growth has 0.28%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does UTI Long Duration Fund Direct-Growth's AUM compare to similar funds?
UTI Long Duration Fund Direct-Growth has an AUM of ₹67.29 crore. The peers Nippon India Nivesh Lakshya Long Duration Fund Direct-Growth has an AUM of ₹6,565.6 crore and HDFC Long Duration Debt Fund Direct-Growth has ₹3,118.65 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Debt: Long Duration?
The top performing fund in the Debt: Long Duration category on a 3-year basis is Aditya Birla Sun Life Long Duration Fund Direct-Growth with a CAGR of 7.08% as of 16 Jul 2026. UTI Long Duration Fund Direct-Growth has delivered 6.07% CAGR over the same period, ranking 7 out of 7 funds. You can view and compare the full category ranking on sharpely.
How does UTI Long Duration Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, UTI Long Duration Fund Direct-Growth has a Sharpe ratio of 0.09 compared to the Debt: Long Duration average of 0.24 as of 16 Jul 2026. It ranks 7 out of 7 funds in its category on Sharpe ratio.
