Question 1

Which funds are similar to UTI Long Duration Fund Direct-Growth?

Accepted Answer

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.

Question 2

What is the rank of UTI Long Duration Fund Direct-Growth in its category?

Accepted Answer

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.

Question 3

How does UTI Long Duration Fund Direct-Growth's expense ratio compare to similar funds?

Accepted Answer

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.

Question 4

How does UTI Long Duration Fund Direct-Growth's AUM compare to similar funds?

Accepted Answer

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.

Question 5

Which fund has the best 3-year returns in the Debt: Long Duration?

Accepted Answer

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.

Question 6

How does UTI Long Duration Fund Direct-Growth rank in risk-adjusted returns vs peers?

Accepted Answer

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.

Period	This Fund	Category Avg	Category Rank
1Y Return	+1.62%	2.61%	11 / 11
3Y Return	+6.07%	6.71%	7 / 7
5Y Return	—	6.32%	—
10Y Return	—	7.30%	—

UTI Long Duration Fund Direct-Growth

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