Which funds are similar to UTI Low Duration Fund Direct-Growth?
Funds similar to UTI Low Duration Fund Direct-Growth in the Debt: Low Duration category include ICICI Prudential Savings Fund Direct Plan-Growth, HDFC Low Duration Fund Direct-Growth, and SBI Low 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 Low Duration Fund Direct-Growth in its category?
On a 3-year return basis UTI Low Duration Fund Direct-Growth is ranked 16 out of 20 funds in the Debt: Low Duration category as of 16 Jul 2026. On a 5-year return basis it ranks 2 out of 20. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does UTI Low Duration Fund Direct-Growth's expense ratio compare to similar funds?
UTI Low Duration Fund Direct-Growth has an expense ratio of 0.33%. The peers ICICI Prudential Savings Fund Direct Plan-Growth has an expense ratio of 0.42% and HDFC Low Duration Fund Direct-Growth has 0.46%. 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 Low Duration Fund Direct-Growth's AUM compare to similar funds?
UTI Low Duration Fund Direct-Growth has an AUM of ₹2,459.68 crore. The peers ICICI Prudential Savings Fund Direct Plan-Growth has an AUM of ₹22,339.1 crore and HDFC Low Duration Fund Direct-Growth has ₹18,242.4 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: Low Duration?
The top performing fund in the Debt: Low Duration category on a 3-year basis is HSBC Low Duration Fund Direct-Growth with a CAGR of 7.94% as of 16 Jul 2026. UTI Low Duration Fund Direct-Growth has delivered 7.26% CAGR over the same period, ranking 16 out of 20 funds. You can view and compare the full category ranking on sharpely.
How does UTI Low Duration Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, UTI Low Duration Fund Direct-Growth has a Sharpe ratio of 2.08 compared to the Debt: Low Duration average of 2.19 as of 16 Jul 2026. It ranks 15 out of 20 funds in its category on Sharpe ratio.
