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UTI Long Duration Fund
Fund Overview
| AUM (Fund size) | ₹98 Cr |
| Exit load | 0% |
| Lock-in Period | Nil |
| Age | 2 yrs 8 m since Mar 06, 2023 |
| Benchmark | NIFTY Long Duration Debt Index A-III |
| Min. investment | SIP: ₹3000 & Lumpsum: ₹10000 |
| Expense ratio | 1.52% as on Oct 31, 2025 |
| Plan type | Regular |
| Risk | Moderate |
| Tax on your gains | Profits are added to your income and taxed as per your slab rate |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| UTI Long Duration Fund | -1.05% | -3.81% | 1.67% | N.A. | N.A. | N.A. |
| Nippon India Nivesh Lakshya Long Duration Fund | -0.34% | -1.8% | 4.94% | 7.59% | 5.48% | 6.04% |
| ICICI Prudential Long Term Bond Fund | -0.69% | -1.26% | 5.58% | 7.2% | 4.64% | 7.13% |
| Aditya Birla Sun Life Long Duration Fund | -0.13% | -1.4% | 5.25% | 7.43% | 5.06% | 2.5% |
| SBI Long Duration Fund | -0.46% | -2.24% | 3.62% | 7.22% | 4.27% | 2.11% |
| HDFC Long Duration Debt Fund | -1.02% | -2.94% | 3.1% | 6.63% | 3.93% | 1.95% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| UTI Long Duration Fund | N.A. | N.A. | N.A. | N.A. |
| Nippon India Nivesh Lakshya Long Duration Fund | 3.84 | 6.30 | 0.42 | 0.52 |
| ICICI Prudential Long Term Bond Fund | 3.14 | 6.36 | 0.43 | 0.55 |
| Aditya Birla Sun Life Long Duration Fund | 3.46 | 7.21 | 0.44 | 0.61 |
| SBI Long Duration Fund | N.A. | N.A. | N.A. | N.A. |
| HDFC Long Duration Debt Fund | N.A. | N.A. | N.A. | N.A. |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| UTI Long Duration Fund | 98 Cr | 2 yrs 8 m | 1.52% |
| Nippon India Nivesh Lakshya Long Duration Fund | 9,563 Cr | 7 yrs 5 m | 0.64% |
| ICICI Prudential Long Term Bond Fund | 1,087 Cr | 27 yrs 5 m | 0.95% |
| Aditya Birla Sun Life Long Duration Fund | 159 Cr | 3 yrs 4 m | 1.09% |
| SBI Long Duration Fund | 2,381 Cr | 2 yrs 11 m | 0.64% |
| HDFC Long Duration Debt Fund | 5,297 Cr | 2 yrs 10 m | 0.65% |