• 1 Year Returns: 3.97%
• 3 Year Returns: 4.59%
• 5 Year Returns: 4.78%

• Investment Banking & Brokerage | 21.23%
• Public Banks | 16.16%
• Specialized Finance | 11.48%
• Home Financing | 11.23%
• Consumer Finance | 8.75%

• NCD NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT | 8.16%
• 364 DAYS T-BILL - 10/12/2026 | 7.94%
• NCD REC LTD | 5.71%
• NET CURRENT ASSETS | 4.92%
• NCD EMBASSY OFFICE PARKS REIT | 4.88%

• Corporate Debt | 72.71%
• Treasury Bills | 7.94%
• Certificate of Deposit | 7.81%
• Cash & Equivalents | 4.92%
• Commercial Paper | 3.88%

The alpha ratio for the UTI Low Duration Fund-Reg(Q-IDCW) is 0.65

Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

The volatility or standard deviation for the UTI Low Duration Fund-Reg(Q-IDCW) is 0.55

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the UTI Low Duration Fund-Reg(Q-IDCW) is 2.92

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the UTI Low Duration Fund-Reg(Q-IDCW) is 0.38

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.