UTI Short Duration Fund - Regular Plan - Growth Option
Fund House: UTI Mutual Fund| Category: Debt: Short Duration |
| Launch Date: 28-08-2007 |
| Asset Class: Fixed Income |
| Benchmark: CRISIL Short Duration Debt A-II Index |
| TER: 0.9% As on (30-04-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 2,696.92 Cr As on 30-04-2026(Source:AMFI) |
| Turn over: 0.61% | Exit Load: Nil |
33.1754
0.06 (0.17%)
6.59%
Benchmark: 7.9%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 3 YEAR SDL
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
9 Years 7 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The investment objective of the scheme is to generate reasonable income, with low risk and high level of liquidity from a portfolio of debt &money market instruments. However there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | 7.6 |
| Average Maturity | 3.39 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| UTI Short Duration Fund - Regular Plan - Growth Option | 28-08-2007 | 4.13 | 6.79 | 6.81 | 6.9 | 6.05 |
Scheme Characteristics
Investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 1 year - 3 years.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
100.0%
