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 Ultra Short Duration Fund BI Index
TER: 0.84% As on (31-05-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 2,565.29 Cr As on (30-06-2024)
Turn over: - | Exit Load: Nil

29.3827

6.58%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
S&P BSE India Bond Index
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 fund seeks to generate steady and reasonable income, with low risk and high level of liquidity from, a portfolio of money market securities and high quality debt with maturity upto 4 yrs.

Current Asset Allocation (%)

Indicators

Standard Deviation 2.58
Sharpe Ratio 0.59
Alpha 2.36
Beta 0.42
Yield to Maturity 7.5
Average Maturity 3.2

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 7.1 6.96 7.17 7.56 6.45
HDFC Short Term Debt Fund - Growth Option 05-06-2010 7.46 7.18 5.7 6.83 7.58
ICICI Prudential Short Term Fund - Growth Option 01-10-2001 7.37 7.49 6.1 6.95 7.65
BANDHAN Bond Fund - Short Term - Regular Plan - Growth 14-12-2000 7.16 6.72 5.19 6.18 7.06
Nippon India Short Term Fund-Growth Plan 10-12-2002 7.06 6.77 5.38 6.42 7.17
Invesco India Short Duration Fund - Growth 24-03-2007 7.06 6.38 4.82 5.74 6.6
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan 09-05-2003 7.04 6.87 5.7 6.64 7.57
Invesco India Short Duration Fund - Plan B - Growth 24-03-2007 7.03 6.37 4.81 5.74 6.6
Axis Short Term Fund - Regular Plan - Growth Option 22-01-2010 7.01 6.8 5.5 6.47 7.27
Axis Short Term Fund - Retail Plan - Growth Option 05-03-2010 6.97 6.78 5.48 6.46 7.27

Scheme Characteristics

Investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 1 year - 3 years.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

76.92%

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