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: 0.83% As on (31-12-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 3,181.38 Cr As on 31-12-2025(Source:AMFI) |
| Turn over: - | Exit Load: Nil |
32.613
0 (3.0E-4%)
6.62%
Benchmark: 8.15%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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 | 7.02 |
| Average Maturity | 3.3 |
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 | 6.71 | 7.12 | 7.17 | 6.94 | 6.16 |
| ICICI Prudential Short Term Fund - Growth Option | 01-10-2001 | 7.41 | 7.51 | 7.56 | 6.4 | 7.41 |
| Axis Short Duration Fund - Retail Plan - Growth Option | 05-03-2010 | 7.35 | 7.53 | 7.36 | 6.05 | 7.1 |
| Axis Short Duration Fund - Regular Plan - Growth Option | 22-01-2010 | 7.35 | 7.54 | 7.38 | 6.06 | 7.1 |
| Nippon India Short Duration Fund-Growth Plan | 01-12-2002 | 7.2 | 7.47 | 7.35 | 6.15 | 6.92 |
| HDFC Short Term Debt Fund - Growth Option | 05-06-2010 | 7.15 | 7.58 | 7.55 | 6.23 | 7.33 |
| SBI Short Term Debt Fund - Regular Plan -Growth | 05-07-2007 | 7.05 | 7.31 | 7.17 | 5.82 | 6.85 |
| SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | 27-07-2007 | 7.05 | 7.31 | 7.17 | 5.82 | 6.85 |
| Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | 09-05-2003 | 6.97 | 7.3 | 7.28 | 6.18 | 7.27 |
| HSBC Short Duration Fund - Regular Growth | 01-01-2013 | 6.96 | 7.16 | 7.04 | 5.63 | 6.67 |
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%
Scheme Documents
There are no scheme documents available
