UTI Short Duration Fund - Regular Plan - Growth Option

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Category: Debt: Short Duration
Launch Date: 28-08-2007
Asset Class: Fixed Income
Benchmark: CRISIL Short Duration Debt A-II Index
Expense Ratio: 0.84% As on (30-11-2024)

Status: Open Ended Schemes for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 263.92 Cr As on (29-11-2024)
Turn over:

NAV as on 20-12-2024

30.3098

0.01 (0.0198%)

CAGR Since Inception

6.61%

CRISIL Short Duration Debt A-II Index 8.32%

PERFORMANCE of UTI Short Duration Fund - Regular Plan - Growth Option

Scheme Performance (%) Data as on - 20-12-2024

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
UTI Short Duration Fund - Regular Plan - Growth Option	7.84	6.12	7.44	6.33	6.61
Benchmark	-	-	-	-	-
Debt: Short Duration	7.69	6.05	6.21	6.75	6.84

Yearly Performance (%)

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Fund Managers

Sudhir Agrawal

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.

RETURNS CALCULATOR for UTI Short Duration Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Riskometer

Key Performance and Risk Statistics of UTI Short Duration Fund - Regular Plan - Growth Option

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
UTI Short Duration Fund - Regular Plan - Growth Option	2.58	0.59	2.36	0.42	7.53	3.68
Debt: Short Duration	-	-	-	-	-	-

PEER COMPARISION of UTI Short Duration Fund - Regular Plan - Growth Option

Compare SIP Compare Lumpsum

Period

Data as on - 20-12-2024

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
UTI Short Duration Fund - Regular Plan - Growth Option	28-08-2007	7.84	7.35	6.12	7.44	6.33
BANK OF INDIA Short Term Income Fund-Regular Plan- Growth	18-12-2008	9.04	7.43	13.57	8.38	5.75
HDFC Short Term Debt Fund - Growth Option	05-06-2010	8.27	7.67	6.22	6.72	7.48
Axis Short Term Fund - Regular Plan - Growth Option	22-01-2010	7.99	7.34	6.09	6.38	7.17
Nippon India Short Term Fund-Growth Plan	10-12-2002	7.97	7.34	5.91	6.33	7.03
Axis Short Term Fund - Retail Plan - Growth Option	05-03-2010	7.96	7.31	6.08	6.37	7.17
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan	09-05-2003	7.89	7.34	6.24	6.73	7.4
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units	01-01-2013	7.89	7.32	0.0	0.0	0.0
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	01-01-2013	7.89	7.32	6.01	7.58	6.26
Invesco India Short Duration Fund - Growth	24-03-2007	7.87	7.0	5.46	5.7	6.48

PORTFOLIO ANALYSIS of UTI Short Duration Fund - Regular Plan - Growth Option

Asset Allocation (%)