Scheme Overview
UTI Short Duration Fund - Regular Plan - Growth Option
| 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 ( 30-04-2025) |
| Status: Open Ended |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 2,821.8 Cr As on ( 30-05-2025) |
| Turn over: |
31.753
-0.02 ( -0.051% )
6.7%
CRISIL Short Duration Debt A-II Index8.31%
PERFORMANCE of UTI Short Duration Fund - Regular Plan - Growth Option
Scheme Performance (%) Data as on - 13-06-2025
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| UTI Short Duration Fund - Regular Plan - Growth Option | 8.99 | 7.56 | 7.3 | 6.46 | 6.7 |
| Benchmark | - | - | - | - | - |
| Debt: Short Duration | 9.06 | 7.48 | 6.33 | 6.87 | 7.02 |
Yearly Performance (%)
Fund Managers
Mr. Anurag Mittal FM 1,Not Applicable FM 2,Not Applicable FM 3,Not Applicable FM 4
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.
RETURNS CALCULATOR for UTI Short Duration Fund - Regular Plan - Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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.
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 | 6.69 | 3.65 |
| Debt: Short Duration | - | - | - | - | - | - |
PEER COMPARISION of UTI Short Duration Fund - Regular Plan - Growth Option
| 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 | 8.99 | 7.95 | 7.56 | 7.3 | 6.46 |
| BANK OF INDIA Short Term Income Fund-Regular Plan- Growth | 18-12-2008 | 10.22 | 8.05 | 9.88 | 10.22 | 5.83 |
| Nippon India Short Term Fund-Growth Plan | 01-12-2002 | 9.49 | 8.12 | 7.64 | 6.47 | 7.16 |
| Axis Short Duration Fund - Regular Plan - Growth Option | 22-01-2010 | 9.44 | 8.06 | 7.65 | 6.38 | 7.31 |
| Axis Short Duration Fund - Retail Plan - Growth Option | 05-03-2010 | 9.44 | 8.04 | 7.63 | 6.37 | 7.31 |
| HDFC Short Term Debt Fund - Growth Option | 05-06-2010 | 9.34 | 8.28 | 7.89 | 6.71 | 7.55 |
| BANDHAN Bond Fund - Short Term - Regular Plan - Growth | 14-12-2000 | 9.32 | 8.01 | 7.74 | 6.06 | 7.07 |
| SBI Short Term Debt Fund - Regular Plan -Growth | 05-07-2007 | 9.19 | 7.9 | 7.45 | 6.0 | 7.09 |
| SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | 27-07-2007 | 9.19 | 7.9 | 7.45 | 6.01 | 7.09 |
| HSBC Short Duration Fund - Regular Growth | 01-01-2013 | 9.17 | 7.82 | 7.32 | 5.73 | 6.91 |
