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UTI Short Duration Fund - Regular Plan - Annual IDCW

UTI · Short Duration
Moderate
₹14.97
Current NAV
06 Nov 2026
4.3%
1Y Return
6.7%
3Y CAGR
5.3%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.86%.
  • Generates significant excess returns relative to benchmark index (Alpha: 3.06).
  • Well-diversified portfolio aligned with the Short Duration mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.56
Sharpe Ratio
0.46
Beta
3.06
Alpha
0.65
Sortino
Fund Details
Fund House UTI
Category Short Duration
AUM ₹7610 Cr
Expense Ratio 0.86%
Min SIP ₹500
Min Lumpsum ₹1000
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