Home› Funds› UTI Short Duration Fund - Regular Plan - Half-Year

UTI Short Duration Fund - Regular Plan - Half-Yearly IDCW

UTI · Short Duration
Moderate
₹14.50
Current NAV
06 Nov 2026
4.3%
1Y Return
6.7%
3Y CAGR
5.2%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.22).
  • Very large asset base (AUM: ₹16,270 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Short Duration mandate.
Cons / Risks
  • 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
1.22
Sharpe Ratio
1.12
Beta
-2.28
Alpha
1.49
Sortino
Fund Details
Fund House UTI
Category Short Duration
AUM ₹16270 Cr
Expense Ratio 1.12%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Short Duration
Franklin India Short Term Income Plan - Retail Plan - Direct - Monthly - IDCW
₹4281.41 192.1%
Franklin India Short Term Income Plan - Retail Plan - Direct - Quarterly - IDCW
₹4460.04 192.1%
Franklin India Short Term Income Plan - Retail Plan - Direct - Weekly - IDCW
₹3622.98 192.1%
Franklin India Short Term Income Plan - Retail Plan - Monthly - IDCW
₹4197.15 192.1%