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UTI Short Duration Fund - Regular Plan - Monthly IDCW

UTI · Short Duration
Moderate
₹11.99
Current NAV
25 Jun 2026
28.7%
1Y Return
18.7%
3Y CAGR
18.7%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.47).
  • Very large asset base (AUM: ₹15,520 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (2.27%) which can affect compounding over long horizons.
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
1.47
Sharpe Ratio
1.07
Beta
0.47
Alpha
1.72
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Fund Details
Fund House UTI
Category Short Duration
AUM ₹15520 Cr
Expense Ratio 2.27%
Min SIP ₹500
Min Lumpsum ₹1000
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