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UTI Ultra Short Duration Fund - Discontinued - INSTN PLAN - PERIODIC DIVIDEND OPTION

UTI · Ultra Short Duration
Low
₹1003.56
Current NAV
25 Feb 2021
27.5%
1Y Return
10.5%
3Y CAGR
17.5%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.95%.
  • Very large asset base (AUM: ₹15,200 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
0.65
Sharpe Ratio
0.55
Beta
1.15
Alpha
0.81
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Fund Details
Fund House UTI
Category Ultra Short Duration
AUM ₹15200 Cr
Expense Ratio 0.95%
Min SIP ₹500
Min Lumpsum ₹1000
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