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UTI Ultra Short Duration Fund - Regular Plan - Flexi IDCW

UTI · Ultra Short Duration
Low
₹1731.66
Current NAV
25 Jun 2026
18.1%
1Y Return
19.1%
3Y CAGR
19.1%
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: 1.51).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.01).
Cons / Risks
  • Higher expense ratio (2.21%) 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: Low Risk
Low Moderate High Very High
Risk Metrics
1.51
Sharpe Ratio
1.41
Beta
2.01
Alpha
1.83
Sortino
Fund Details
Fund House UTI
Category Ultra Short Duration
AUM ₹2060 Cr
Expense Ratio 2.21%
Min SIP ₹500
Min Lumpsum ₹1000
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