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

UTI · Ultra Short Duration
Low
₹1015.46
Current NAV
25 Jun 2026
25.0%
1Y Return
10.0%
3Y CAGR
15.0%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Generates significant excess returns relative to benchmark index (Alpha: 4.10).
  • Very large asset base (AUM: ₹23,650 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
0.60
Sharpe Ratio
1.10
Beta
4.10
Alpha
0.72
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Fund Details
Fund House UTI
Category Ultra Short Duration
AUM ₹23650 Cr
Expense Ratio 1.50%
Min SIP ₹500
Min Lumpsum ₹1000
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