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UTI Ultra Short Duration Fund - Regular Plan - Weekly IDCW (Reinvestment)

UTI · Ultra Short Duration
Low
₹1419.60
Current NAV
25 Jun 2026
12.7%
1Y Return
23.7%
3Y CAGR
13.7%
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: 1.97).
  • Well-diversified portfolio aligned with the Ultra Short Duration mandate.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
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
1.97
Sharpe Ratio
0.67
Beta
0.47
Alpha
2.70
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Fund Details
Fund House UTI
Category Ultra Short Duration
AUM ₹6020 Cr
Expense Ratio 1.47%
Min SIP ₹500
Min Lumpsum ₹1000
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