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UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
★★★★★ monitor_heart Health Score: 66/100 · GoodUTI Mutual Fund · Debt · Short Duration Fund
₹47.24
AUM: ₹3,996 Cr
NAV updated 12 days ago
Plan
Regular
Option
Growth
Risk
Moderate
Expense Ratio
0.35%
Exit Load
Nil
Fund Manager
Sudhir Agrawal, Ritesh Nambiar
Inception
Jan 2013
Benchmark
NIFTY Ultra Short Duration Debt Index A-I
Sharpe Ratio
-1.03
Std Dev (1Y)
1.09%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.83%
3m
+1.98%
6m
+2.91%
1y
+5.1%
3y
+6.85%
5y
+6.85%
10y
+5.7%
since inception
+7.23%
rate_review TopFund's Take on UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option holds up reasonably well within the Short Duration Fund category, currently carrying a 3-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 66/100.
Cost: At 0.35%, the expense ratio is roughly in line with the Short Duration Fund category average of 0.35% — cost isn't a standout factor either way for this fund.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -1.03 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 1.09% is on the lower side, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Debt fund.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
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Frequently Asked Questions about UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
The current NAV (Net Asset Value) of UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option is ₹47.24. NAV is updated every business day after market close by AMFI.
1Y: 5.1% · 3Y CAGR: 6.85% · 5Y CAGR: 6.85%
The expense ratio is 0.35% per annum — the annual fee deducted from your investment to cover fund management costs.
UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option is managed by Sudhir Agrawal, Ritesh Nambiar at UTI Mutual Fund.
UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option is a Moderate risk fund. Suitable for investors with a moderate risk appetite.
UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option is a Short Duration Fund fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option is ₹3,997 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.