- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
UTI Short Duration Fund vs UTI Short Duration Fund compare
UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
UTI Short Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option | UTI Short Duration Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹3374 Cr | ₹3374 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 26 Jun 2003 | 19 Sep 2007 |
| Category | Short Duration | Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Short Duration Fund AII Index | CRISIL Ultra Short Duration Fund BI Index |
| Turn Over | 126.45% | 270% |
| Expense Ratio | 0.84 | 0.84 |
| Manager | Sudhir Agrawal | Sudhir Agrawal |
| ISIN Code | INF789F01AJ9 | INF789F01QA4 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.1% | 0.1% |
| 6 Month | 2.29% | 2.29% |
| 1 Year | 7.27% | 7.27% |
| 3 Year | 7.12% | 7.36% |
| 5 Year | 6.56% | 6.84% |
SIP Return Analysis
| Scheme Name | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.14% | 1.14% |
| 1 Year | 6.26% | 6.26% |
| 3 Year | 7.21% | 7.38% |
| 5 Year | 6.91% | 7.13% |
Rolling Lumpsum Returns
| Scheme Name | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.58% | 7.78% |
| 3 Year | 7.42% | 7.47% |
| 5 Year | 7.61% | 7.26% |
Risk Management
| Scheme Name | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.89% | 2.58% |
| Sharp | 0.60% | 0.59% |
| Beta | 1.24% | 0.42% |
| Alpha | -0.67% | 2.36% |
Fund Managers
| Scheme Name | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Sudhir Agrawal | Sudhir Agrawal |
| Total AUM | ₹7736 Cr | ₹7736 Cr |
| Funds Managed | 6 | 6 |
| UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option | UTI Short Duration Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
3Y Returns21.5%
Axis Nifty 100 Index Fund - Regular Plan - Growth Option
3Y Returns12.68%
Tata Multi Asset Allocation Fund-Regular Plan-Growth
3Y Returns15.02%
Mirae Asset Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
BANDHAN Arbitrage Fund - Regular Plan - Growth
3Y Returns6.97%
Mirae Asset Arbitrage Fund Regular Growth
3Y Returns6.91%
Tata Floating Rate Fund-Regular Plan-Growth
3Y Returns7.45%
UTI - Floater Fund - Regular Plan - Growth Option
3Y Returns6.94%
