UTI - Short Term Income Fund - Regular Plan - Growth Option

2
Short Duration NAV 27.6857 0 27 September, 2023

Fund Details

Category Short Duration
Fund Type Open Ended
Investment Plan Growth
Launch Date 28 August, 2007
Benchmark CRISIL Short-Term Bond
Asset Size(Cr) 2398.3697
Turn over 270%
Min Investment ₹ 500
Min SIP Investment ₹ 500
Min Addl Investment ₹ 500
Exit Load Nil
Expense Ratio 0.96
Fund Manager Sudhir Agrawal
Fund House UTI Mutual Fund

Investment Returns (As on 27 Sep, 2023)

Duration Returns Benchmark Category
1 W 0.19% 0.33% 0.18%
1 M 0.97% 1.68% 0.99%
3 M 1.97% 2.58% 1.99%
6 M 3.68% 5.48% 3.81%
1 Y 5.44% 7.16% 5.37%
2 Y 6.93% 5.04% 5.14%
3 Y 7.45% 5.69% 6.07%
5 Y 5.02% 8.07% 6.01%

Risk Mesasures (As on 27 Sep, 2023)

Std Dev Sharpe Beta Alpha YTM AVG Maturity
Fund 2.92 1.12 4.69 1 7.7 2.25
Benchmark 0 0 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings
Others 19.44%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
UTI - Short Term Income Fund - Regular Plan - Growth Option 5.44% 7.45% 5.02%
Axis Short Term Fund - Regular Plan - Growth Option 5.56% 5.82% 6.89%

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