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Ultra Short Duration📊 NIFTY Ultra Short Duration Debt Index(SEBI default)

ITI Ultra Short Duration Fund · Regular · Growth

ITI Mutual Fund

#24 of 26 (1Y)

NAV

₹1302.5124

as of 17 Jun 2026

Expense Ratio

0.92%

AUM

₹199 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+5.48%
3Y
+6.25%
5Y
+5.36%
Since Inception
+5.30%

SIP returns (XIRR)

1Y
+5.60%
3Y
+6.09%
5Y
+5.94%
Since Inception
+5.91%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹30,500

Invested

₹35,389

Value today

5.9%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹1,300

Value today

5.3%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹3,05,000

Withdrawn

₹9,46,590

Corpus left

+₹2,51,590 net gain — withdrew ₹3,05,000 AND corpus grew

Plan your SWP with real NAV

₹1 lakh on the worst crash day — 03 Jun 2024

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹1,12,748

Value today

1.1×

Multiple

Staying invested through that crash turned ₹1L into ₹1,12,748 — a 1.1× return

Read: Staying invested through crashes

Risk Metrics

Trailing 1 year, annualised

-0.50

Sharpe Ratio

Alpha

Beta

-0.66

Sortino

0.34%

Std Dev

-0.04%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseITI Mutual Fund
CategoryUltra Short Duration
BenchmarkNIFTY Ultra Short Duration Debt Index
Launch Date05 May 2021
AMFI Code148906
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹500
Exit LoadNIL

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

ITI Ultra Short Duration Fund · Regular · Growth by ITI Mutual Fund is a Ultra Short Duration fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Ultra Short Duration category.

About This Fund

ITI Ultra Short Duration Fund · Regular · Growth is a Ultra Short Duration mutual fund offered by ITI Mutual Fund. The fund has been operational for over 5 years. It manages assets worth ₹199 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Ultra Short Duration Debt Index. The current expense ratio is 0.92%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations