Ultra Short Durationregulargrowth
UTI Ultra Short Duration Fund - Regular Plan - Growth Option
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week+0.18%
1 Month+0.37%
3 Months+1.24%
6 Months+2.60%
1 Year+6.00%
3 Years (CAGR)+6.71%
5 Years (CAGR)+6.26%
10 Years (CAGR)+6.08%
Since Inception (Apr 2006)+34.70%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+5.55%
3 Year SIP+6.48%
5 Year SIP+6.40%
Since Inception (Apr 2006)+11.61%
Fund Details
Fund HouseUTI Mutual Fund
CategoryUltra Short Duration
Plan Typeregular
Optiongrowth
AUM₹3,946 Cr
Expense Ratio0.99%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date01 Apr 2006
AMFI Code102532
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
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Investment Objective
UTI Ultra Short Duration Fund - Regular Plan - Growth Option by UTI 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
UTI Ultra Short Duration Fund - Regular Plan - Growth Option is a Ultra Short Duration mutual fund offered by UTI Mutual Fund. The fund has been operational for over 20 years. It manages assets worth ₹3,946 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 0.99%.
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