- Mutual Funds
- UTI Mutual Fund
- UTI Short Duration Fund (RIDCW-A)
UTI Short Duration Fund (RIDCW-A)
₹ 13.1397
NAV (Sep 06)
Short Term funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.
Short Term Funds invest in debt and money market instruments such that the duration of the portfolio is between 1 to 3 years.This exposes them to higher variations when interest rates change.
The category is one of the largest categories within the Debt Segment (9% of the total assets).
We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher credit risk and higher interest rate risk.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 13.1397
NAV (Sep 6)
Fund Returns
Last 1Y | 7.7% |
Last 3Y | 7.3% |
Last 5Y | 7.5% |
Last 10Y | 6.5% |
Since Inception | 7.4% |
6 Month CAGR | 3.8% |
Scheme Information
The scheme seeks to generate reasonable income, with low risk and high level of liquidity from a portfolio of debt & money market instruments.
Expense Ratio | 0.84 |
Launched (0y ago) | 0.84 |
AUM in Crores | 2884.4 |
ISIN | INF789FA1R09 |
Lock-in | |
Benchmark | CRISIL Short Duration Debt A-II Index |
SIP Minimum | 1000 |
Lumpsum Min. | 20000 |
Standard Deviation (3yr) | |
Standard Deviation | 2.6 |
Beta | 0.4 |
Sharpe Ratio | 0.6 |
YTM |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| UTI Short Duration Fund (RIDCW-A) | 8,77,992 | 1,45,380 | 7.5% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Debt Holdings
GOI
8.6%National Bank For Agriculture & Rural Development
8.2%GOI
8%National Housing Bank
7.7%Small Industries Devp. Bank of India Ltd.
7.3%Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 4,457 cr | ||
₹ 9,577 cr | ||
₹ 8,093 cr | ||
₹ 15,209 cr | ||
₹ 4,566 cr |
About the AMC
UTI Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.246% | 7.257% | ||
5.924% | 6.801% | ||
5.979% | 6.856% | ||
18.128% | 15.377% | ||
22.928% | 14.261% |
UTI Short Duration Fund (RIDCW-A) Review
UTI Short Duration Fund (RIDCW-A) is a Debt Debt fund and has delivered an annualised return of 7.374% over a period of 54 years. The fund is managed by UTI Mutual Fund. The fund manager’s name is [object Object].
Nav of UTI Short Duration Fund (RIDCW-A) as of 9/6/2024 is ₹13.14 with the total AUM as of 9/7/2024 is ₹2884.385. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Short Duration Fund (RIDCW-A) was launched on null. The category risk of the fund is Low.
The minimum SIP amount for UTI Short Duration Fund (RIDCW-A) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹20000. Check your estimated returns on mutual funds by using sip calculator.
UTI Short Duration Fund (RIDCW-A) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Short Duration Debt A-II Index.
UTI Short Duration Fund (RIDCW-A) is rated as a 1 fund in Debt and delivered 7.721% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Short Duration Fund (RIDCW-A).
Frequently Asked Questions
What is UTI Short Duration Fund (RIDCW-A)?
How to invest in UTI Short Duration Fund (RIDCW-A)?
You can invest in UTI Short Duration Fund (RIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of UTI Short Duration Fund (RIDCW-A)?
The minimum sip amount for UTI Short Duration Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹20000.
Is UTI Short Duration Fund (RIDCW-A) good to invest in?
As per Scripbox experts, UTI Short Duration Fund (RIDCW-A) is a 1 fund. You can investUTI Short Duration Fund (RIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the UTI Short Duration Fund (RIDCW-A)?
The expense ratio of the UTI Short Duration Fund (RIDCW-A) is 0.84% for regular plan.