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  • UTI Mutual Fund
  • UTI Short Duration Fund (Growth)

Formerly UTI S/T Income Reg Gr

UTI Mutual Fund

UTI Short Duration Fund (Growth)

DebtShort Term

28.809

NAV (Apr 16)

7%
3 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in short term mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Rolling Returns

Category Leader

The fund has been a Category Leader on the Rolling Returns metric

Scripbox Recommended Debt Funds
Want the Debt funds that are right for your short term investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

28.809

NAV (Apr 16)

Fund Returns

Last 1Y
7.2%
Last 3Y
7%
Last 5Y
5%
Last 10Y
6.6%
Since Inception
6.6%
6 Month CAGR
4%

Scheme Information

Investment Objective

The investment objective of the scheme is to generate reasonable income,with low risk and high level of liquidity from a portfolio of debt & money market instruments. However there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.

Expense Ratio
0.84
Launched (17y ago)
Sep 19, 2007
AUM in Crores
2689.143
ISIN
INF789F01QA4
Lock-in
No Lock-in
Benchmark
CRISIL Short Duration Debt A-II TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
2.6
Standard Deviation (5yr)
5.8
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0.601
Sharpe Ratio (5yr)
0.007
YTM
7.51
Fund Managers

Sudhir Agarwal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
UTI Short Duration Fund (Growth)70%8,25,950 93,3385%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-04-16

Top Debt Holdings

182 Days Treasury Bill 29-08-2024

12.7%
12.7%

7.37% govt stock 2028

8.5%
8.5%

lic housing finance limited

8.4%
8.4%

national bank for agriculture and rural development

8.4%
8.4%

power finance corporation ltd.

7.5%
7.5%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)

₹ 4,923 cr

₹ 10,293 cr

₹ 35,428 cr

₹ 13,848 cr

₹ 13,895 cr

amc-img

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 208,166 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 74 equity,579 debt and 34 hybrid funds.amc-img
phone-img022-62278000
Fund NameScripbox Opinion
Till Date CAGR

5.5%

6.9%

5.8%

7.3%

5.5%

6.8%

15.8%

11.9%

18.8%

15.2%

UTI Short Duration Fund (G) Review

UTI Short Duration Fund (G) is a Short Term Debt fund and has delivered an annualised return of 6.6% over a period of 16 years. The fund was previously known as UTI S/T Income Reg Gr. The fund is managed by UTI Asset Management Co Ltd. The fund manager’s name is Sudhir Agarwal.

Nav of UTI Short Duration Fund (G) as of 4/16/2024 is ₹28.81 with the total AUM as of 4/18/2024 is ₹2689.143. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Short Duration Fund (G) was launched on Sep 19, 2007. The category risk of the fund is Moderate Risk.

The minimum SIP amount for UTI Short Duration Fund (G) 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 ₹5000. Check your estimated returns on mutual funds by using sip calculator.

UTI Short Duration Fund (G) 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 TR INR.

UTI Short Duration Fund (G) is rated as a 1 fund in Debt and delivered 7.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Short Duration Fund (G).

Frequently Asked Questions

What is UTI Short Duration Fund (G)?

UTI Short Duration Fund (G) is a Short Term Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in UTI Short Duration Fund (G)?

You can invest in UTI Short Duration Fund (G) 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 (G)?

The minimum sip amount for UTI Short Duration Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is UTI Short Duration Fund (G) good to invest in?

As per Scripbox experts, UTI Short Duration Fund (G) is a Not Recommended fund. You can investUTI Short Duration Fund (G) 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 (G)?

The expense ratio of the UTI Short Duration Fund (G) is 0.84% for regular plan.