- Mutual Funds
- UTI Mutual Fund
- UTI Short Duration Fund (Growth)
Formerly UTI S/T Income Reg Gr
UTI Short Duration Fund (Growth)
₹ 27.9835
NAV (Dec 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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 27.9835
NAV (Dec 6)
Fund Returns
Last 1Y | 6.6% |
Last 3Y | 6.2% |
Last 5Y | 5% |
Last 10Y | 6.6% |
Since Inception | 6.5% |
6 Month CAGR | 2.8% |
Scheme Information
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 | 0.95 |
Launched (16y ago) | Sep 19, 2007 |
AUM in Crores | 2369.762 |
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) | 0.421 |
Sharpe Ratio (5yr) | 0.005 |
YTM | 7.6 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| UTI Short Duration Fund (Growth) | 8,25,950 | 93,338 | 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
7.06% govt stock 2028
18.9%power finance corporation ltd.
9.5%7.38% govt stock 2027
9.5%rural electrification corporation limited
6.5%axis finance limited
4.7%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 40,756 cr | ||
₹ 16,858 cr | ||
₹ 11,326 cr | ||
₹ 13,754 cr | ||
₹ 10,873 cr |
About the AMC
UTI Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.9% | 6.8% | ||
5.3% | 7.2% | ||
17.3% | 11.8% | ||
20% | 15% | ||
11.9% | 9% |
UTI Short Duration Fund (G) Review
UTI Short Duration Fund (G) is a Short Term Debt fund and has delivered an annualised return of 6.5% 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 12/6/2023 is ₹27.98 with the total AUM as of 12/7/2023 is ₹2369.762. 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 2 fund in Debt and delivered 6.6% 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)?
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 Neutral 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 0.95% for regular plan.