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  • UTI Short Duration Fund (PIDCW-Q)
UTI Mutual Fund

UTI Short Duration Fund (PIDCW-Q)

DebtShort Term

15.5584

NAV (Oct 31)

5.94%
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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Poor

The performance of the fund on a Consistency of Credit Quality metric has been Poor

Fund Size

Satisfactory

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

Invest in this fund
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

15.5584

NAV (Oct 31)

Fund Returns

Last 1Y
8.2%
Last 3Y
5.9%
Last 5Y
7.4%
Last 10Y
6.4%
Since Inception
7.4%
6 Month CAGR
4.2%

Scheme Information

Investment Objective

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
-
AUM in Crores
2567
ISIN
INF789FC1GD5
Lock-in (days)
No Lock-in
Benchmark
CRISIL Short Duration Debt A-II Index
SIP Minimum
1000
Lumpsum Min.
20000
Standard Deviation (3yr)
-
Standard Deviation
1
Beta
1.8
Sharpe Ratio
0.1
YTM
-
Fund Managers

Sudhir Agrawal

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
UTI Short Duration Fund (PIDCW-Q)70%8,76,769 1,44,1577.4%
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 2024-02-19

Top Debt Holdings

GOI

8.63%
8.632%

National Bank For Agriculture & Rural Development

8.23%
8.228%

GOI

7.98%
7.98%

National Housing Bank

7.67%
7.672%

Small Industries Devp. Bank of India Ltd.

7.31%
7.309%
See all holdings

Comparison with Debt Funds

Fund NameFund Size
kotak-mahindra
Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund (G)

₹ 8,029 cr

₹ 14,839 cr

₹ 4,523 cr

₹ 10,307 cr

₹ 12,416 cr

amc-img

About the AMC

UTI Mutual Fund

UTI Asset Management Compnay has been frated the 7th largest ASM Company by CRISIL. They manage about 11 million live folios and have a client base of 12.8%. Being a part and parcel of Unit Trust of India, the Government of India holds about 74% stake in the Company. UTI AMC Limited offers wide range of products and have been a pioneer in launching various profitable schemes.amc-img
phone-img0263 2296993
Fund NameScripbox Opinion
Till Date CAGR

6.5%

7.3%

6%

6.8%

16.1%

15.2%

6.2%

6.9%

20.6%

14.1%

UTI Short Duration Fund (PIDCW-Q) Review

UTI Short Duration Fund (PIDCW-Q) is a Short Term Debt fund and has delivered an annualised return of 7.38%. The fund is managed by UTI Mutual Fund. The fund manager’s name is Sudhir Agrawal.

Nav of UTI Short Duration Fund (PIDCW-Q) as of 10/31/2024 is ₹15.56 with the total AUM as of 11/3/2024 is ₹2567.03. With Scripbox you can compare and check the latest nav for all mutual funds in India. The category risk of the fund is Moderate.

The minimum SIP amount for UTI Short Duration Fund (PIDCW-Q) 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 (PIDCW-Q) 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.

Scripbox has rated it 1 star, indicating it's not a recommended fund in the Debt category and delivered 8.23% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Short Duration Fund (PIDCW-Q).

Frequently Asked Questions

What is UTI Short Duration Fund (PIDCW-Q)?

It 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 (PIDCW-Q)?

You can invest in UTI Short Duration Fund (PIDCW-Q) 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 (PIDCW-Q)?

The minimum sip amount for UTI Short Duration Fund (PIDCW-Q) is ₹1000. You can invest in multiples of ₹20000.

Is UTI Short Duration Fund (PIDCW-Q) good to invest in?

According to Scripbox opinion, it is a 1-star fund. You can invest in this fund if its investment objective and risk level align with your goals and risk preferences.

What is the expense ratio of the UTI Short Duration Fund (PIDCW-Q)?

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

What is the NAV of UTI Short Duration Fund (PIDCW-Q)?

Today's UTI Short Duration Fund (PIDCW-Q) NAV is ₹15.56.