- Mutual Funds
- UTI Mutual Fund
- UTI Ultra Short Duration Fund (RIDCW-Q)
UTI Ultra Short Duration Fund (RIDCW-Q)
₹ 1218.0634
NAV (Sep 06)
Ultra Short 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.
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
₹ 1218.0634
NAV (Sep 6)
Fund Returns
Last 1Y | 7% |
Last 3Y | 6.6% |
Last 5Y | 6% |
Last 10Y | 6.4% |
Since Inception | 6.8% |
6 Month CAGR | 3.6% |
Scheme Information
The scheme seeks to generate reasonable income with low volatility through investment in a portfolio comprising of debt & money market instruments
Expense Ratio | 0.96 |
Launched (0y ago) | 0.96 |
AUM in Crores | 2143.7 |
ISIN | INF789FA1P19 |
Lock-in | |
Benchmark | NIFTY Ultra Short Duration Debt Index A-I |
SIP Minimum | 1000 |
Lumpsum Min. | 20000 |
Standard Deviation (3yr) | |
Standard Deviation | 1.5 |
Beta | 0.3 |
Sharpe Ratio | 0.5 |
YTM |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| UTI Ultra Short Duration Fund (RIDCW-Q) | 8,45,783 | 1,13,171 | 6% | |
| 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
Others
6.6%NTPC Ltd.
4.7%Reserve Bank of India
4.7%ONGC Petro Additions Ltd.
3.5%Shriram Finance Ltd
3.3%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 | |
|---|---|---|---|
6.238% | 7.257% | ||
5.87% | 6.796% | ||
5.976% | 6.856% | ||
18.559% | 15.414% | ||
23.555% | 14.314% |
UTI Ultra Short Duration Fund (RIDCW-Q) Review
UTI Ultra Short Duration Fund (RIDCW-Q) is a Debt Debt fund and has delivered an annualised return of 6.816% 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 Ultra Short Duration Fund (RIDCW-Q) as of 9/6/2024 is ₹1218.06 with the total AUM as of 9/7/2024 is ₹2143.6938. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Ultra Short Duration Fund (RIDCW-Q) was launched on null. The category risk of the fund is Average.
The minimum SIP amount for UTI Ultra Short Duration Fund (RIDCW-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 Ultra Short Duration Fund (RIDCW-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 NIFTY Ultra Short Duration Debt Index A-I.
UTI Ultra Short Duration Fund (RIDCW-Q) is rated as a 3 fund in Debt and delivered 7.044% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Ultra Short Duration Fund (RIDCW-Q).
Frequently Asked Questions
What is UTI Ultra Short Duration Fund (RIDCW-Q)?
How to invest in UTI Ultra Short Duration Fund (RIDCW-Q)?
You can invest in UTI Ultra Short Duration Fund (RIDCW-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 Ultra Short Duration Fund (RIDCW-Q)?
The minimum sip amount for UTI Ultra Short Duration Fund (RIDCW-Q) is ₹1000. You can invest in multiples of ₹20000.
Is UTI Ultra Short Duration Fund (RIDCW-Q) good to invest in?
As per Scripbox experts, UTI Ultra Short Duration Fund (RIDCW-Q) is a 3 fund. You can investUTI Ultra Short Duration Fund (RIDCW-Q) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the UTI Ultra Short Duration Fund (RIDCW-Q)?
The expense ratio of the UTI Ultra Short Duration Fund (RIDCW-Q) is 0.96% for regular plan.