| Category: Debt: Short Duration |
| Launch Date: 28-08-2007 |
| Asset Class: Fixed Income |
| Benchmark: CRISIL Short Duration Fund AII Index |
| Expense Ratio: 0.96% As on (28-02-2023) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 2,269.82 Cr As on (28-02-2023) |
| Turn over: |
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| UTI - Short Term Income Fund - Regular Plan - Growth Option | 4.49 | 8.06 | 4.87 | 6.7 | 6.51 |
| Benchmark | - | - | - | - | - |
| Debt: Short Duration | 4.48 | 6.4 | 5.82 | 7.02 | 6.61 |
Sudhir Agrawal
The fund seeks to generate steady and reasonable income, with low risk and high level of liquidity from, a portfolio of money market securities and high quality debt with maturity upto 4 yrs.
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| UTI - Short Term Income Fund - Regular Plan - Growth Option | 2.92 | 1.07 | 3.47 | 0.27 | 7.83 | 2.3 |
| Debt: Short Duration | - | - | - | - | - | - |
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| UTI - Short Term Income Fund - Regular Plan - Growth Option | 28-08-2007 | 4.49 | 6.79 | 8.06 | 4.87 | 6.7 |
| ICICI Prudential Short Term Fund - Growth Option | 01-10-2001 | 5.68 | 4.92 | 6.92 | 6.93 | 7.75 |
| Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | 09-05-2003 | 4.77 | 4.77 | 7.31 | 6.85 | 7.96 |
| Franklin India Short-Term Income Plan-Growth | 31-01-2002 | 4.69 | 11.35 | 9.76 | 6.16 | 7.7 |
| HDFC Short Term Debt Fund - Growth Option | 15-06-2010 | 4.34 | 4.48 | 6.71 | 6.96 | 7.76 |
| Axis Short Term Fund - Regular Plan - Growth Option | 22-01-2010 | 4.28 | 4.35 | 6.42 | 6.67 | 7.37 |
| Axis Short Term Fund - Retail Plan - Growth Option | 05-03-2010 | 4.28 | 4.35 | 6.43 | 6.68 | 7.38 |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units | 01-01-2013 | 4.28 | 0.0 | 0.0 | 0.0 | 0.0 |
| UTI - Short Term Income Fund - Discontinued Regular Option -Growth Sub Option | 24-06-2003 | 4.17 | 6.46 | 7.7 | 4.48 | 6.38 |