UTI Short Term Fund - Direct Plan has delivered 32.30% absolute return over the last 5 years.
The average return for Short Duration funds is 36.25% .
This fund ranks #20 in its category based on 5-year returns.
The largest portfolio holding is EXPORT IMPORT BANK OF INDIA with a portfolio weight of 6.16% .
The fund currently owns more than 46 stocks.
The top 10 holdings account for 40.35% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 10.25% | 3.96% |
| 2 Year Return | 23.89% | 10.60% |
| 3 Year Return | 35.40% | 18.11% |
| 4 Year Return | 51.80% | 26.83% |
| 5 Year Return | 57.58% | 36.25% |
| 6 Year Return | 71.22% | 46.67% |
| 7 Year Return | 98.21% | 59.31% |
| Expense Ratio | 0.34% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Finance - Banks - Public Sector |
6.16%
|
|
| 2 | Finance - Banks - Public Sector |
4.94%
|
|
| 3 | Mining/Minerals |
4.86%
|
|
| 4 | Finance - Housing |
3.71%
|
|
| 5 | Finance - Banks - Private Sector |
3.70%
|
|
| 6 |
3.69%
|
||
| 7 | Non-Banking Financial Company (NBFC) |
3.68%
|
|
| 8 |
3.61%
|
||
| 9 | Finance & Investments |
3.46%
|
|
| 10 |
2.54%
|
||
| 11 | Finance - Term Lending Institutions |
2.53%
|
|
| 12 | Finance - Housing |
2.53%
|
Minimum Purchase: ₹500
Exit Load:
Lock-in: 1
Risk: Low Risk
UTI Short Term Fund - Direct Plan is managed by UTI and belongs to the Debt category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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