UTI Short Term Fund - Retail Plan

AMC: UTI Low Risk Debt Short Duration

📊 Quick Summary Of This Page

UTI Short Term Fund - Retail Plan is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹500
Minimum SIP
0.72%
Expense Ratio
Mr. Anurag Mittal
Fund Manager
IDCW Payout
Plan Type
23 Jun 2003
Launch Date
0%
Exit Load
NAV Momentum
Fund Analysis

UTI Short Term Fund - Retail Plan does not yet have a 5-year performance history.

The average return for Short Duration funds is 36.25% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 9.51% 3.96%
2 Year Return 21.61% 10.60%
3 Year Return 31.07% 18.11%
4 Year Return 44.95% 26.83%
5 Year Return 48.50% 36.25%
6 Year Return 59.21% 46.67%
7 Year Return 69.43% 59.31%
Expense Ratio 0.72% -
NAV History
Fund Information

AMC: UTI

Category: Debt • Short Duration

Launch Date: 23 Jun 2003

Fund Manager: Mr. Anurag Mittal

Minimum Purchase: ₹20,000

Exit Load:

Lock-in: 0

Risk: Low Risk

About This Fund

UTI Short Term Fund - Retail 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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Frequently Asked Questions

UTI Short Term Fund - Retail Plan is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of UTI Short Term Fund - Retail Plan depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

UTI Short Term Fund - Retail Plan holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in UTI Short Term Fund - Retail Plan, based on the latest portfolio data.

UTI Short Term Fund - Retail Plan currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of UTI Short Term Fund - Retail Plan is , which represents the annual cost charged for managing the fund.

UTI Short Term Fund - Retail Plan manages assets worth approximately , representing the total investor capital under management.

UTI Short Term Fund - Retail Plan carries a risk profile based on its portfolio composition, volatility and market exposure.

UTI Short Term Fund - Retail Plan performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, UTI Short Term Fund - Retail Plan can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

UTI Short Term Fund - Retail Plan is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing UTI Short Term Fund - Retail Plan and making investment decisions.

Yes, UTI Short Term Fund - Retail Plan provides company-wise exposure showing which stocks the fund is invested in and their weightage.

UTI Short Term Fund - Retail Plan may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of UTI Short Term Fund - Retail Plan to estimate returns and wealth creation over different time periods.