UTI Ultra Short to Short Term Fund
Regular Plan · Flexi IDCW · Ultra Short Duration · Scheme code 133130
Fund houseUTI Mutual Fund
CategoryUltra Short Duration
Plan & optionRegular · Flexi IDCW
History12.0 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.40 | 1.12 | 3.15 | 5.72 | 7.06 | 5.86 | 5.83 | 3.84 | 3.23 |
| Ultra Short Duration category median |
— | — | — | 5.78 | 6.70 | 6.15 | — | 6.37 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 0.7% | 0.82 | 1.38 | — | — | -15.1% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 2,544 | -9.9% | 5.7% | 9.6% | 20% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.