UTI Short Duration Fund - Regular Plan - Flexi IDCW

Open Ended Schemes(Debt Scheme - Short Duration Fund)Low to Moderate Risk★★★★★ISIN INF789FB1T54

NAV · 06-Jul-2026

₹19.1729

+1.67%

+2.90%

1Y (CAGR)

+5.24%

3Y (CAGR)

+7.13%

5Y (CAGR)

+6.56%

Since inception (CAGR)

+5.26%

NAV history

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Risk & SIP analytics

Q2 · 3Y in category

Volatility (3y)

0.90%

Downside dev (3y)

0.64%

Max drawdown (3y)

-0.6%

Sharpe (3y)

0.70

SIP XIRR (3y)

+6.89%

SIP XIRR (5y)

+6.71%

Calendar-year returns

2020 +10.5%2021 +3.8%2022 +1.0%2023 +6.9%2024 +7.9%2025 +7.3%

Fund facts

Fund managerAbhishek Sonthalia

AUM₹24,051 Cr

Launch date25-Jun-2003

Plan typeOpen Ended · Debt

Min lumpsum10000

Lock-inNone

Volatility4.38

AMCUTI Asset Mgmt. Co. Ltd.

Objective · The investment objective of the scheme is to generate reasonable income, with low risk and high level of liquidity from a portfolio of debt & money market instruments. However there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.

scheme documents ↗