InvestVerdict
UTI Short Term Fund
Regular Plan · Discontinued Growth Sub Option · Mutual fund · Scheme code 106384
Fund houseUTI Mutual Fund
CategoryMutual fund
Plan & optionRegular · Discontinued Growth Sub Option
History19.0 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.12 | 2.09 | 2.46 | 5.07 | 6.76 | 6.74 | 6.95 | 5.59 | 7.20 |
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 | 2.8% | 0.09 | 0.11 | — | — | -13.2% | — |
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 |
|---|---|---|---|---|
| 868 | -7.0% | 7.9% | 12.5% | 5% |
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.