InvestVerdict
UTI Ultra Short Term Fund
Regular Plan · Discontinued Institutional Growth · Ultra Short Duration · Scheme code 112083
Fund houseUTI Mutual Fund
CategoryUltra Short Duration
Plan & optionRegular · Discontinued Institutional Growth
History17.1 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.51 | 1.88 | 3.12 | 5.93 | 6.77 | 6.65 | 6.26 | 6.16 | 7.13 |
| Ultra Short Duration category median |
— | — | — | 5.93 | 6.79 | 6.12 | — | 6.54 | — |
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 | 1.0% | 0.28 | 0.37 | — | — | -3.6% | — |
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 |
|---|---|---|---|---|
| 779 | 2.1% | 7.2% | 10.0% | 0% |
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.