InvestVerdict
UTI Ultra Short to Short Term Fund
Direct Plan · Growth · Ultra Short Duration · Scheme code 120735
Fund houseUTI Mutual Fund
CategoryUltra Short Duration
Plan & optionDirect · Growth
History13.7 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.46 | 2.06 | 3.11 | 6.23 | 7.26 | 7.49 | 7.17 | 6.06 | 6.93 |
| Ultra Short Duration category median |
— | — | — | 6.41 | 7.22 | 6.51 | — | 6.66 | — |
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% | 0.27 | 0.30 | — | — | -12.1% | — |
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 |
|---|---|---|---|---|
| 611 | -5.4% | 7.7% | 10.3% | 8% |
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.