UTI Short Term Fund Ins
The scheme seeks to generate reasonable income, with low risk and high level of liquidity from a portfolio of debt & money market instruments.
Growthvine rating: 2/5 — ranked #22 of 42 in category.
Fund basics
| Category | Debt: Short Duration |
|---|---|
| NAV | ₹33.59 (as of 2026-10-26) |
| AUM | ₹1,770 Cr |
| Expense ratio | 0.69% |
| Riskometer | Moderate |
| Fund manager | Anurag Mittal |
| Exit load | 0 |
Performance & risk
| 5-year annualised return | 6.01% |
|---|---|
| Sharpe ratio | 0.73 |
| Standard deviation | 1.31% |
| Max drawdown | −13.17% |
| Alpha | 0 |
| Beta | 0 |
Over 5 years, captured 96.3% of NIFTY Short Duration Debt Index's upside and — of its downside.
Market cap allocation
Concentration
Top holdings
Not disclosed.
Top sectors
Not disclosed.
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|---|---|---|
| 2026 (partial) | 3.0% | Q3 | #25 of 39 |
| 2025 | 7.3% | Q3 | #21 of 35 |
| 2024 | 7.9% | Q2 | #11 of 31 |
| 2023 | 6.9% | Q1 (Top) | #7 of 27 |
| 2022 | 3.8% | Q1 (Top) | #4 of 21 |