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: 3/5 — ranked #19 of 45 in category.
Fund basics
| Category | Debt: Short Duration |
|---|---|
| NAV | ₹33.71 (as of 2026-09-16) |
| AUM | ₹1,798 Cr |
| Expense ratio | 0.72% |
| Riskometer | Moderate |
| Fund manager | Anurag Mittal |
| Exit load | 0 |
Performance & risk
| 5-year annualised return | 6.95% |
|---|---|
| Sharpe ratio | 0.78 |
| Standard deviation | 1.29% |
| Max drawdown | -13.17% |
| Alpha | 0 |
| Beta | 0 |
Over 5 years, captured 97.8% of NIFTY Short Duration Debt Index's upside and 33.0% 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) | 3.4% | Q3 | #23 of 41 |
| 2025 | 7.3% | Q3 | #23 of 37 |
| 2024 | 7.9% | Q2 | #11 of 34 |
| 2023 | 6.9% | Q1 (Top) | #8 of 30 |
| 2022 | 3.8% | Q1 (Top) | #4 of 21 |