Overview / Mutual Fund Discovery / Open Ended Schemes ( Income/Debt Oriented Schemes - Short Term Fund ) / AMFI 106980

UTI Short Term Fund - Regular Plan - Discontinued Quarterly IDCW

UTI Mutual Fund • Open Ended Schemes ( Income/Debt Oriented Schemes - Short Term Fund ) • Regular Plan • Discontinued Quarterly IDCW

Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)

Latest NAV (2026-11-09)
₹17.5321
AMFI Code / ISIN
106980 / INF789FC1GD5
Category Peer Standing
#61 of 195 ranked peers in Open Ended Schemes ( Income/Debt Oriented Schemes - Short Term Fund ) by 3Y Sortino
Historical Track
2007-11-20 to 2026-11-09 (4,334 daily observations)
Expense Ratio (TER)
Data unavailable (published only when verified against AMC statutory disclosures)
SEBI Riskometer
Data unavailable

Trailing CAGR, Rolling Returns & Risk Ratios

1Y CAGR
+4.37% p.a.
3Y CAGR
+6.73% p.a.
5Y CAGR
+5.69% p.a.
10Y CAGR
+3.70% p.a.
Since Inception CAGR
+3.00% p.a.
Sortino Ratio (3Y)
0.36
Sharpe Ratio (3Y)
0.24
Calmar Ratio
0.51
Annualized Volatility (3Y)
+0.95%
Maximum Drawdown
-13.33%
1Y / 3Y / 5Y Rolling Mean CAGR
+3.21% / +3.06% / +2.78%

Learn Sortino, Sharpe, Calmar & Drawdown in Knowledge Centre Module 3 • Quantitative Methodology

Monthly Portfolio Holdings & Overlap Check

Verified monthly AMC portfolio disclosure holdings are queried on demand for covered schemes and never fabricated. Learn multi-fund portfolio overlap analysis.

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