Overview / Mutual Fund Discovery / Open Ended Schemes ( Income/Debt Oriented Schemes - Short Term Fund ) / AMFI 124962

UTI Short Term Fund - Direct Plan - Discontinued Flexi IDCW

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

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

Latest NAV (2026-11-09)
₹20.0310
AMFI Code / ISIN
124962 / INF789FB1T70
Category Peer Standing
#27 of 195 ranked peers in Open Ended Schemes ( Income/Debt Oriented Schemes - Short Term Fund ) by 3Y Sortino
Historical Track
2013-10-07 to 2026-11-09 (3,161 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
+4.82% p.a.
3Y CAGR
+7.22% p.a.
5Y CAGR
+6.00% p.a.
10Y CAGR
+5.21% p.a.
Since Inception CAGR
+5.44% p.a.
Sortino Ratio (3Y)
1.16
Sharpe Ratio (3Y)
0.76
Calmar Ratio
0.49
Annualized Volatility (3Y)
+0.95%
Maximum Drawdown
-14.67%
1Y / 3Y / 5Y Rolling Mean CAGR
+5.49% / +5.42% / +4.91%

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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