UTI Short Duration Fund - Direct Plan - Half Yearly Dividend Option
UTI Mutual Fund Debt Short Duration Fund
Expense Ratio
0.36%
AUM
₹3.67 Lakh
Plan Type
Direct
Market Cap
NA
Risk Level
Low-Moderate
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
+0.43%
Poor
6 Months
+4.23%
Below Average
1 Year
+7.29%
Below Average
3 Years
+7.76%
Poor
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹3.67 Lakh
Recent Trend
Growing
Stability Score
87.3
Growth Assessment
Excellent Growth
Growth Performance
Historical returns
1Y
Annual Growth
+154.86%
3Y
3Y CAGR
+817.50%
5Y
5Y CAGR
N/A
Growth Assessment: Excellent Growth
• Strong investor confidence with high inflows
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Very Low - Conservative investment with minimal price fluctuations
Volatility
3.20%
Annualized standard deviation
Sharpe Ratio
0.374
Poor - Risk-adjusted return
Max Drawdown
-5.20%
Low - Worst decline
Consistency
96.9%
Performance consistency
Volatility Breakdown
Daily Volatility
0.20%
Average daily price movement
Annualized Volatility
3.20%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance