Aeterna Wealth
Short Term · Regular plan · Growth

UTI Short Term Fund (Regular)

UTI Mutual Fund · benchmark: the median Short Term fund · 19.2 years old · AMFI code 106384

Tax: Taxed at your income-tax slab rate on all gains, however long you hold (more than 65% of the fund is in debt).

B
Track-record rating: 9 of 20 in Short Term

B (middle of the peer group), score 53.8 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months2.5%2.5%+0.1%9 / 20
1 year4.3%4.2%+0.1%7 / 20
3 years (a year)6.6%6.6%0.0%9 / 20
5 years (a year)5.8%5.7%+0.1%8 / 18

Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y1.4%
Max fall, 5Y-0.7%

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of UTI Short Term Fund (Regular plan)?

₹47.65 on 6 Nov 2026 (Growth option).

What is the expense ratio of UTI Short Term Fund (Regular)?

0.81% a year; the Direct plan's is 0.41%.

What return has UTI Short Term Fund given over 3 years?

6.6% a year (Regular plan) over the 3 years to 6 Nov 2026, against 6.6% for the median Short Term fund.

How is UTI Short Term Fund rated?

B: 9 of 20 Regular plans in Short Term, on its track record. This describes the past and is not a recommendation.

Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from UTI Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.