Aeterna Wealth
Ultra Short to Short Term · Direct plan · Growth

UTI Ultra Short to Short Term Fund (Direct)

UTI Mutual Fund · benchmark: the median Ultra Short to Short Term fund · 13.8 years old · AMFI code 120735

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: 12 of 20 in Ultra Short to Short Term

B (middle of the peer group), score 45.1 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months3.0%3.1%-0.0%12 / 25
1 year5.9%5.9%-0.0%13 / 23
3 years (a year)7.2%7.2%-0.0%13 / 20
5 years (a year)6.5%6.6%-0.1%13 / 17

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, 3Y0.7%
Max fall, 5Y-0.4%

Portfolio

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

Common questions

What is the NAV of UTI Ultra Short to Short Term Fund (Direct plan)?

₹3,911.16 on 6 Nov 2026 (Growth option).

What is the expense ratio of UTI Ultra Short to Short Term Fund (Direct)?

0.37% a year; the Regular plan's is 0.65%.

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

7.2% a year (Direct plan) over the 3 years to 6 Nov 2026, against 7.2% for the median Ultra Short to Short Term fund.

How is UTI Ultra Short to Short Term Fund rated?

B: 12 of 20 Direct plans in Ultra Short to 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.