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

UTI Ultra Short to Short Term Fund (Regular)

UTI Mutual Fund · benchmark: the median Ultra Short to Short Term fund · 20.6 years old · AMFI code 102540

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

A
Track-record rating: 4 of 20 in Ultra Short to Short Term

A (top 30%), score 68.4 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months3.0%2.8%+0.1%5 / 24
1 year5.7%5.4%+0.4%4 / 23
3 years (a year)6.9%6.7%+0.2%6 / 20
5 years (a year)6.1%6.1%+0.1%6 / 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 (Regular plan)?

₹6,799.22 on 6 Nov 2026 (Growth option).

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

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

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

6.9% a year (Regular plan) over the 3 years to 6 Nov 2026, against 6.7% for the median Ultra Short to Short Term fund.

How is UTI Ultra Short to Short Term Fund rated?

A: 4 of 20 Regular 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.