Uti Short Term Income Fund


Click on + to See NAV
Fund Name NAV Date NAV Rupee Change Percent Change
UTI Short Term Income Fund - Direct Plan - Monthly IDCW 29/Nov/2022 10.4787
0.0008
0.0076%
UTI Short Term Income Fund - Regular Plan - Half-Yearly IDCW 29/Nov/2022 11.2253
0.0006
0.0053%
UTI - Short Term Income Fund - Direct Plan - Half Yearly Dividend Option 29/Nov/2022 11.2556
0.0008
0.0071%
UTI Short Term Income Fund - Regular Plan - Annual IDCW 29/Nov/2022 11.589
0.0006
0.0052%
UTI Short Term Income Fund - Regular Plan - Monthly IDCW 29/Nov/2022 11.6853
0.0006
0.0051%
UTI Short Term Income Fund - Direct Plan - Annual IDCW 29/Nov/2022 11.9041
0.0009
0.0076%
UTI Short Term Income Fund - Regular Plan - Quarterly IDCW 29/Nov/2022 13.5608
0.0008
0.0059%
UTI Short Term Income Fund - Regular Plan - Flexi IDCW 29/Nov/2022 14.9637
0.0008
0.0053%
UTI Short Term Income Fund - Direct Plan - Flexi IDCW 29/Nov/2022 15.1918
0.0011
0.0072%
UTI Short Term Income Fund - Direct Plan - Quarterly IDCW 29/Nov/2022 15.5519
0.0012
0.0077%
UTI - Short Term Income Fund - Discontinued Regular Option - Dividend Sub Option 29/Nov/2022 19.6321
0.0009
0.0046%
UTI - Short Term Income Fund - Regular Plan - Growth Option 29/Nov/2022 26.2059
0.0014
0.0053%
UTI - Short Term Income Fund - Direct Plan - Growth Option 29/Nov/2022 27.5045
0.0020
0.0073%
UTI - Short Term Income Fund - Discontinued Regular Option -Growth Sub Option 29/Nov/2022 37.138
0.0017
0.0046%

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Fund Performance Analysis

Uti Short Term Income Fund Performance Snapshot (Regular Plan)

Rotate the phone! Best viewed in landscape mode on mobile
KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
0.62
1.04
No
No
Yes
23/23 0.62 / 7.86
1M Rolling Return %
0.25
0.25
No
No
No
15/25 0.15 / 0.32
3M Return %
1.26
1.46
No
Yes
No
6/23 0.82 / 8.18
3M Rolling Return %
0.75
0.62
Yes
Yes
No
3/24 0.29 / 1.28
6M Return %
2.59
2.91
No
No
No
13/23 2.01 / 9.67
6M Rolling Return %
1.66
1.72
No
Yes
No
5/24 0.55 / 9.68
1Y Return %
3.44
4.19
No
Yes
No
5/22 1.63 / 26.62
1Y Rolling Return %
7.86
4.83
Yes
Yes
No
3/23 2.99 / 13.00
3Y Return %
7.34
5.52
Yes
Yes
No
3/21 3.60 / 8.95
3Y Rolling Return %
4.41
6.17
No
No
Yes
17/21 -3.27 / 8.39
5Y Return %
4.71
5.70
No
No
Yes
15/19 3.47 / 6.88
Standard Deviation
6.64
3.21
No
No
Yes
21/24 0.94 / 11.99
Semi Deviation
5.97
2.28
No
No
Yes
23/24 0.68 / 8.69
Max Drawdown
-11.22
-3.46
No
No
Yes
22/24 -19.89 / -0.27
VaR 1 Y
-0.82
-2.31
Yes
No
No
9/24 -20.78 / -0.32
Average Drawdown
-3.02
-1.11
No
No
Yes
23/24 -6.83 / -0.22
Sharpe Ratio
-0.03
0.44
No
No
Yes
19/24 -2.14 / 1.37
Sterling Ratio
0.20
0.45
No
No
Yes
21/24 0.03 / 0.69
Sortino Ratio
0.00
0.31
No
No
Yes
19/24 -0.57 / 1.05
Jensen Alpha
3.77
0.65
Yes
Yes
No
4/18 -7.83 / 6.88
Treynor Ratio
0.05
0.04
Yes
Yes
No
3/18 -0.02 / 0.51
Modigliani Square measure
4.88
4.50
Yes
No
No
11/18 1.27 / 6.71
Active Return
0.02
-0.00
Yes
Yes
No
2/18 -0.03 / 0.03
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Nov. 29, 2022.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Uti Short Term Income Fund Performance Analysis

Uti Short Term Income Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Uti Short Term Income Fund

Top Performing Funds in Short Duration Fund Category
Rotate the phone! Best viewed in landscape mode on mobile.
Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Aditya Birla Sun Life Short Term Fund

1 The Aditya Birla Sun Life Short Term Fund is a Short Duration Fund. In the Short Duration Fund category there are 22 funds. The fund has 16 KPIs that are in top quartile. The fund has 70% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Aditya Birla Sun Life Short Term Fund performance snapshot section. 3.91% 6.07% -0.51% -0.70% 1.04 0.74 0.39

Axis Short Term Fund

5 The Axis Short Term Fund is a Short Duration Fund. In the Short Duration Fund category there are 22 funds. The fund has 13 KPIs that are in top quartile. The fund has 68% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Axis Short Term Fund performance snapshot section. 3.44% 5.66% -0.49% -0.32% 1.17 0.81 0.40

Hdfc Short Term Debt Fund

4 The Hdfc Short Term Debt Fund is a Short Duration Fund. In the Short Duration Fund category there are 22 funds. The fund has 11 KPIs that are in top quartile. The fund has 48% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Hdfc Short Term Debt Fund performance snapshot section. 3.18% 5.99% -0.59% -0.50% 1.18 0.75 0.42

Icici Prudential Short Term Fund

2 The Icici Prudential Short Term Fund is a Short Duration Fund. In the Short Duration Fund category there are 22 funds. The fund has 18 KPIs that are in top quartile. The fund has 78% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Icici Prudential Short Term Fund performance snapshot section. 4.33% 6.33% -0.27% -0.37% 1.37 1.05 0.39

Nippon India Short Term Fund

3 The Nippon India Short Term Fund is a Short Duration Fund. In the Short Duration Fund category there are 22 funds. The fund has eight KPIs that are in top quartile. The fund has 35% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Nippon India Short Term Fund performance snapshot section. 2.99% 5.55% -0.85% -0.58% 1.08 0.62 0.39

Uti Short Term Income Fund Performance Snapshot (Direct Plan)

Rotate the phone! Best viewed in landscape mode on mobile.
KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
0.67
1.10
No
No
Yes
23/23 0.67 / 7.91
1M Rolling Return %
0.30
0.31
No
No
No
12/25 0.25 / 0.38
3M Return %
1.42
1.63
No
No
No
7/23 1.08 / 8.34
3M Rolling Return %
0.91
0.76
Yes
Yes
No
4/24 0.39 / 0.95
6M Return %
2.90
3.26
No
No
No
14/23 2.39 / 9.92
6M Rolling Return %
1.97
1.82
Yes
Yes
No
4/24 0.94 / 9.93
1Y Return %
4.08
4.62
No
Yes
No
5/22 2.36 / 27.08
1Y Rolling Return %
8.45
5.41
Yes
Yes
No
3/23 4.10 / 10.72
3Y Return %
7.93
6.16
Yes
Yes
No
3/21 3.59 / 9.43
3Y Rolling Return %
4.94
6.85
No
No
Yes
17/21 -2.73 / 9.05
5Y Return %
5.26
6.36
No
No
Yes
16/19 3.98 / 7.62
Standard Deviation
6.64
3.21
No
No
Yes
21/24 0.94 / 11.99
Semi Deviation
5.97
2.28
No
No
Yes
23/24 0.68 / 8.69
Max Drawdown
-11.22
-3.46
No
No
Yes
22/24 -19.89 / -0.27
VaR 1 Y
-0.82
-2.31
Yes
No
No
9/24 -20.78 / -0.32
Average Drawdown
-3.02
-1.11
No
No
Yes
23/24 -6.83 / -0.22
Sharpe Ratio
-0.03
0.44
No
No
Yes
19/24 -2.14 / 1.37
Sterling Ratio
0.20
0.45
No
No
Yes
21/24 0.03 / 0.69
Sortino Ratio
0.00
0.31
No
No
Yes
19/24 -0.57 / 1.05
Jensen Alpha
3.77
0.65
Yes
Yes
No
4/18 -7.83 / 6.88
Treynor Ratio
0.05
0.04
Yes
Yes
No
3/18 -0.02 / 0.51
Modigliani Square measure
4.88
4.50
Yes
No
No
11/18 1.27 / 6.71
Active Return
0.02
-0.00
Yes
Yes
No
2/18 -0.03 / 0.03
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Nov. 29, 2022.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Uti Short Term Income Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
1M Return % 0.62% 0.67%
1M Rolling Return % 0.25% 0.30%
3M Return % 1.26% 1.42%
3M Rolling Return % 0.75% 0.91%
6M Return % 2.59% 2.90%
6M Rolling Return % 1.66% 1.97%
1Y Return % 3.44% 4.08%
1Y Rolling Return % 7.86% 8.45%
3Y Return % 7.34% 7.93%
3Y Rolling Return % 4.41% 4.94%
5Y Return % 4.71% 5.26%
Standard Deviation 6.64% 6.64%
Semi Deviation 5.97% 5.97%
Max Drawdown -11.22% -11.22%
VaR 1 Y -0.82% -0.82%
Average Drawdown -3.02% -3.02%
Sharpe Ratio -0.03% -0.03%
Sterling Ratio 0.20% 0.20%
Sortino Ratio 0.00% 0.00%
Jensen Alpha 3.77% 3.77%
Treynor Ratio 0.05% 0.05%
Modigliani Square measure 4.88% 4.88%
Active Return 0.02% 0.02%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns

Uti Short Term Income Fund Expected Return

Investment Period Mini. Possible Return
in Investment Period
Max. Possible Return
in Investment Period
Expected Return
in Investment Period
Loss Probability
in Investment Period
10 Year 3.67% 5.05% 4.65% 0.00%
One Year 1.14% 7.06% 4.32% 0.00%
Three Year 2.32% 5.99% 4.46% 0.00%
Five Year 2.96% 5.58% 4.47% 0.00%
Seven Year 3.39% 5.36% 4.68% 0.00%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns


For Any Question Join Our Group On Facebook

Short Duration Fund Category Performance Analysis

Return Chart (Regular Plan)

Click on + to See Details
Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Franklin India Short Term Income Plan

0.03
1
0.24
2
0.91
3
1.38
3
2.39
18
8.58
2
5.33
9
5.97
11

Nippon India Short Term Fund

0.02
2
0.15
15
0.76
7
1.07
15
2.63
10
2.99
10
5.55
8
6.22
7

Icici Prudential Short Term Fund

0.02
3
0.15
16
0.68
18
1.65
2
3.70
2
4.33
3
6.33
4
6.78
2

None

0.02
4
0.16
9
0.73
10
1.26
7
2.78
7
2.78
12
4.67
18
5.98
10

Hdfc Short Term Debt Fund

0.01
5
0.17
6
0.75
9
1.24
10
2.82
6
3.18
7
5.99
6
6.88
1

Uti Short Term Income Fund

0.01
6
0.16
8
0.62
23
1.26
6
2.59
13
3.44
5
7.34
3
4.71
15

Axis Short Term Fund

0.00
7
0.13
21
0.72
12
1.16
13
2.71
8
3.44
6
5.66
7
6.55
4

Lic Mf Short Term Debt Fund

0.00
8
0.15
14
0.65
20
0.82
23
2.01
23
1.73
21
4.05
20

Dsp Short Term Fund

-0.00
9
0.15
10
0.72
11
1.01
18
2.40
17
2.72
14
4.91
13
5.88
12

Tata Short Term Bond Fund

-0.00
10
0.15
13
0.69
16
0.94
22
2.28
21
2.58
16
4.89
14
4.63
16

Sbi Short Term Debt Fund

-0.00
11
0.17
5
0.83
4
1.29
5
2.61
11
3.10
8
5.19
11
6.17
8

Sundaram Short Duration Fund

-0.00
12
0.24
1
0.75
8
1.36
4
2.53
14

Idbi Short Term Bond Fund

-0.00
13
0.20
3
0.78
6
1.24
9
2.88
4
2.69
15
8.15
2
6.14
9

Canara Robeco Short Duration Fund

-0.00
14
0.14
17
0.71
14
0.98
20
2.33
19
2.58
17
4.75
16
5.65
14

Aditya Birla Sun Life Short Term Fund

-0.00
15
0.11
23
0.65
21
1.21
11
2.97
3
3.91
4
6.07
5
6.68
3

Mirae Asset Short Term Fund

-0.00
16
0.15
12
0.66
19
1.02
17
2.49
15
2.82
11
4.83
15

Kotak Bond Short Term Fund

-0.01
17
0.13
22
0.79
5
1.24
8
2.70
9
2.75
13
5.30
10
6.30
5

Invesco India Short Term Fund

-0.01
18
0.15
11
0.69
17
1.02
16
2.24
22
2.28
20
4.70
17
5.71
13

Bank Of India Short Term Income Fund

-0.01
19
0.14
19
7.86
1
8.18
1
9.67
1
26.62
1
8.95
1
3.47
19

Idfc Bond Fund - Short Term Plan

-0.01
20
0.17
4
0.99
2
1.08
14
2.83
5
2.54
18
5.13
12
6.28
6

Pgim India Short Duration Fund

-0.01
21
0.14
18
0.63
22
1.18
12
2.61
12
3.01
9
4.50
19
3.69
18

Mahindra Manulife Short Term Fund

-0.02
22
0.13
20
0.70
15
0.98
19
2.41
16
2.46
19

Indiabulls Short Term Fund

-0.03
23
0.17
7
0.72
13
0.97
21
2.33
20
1.63
22
3.60
21
4.56
17

Hsbc Short Duration Fund

L&T Short Term Bond Fund

Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Nippon India Short Term Fund

0.03
1
0.16
15
0.82
6
1.28
14
3.05
10
3.82
6
6.41
7
7.03
6

Franklin India Short Term Income Plan

0.03
2
0.24
2
0.91
3
1.38
9
2.39
23
2.36
22
3.59
21
5.23
17

Icici Prudential Short Term Fund

0.02
3
0.16
16
0.74
18
1.84
2
4.09
2
5.12
2
7.13
4
7.62
1

None

0.02
4
0.17
9
0.78
12
1.43
5
3.13
4
3.48
12
5.42
16
6.72
10

Hdfc Short Term Debt Fund

0.01
5
0.18
7
0.78
10
1.36
11
3.06
9
3.64
9
6.45
6
7.23
4

Uti Short Term Income Fund

0.01
6
0.17
8
0.67
23
1.42
7
2.90
14
4.08
5
7.93
3
5.26
16

Axis Short Term Fund

0.00
7
0.14
22
0.78
13
1.34
12
3.06
8
4.13
4
6.38
8
7.27
3

Tata Short Term Bond Fund

0.00
8
0.17
12
0.76
16
1.16
21
2.72
18
3.47
13
5.86
10
5.58
15

Dsp Short Term Fund

0.00
9
0.17
14
0.77
14
1.17
20
2.71
19
3.35
15
5.57
15
6.60
12

Lic Mf Short Term Debt Fund

0.00
11
0.17
11
0.73
19
1.08
23
2.55
22
2.80
21
5.15
19

Sundaram Short Duration Fund

0.00
11
0.25
1
0.80
9
1.53
3
2.87
16

Sbi Short Term Debt Fund

-0.00
12
0.18
6
0.87
4
1.42
6
2.86
17
3.62
10
5.72
11
6.73
9

Idbi Short Term Bond Fund

-0.00
13
0.21
3
0.82
7
1.36
10
3.12
6
3.18
17
8.70
2
6.88
7

Canara Robeco Short Duration Fund

-0.00
14
0.15
17
0.77
15
1.14
22
2.65
21
3.20
16
5.40
17
6.35
13

Aditya Birla Sun Life Short Term Fund

-0.00
15
0.13
23
0.71
21
1.40
8
3.34
3
4.66
3
6.81
5
7.41
2

Mirae Asset Short Term Fund

-0.00
16
0.17
13
0.73
20
1.23
18
2.91
13
3.67
8
5.69
12

Kotak Bond Short Term Fund

-0.00
17
0.14
21
0.85
5
1.45
4
3.12
5
3.60
11
6.17
9
7.18
5

Invesco India Short Term Fund

-0.00
18
0.17
10
0.76
17
1.24
16
2.68
20
3.15
18
5.59
14
6.61
11

Bank Of India Short Term Income Fund

-0.01
19
0.15
20
7.91
1
8.34
1
9.92
1
27.08
1
9.43
1
3.98
19

Idfc Bond Fund - Short Term Plan

-0.01
20
0.18
5
1.03
2
1.20
19
3.08
7
3.03
19
5.66
13
6.81
8

Pgim India Short Duration Fund

-0.01
21
0.15
18
0.68
22
1.32
13
2.88
15
3.74
7
5.28
18
4.52
18

Mahindra Manulife Short Term Fund

-0.01
22
0.15
19
0.78
11
1.23
17
2.91
12
3.45
14

Indiabulls Short Term Fund

-0.02
23
0.19
4
0.81
8
1.26
15
2.96
11
2.92
20
4.93
20
5.82
14

L&T Short Term Bond Fund

Hsbc Short Duration Fund

Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Sundaram Short Duration Fund

0.20
23

Aditya Birla Sun Life Short Term Opportunities Fund

0.31
3
0.73
5
1.67
4
4.77
5
8.05
3

Axis Short Term Fund

0.29
5
0.67
7
1.45
6
4.28
8
8.01
4

Franklin India Short Term Income Plan

0.31
2
1.28
1
6.64
2
13.00
1
4.18
18

Mirae Asset Short Term Fund

0.26
10
0.54
16
1.15
11
3.89
15

Baroda Short Term Bond Fund

0.32
1
0.66
8
1.08
13
4.26
9
6.92
13

Boi Axa Short Term Income Fund

0.27
7
0.83
2
9.68
1
4.25
11
-3.27
21

Canara Robeco Short Duration Fund

0.23
18
0.54
17
1.02
17
3.46
21
6.98
12

Dsp Short Term Fund

0.25
12
0.56
15
1.05
15
3.80
16
7.33
10

Hdfc Short Term Debt Fund

0.25
13
0.64
10
1.36
7
4.72
6
8.39
1

Hsbc Short Duration Fund

0.25
11
0.57
14
0.92
21
3.62
18
3.20
20

Icici Prudential Short Term Fund

0.31
4
0.62
11
1.72
3
4.47
7
8.21
2

Mahindra Manulife Short Term Fund

0.22
21
0.58
13
1.00
19

Idbi Short Term Bond Fund

0.26
9
0.72
6
1.19
10
10.18
2
6.67
14

Idfc Bond Fund - Short Term Plan

0.25
14
0.61
12
1.06
14
4.13
12
7.82
6

Indiabulls Short Term Fund

0.15
25
0.29
24
0.55
24
2.99
23
4.96
16

Invesco India Short Term Fund

0.24
16
0.52
19
0.81
22
3.52
20
7.31
11

Kotak Bond Short Term Fund

0.21
22
0.49
21
1.01
18
4.25
10
7.84
5

Nippon India Short Term Fund

0.27
8
0.73
4
1.22
9
5.24
4
7.75
7

Pgim India Short Maturity Fund

0.23
20
0.49
22
1.10
12
3.76
17
3.91
19

Sbi Short Term Debt Fund

0.29
6
0.66
9
1.23
8
3.96
13
7.60
8

Tata Short Term Bond Fund

0.24
17
0.51
20
1.04
16
3.58
19
5.81
15

Uti Short Term Income Fund

0.25
15
0.75
3
1.66
5
7.86
3
4.41
17

L&T Short Term Bond Fund

0.23
19
0.54
18
0.95
20
3.93
14
7.57
9

Lic Mf Short Term Debt Fund

0.19
24
0.39
23
0.66
23
3.13
22
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Mahindra Manulife Short Term Fund

0.30
14
0.83
8
1.49
9

Sundaram Short Duration Fund

0.26
24

Aditya Birla Sun Life Short Term Opportunities Fund

0.37
3
0.91
3
2.03
3
5.48
5
8.79
2

Axis Short Term Fund

0.35
4
0.84
5
1.79
5
5.00
10
8.73
5

Franklin India Short Term Income Plan

0.25
25
0.39
24
0.94
24
9.55
2
3.64
20

Mirae Asset Short Term Fund

0.32
7
0.74
13
1.56
8
4.76
11

Baroda Short Term Bond Fund

0.38
1
0.83
7
1.43
13
5.03
9
7.68
13

Boi Axa Short Term Income Fund

0.29
16
0.95
1
9.93
1
4.74
12
-2.73
21

Canara Robeco Short Duration Fund

0.29
19
0.68
20
1.32
17
4.10
23
7.69
12

Dsp Short Term Fund

0.30
13
0.71
16
1.36
16
4.46
18
8.06
11

Hdfc Short Term Debt Fund

0.29
15
0.77
11
1.58
7
5.26
7
8.75
3

Hsbc Short Duration Fund

0.30
11
0.71
17
1.21
20
4.67
13
4.22
19

Icici Prudential Short Term Fund

0.37
2
0.81
9
2.10
2
5.27
6
9.05
1

Idbi Short Term Bond Fund

0.30
10
0.83
6
1.42
15
10.72
1
7.24
14

Idfc Bond Fund - Short Term Plan

0.29
17
0.74
14
1.30
18
4.64
14
8.36
7

Indiabulls Short Term Fund

0.26
23
0.62
23
1.20
21
4.35
21
6.24
16

Invesco India Short Term Fund

0.31
9
0.73
15
1.24
19
4.40
20
8.22
8

Kotak Bond Short Term Fund

0.28
20
0.70
18
1.43
14
5.12
8
8.73
4

Nippon India Short Term Fund

0.34
5
0.93
2
1.62
6
6.11
4
8.57
6

Pgim India Short Maturity Fund

0.29
18
0.69
19
1.48
12
4.55
16
4.74
18

Sbi Short Term Debt Fund

0.33
6
0.78
10
1.48
10
4.48
17
8.14
9

Tata Short Term Bond Fund

0.31
8
0.75
12
1.48
11
4.56
15
6.78
15

Uti Short Term Income Fund

0.30
12
0.91
4
1.97
4
8.45
3
4.94
17

L&T Short Term Bond Fund

0.28
21
0.66
21
1.19
23
4.44
19
8.10
10

Lic Mf Short Term Debt Fund

0.27
22
0.65
22
1.19
22
4.22
22
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Short Term Fund

-0.70
7
-0.51
4
-0.23
2
2.08
18
1.22
12

Axis Short Term Fund

-0.32
1
-0.49
3
-0.27
3
1.73
6
1.05
3

Franklin India Short Term Income Plan

-12.08
23
-13.16
23
-2.63
22
7.47
22
4.79
20

Mirae Asset Short Term Fund

-0.83
10
-0.64
6
-0.47
14
1.63
3
1.08
5

None

-1.02
14
-1.19
17
-0.85
18
1.74
7
1.29
17

Bank Of India Short Term Income Fund

-20.78
24
-19.89
24
-6.83
24
11.99
24
8.69
24

Canara Robeco Short Duration Fund

-0.59
5
-0.69
8
-0.31
6
1.63
4
1.03
2

Dsp Short Term Fund

-0.97
13
-0.69
7
-0.27
4
1.85
11
1.20
9

Hdfc Short Term Debt Fund

-0.50
3
-0.59
5
-0.33
8
1.90
14
1.21
10

Hsbc Short Duration Fund

-2.27
21
-9.84
20
-2.31
20
7.71
23
5.94
22

Icici Prudential Short Term Fund

-0.37
2
-0.27
1
-0.22
1
1.79
9
1.08
4

Idbi Short Term Bond Fund

-2.71
22
-4.09
19
-2.00
19
5.25
19
2.98
19

Idfc Bond Fund - Short Term Plan

-1.18
17
-1.28
18
-0.71
17
1.95
16
1.29
16

Indiabulls Short Term Fund

-1.16
16
-1.09
16
-0.39
11
1.56
2
1.09
6

Invesco India Short Term Fund

-1.52
20
-0.93
13
-0.40
12
2.04
17
1.32
18

Kotak Bond Short Term Fund

-0.89
11
-0.83
11
-0.61
16
1.86
12
1.24
14

Nippon India Short Term Fund

-0.58
4
-0.85
12
-0.33
7
1.72
5
1.16
7

Pgim India Short Duration Fund

-1.21
18
-10.79
21
-2.36
21
6.20
20
5.47
21

Sbi Short Term Debt Fund

-1.34
19
-0.77
10
-0.45
13
1.87
13
1.24
13

Tata Short Term Bond Fund

-0.82
8
-0.76
9
-0.30
5
1.92
15
1.21
11

Uti Short Term Income Fund

-0.82
9
-11.22
22
-3.02
23
6.64
21
5.97
23

L&T Short Term Bond Fund

-0.92
12
-1.07
15
-0.52
15
1.83
10
1.26
15

Lic Mf Short Term Debt Fund

-1.06
15
-0.96
14
-0.35
9
1.77
8
1.18
8

Sundaram Short Duration Fund

-0.69
6
-0.36
2
-0.36
10
0.94
1
0.68
1
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank Value Rank % Rank % Rank % Rank

Aditya Birla Sun Life Short Term Fund

1.04
5
0.74
4
0.64
3
0.39
0.98
6 0.86 8
0.49
13
0.02
5
5.48
7
0.00
5

Axis Short Term Fund

1.17
3
0.81
2
0.63
4
0.40

Franklin India Short Term Income Plan

0.07
18
0.05
18
0.22
20
0.46
6.88
1 -0.38 18
0.00
16
-0.01
17
1.38
17
-0.01
15

Mirae Asset Short Term Fund

0.81
9
0.44
9
0.55
9
0.38
0.19
9 0.77 12
0.92
1
0.01
10
5.96
3
-0.01
11

None

0.60
15
0.26
15
0.50
15
0.44
-0.91
14 0.94 5
0.61
11
0.00
13
5.02
8
-0.01
10

Bank Of India Short Term Income Fund

-0.29
22
-0.09
22
0.03
24
0.53
4.00
3 0.43 16
0.00
17
0.05
2
1.47
16
0.01
4

Canara Robeco Short Duration Fund

0.66
13
0.36
13
0.52
14
0.42
-0.33
12 0.85 9
0.91
3
0.00
11
5.49
6
-0.01
13

Dsp Short Term Fund

0.73
11
0.41
10
0.55
8
0.40

Hdfc Short Term Debt Fund

1.18
2
0.75
3
0.64
2
0.42
0.66
7 0.92 6
0.80
7
0.02
6
5.90
4
0.00
6

Hsbc Short Duration Fund

-0.27
21
-0.09
21
0.12
23
0.53
-7.83
18 1.97 1
0.24
14
-0.00
16
1.27
18
0.03
1

Icici Prudential Short Term Fund

1.37
1
1.05
1
0.69
1
0.39
1.65
5 0.79 11
0.71
9
0.03
4
6.71
1
0.00
7

Idbi Short Term Bond Fund

0.27
17
0.16
17
0.42
17
0.54
6.68
2 0.05 17
0.00
18
0.51
1
2.78
15
0.02
3

Idfc Bond Fund - Short Term Plan

0.82
8
0.45
8
0.55
10
0.42

Indiabulls Short Term Fund

-0.47
23
-0.17
23
0.34
18
0.41
-0.98
16 0.66 14
0.56
12
-0.02
18
3.73
14
-0.03
18

Invesco India Short Term Fund

0.61
14
0.33
14
0.53
13
0.40
-1.52
17 1.06 2
0.91
4
0.00
12
4.50
13
-0.01
14

Kotak Bond Short Term Fund

0.92
6
0.51
6
0.58
6
0.38

Nippon India Short Term Fund

1.08
4
0.62
5
0.59
5
0.39
-0.18
11 0.98 3
0.92
2
0.01
7
6.28
2
-0.00
8

Pgim India Short Duration Fund

-0.22
20
-0.06
20
0.15
22
0.54
0.22
8 0.68 13
0.69
10
0.00
14
5.01
9
-0.01
16

Sbi Short Term Debt Fund

0.87
7
0.48
7
0.57
7
0.39
0.14
10 0.86 7
0.76
8
0.01
8
5.53
5
-0.01
9

Tata Short Term Bond Fund

0.69
12
0.39
12
0.55
11
0.40
-0.75
13 0.96 4
0.88
6
0.01
9
5.00
10
-0.01
12

Uti Short Term Income Fund

-0.03
19
0.00
19
0.20
21
0.55
3.77
4 0.62 15
0.09
15
0.05
3
4.88
11
0.02
2

L&T Short Term Bond Fund

0.78
10
0.40
11
0.54
12
0.43

Lic Mf Short Term Debt Fund

0.44
16
0.22
16
0.48
16
0.40
-0.97
15 0.84 10
0.89
5
-0.00
15
4.67
12
-0.02
17

Sundaram Short Duration Fund

-2.14
24
-0.57
24
0.23
19
0.56

Uti Short Term Income Fund Additional Return Analysis

Uti Short Term Income Fund Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee 1000.05 1001.62 1006.21 1012.63 1025.87 1034.44 1236.90 1258.82
Direct Plan Value of 1000 Rupee 1000.07 1001.74 1006.71 1014.22 1029.04 1040.79 1257.43 1291.94
Fund Information
Fund Launch Date: 25/Jun/2003
Fund Category: Short Duration Fund
Investment Objective: The investment objective of the scheme is to generate reasonable income, with low risk and high level of liquidity from a portfolio of debt & money market instruments. However there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.
Fund Description: UTI Short Term Income Fund is an open ended short term debt scheme investing in instruments such that the Macaulay duration of portfolio is between 1 year and 3 years (Please refer to page no.15 of SID on which the concept of Macaulay duration has been explained).
Fund Benchmark: CRISIL Short Term Bond Fund Index
Source: Fund FactSheet


Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.


For Any Question Join Our Group On Facebook



More Mutual Fund Analysis Article

This post will describe the methodology used for different calculations on this website.

The season of tax-saving has started, those who planned in advance are already investing in tax saving mutual funds. For those who are still waiting and have not identified funds, this article is for them.