3 Year return
7.16%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Moderate Risk
Asset Under Management
₹2139.5 Cr.
Expense Ratio
0.37% (inclusive of GST)
Exit Load
Nil
Tax Implications
Tax on gains as per your income tax bracket
Fund Holdings
UTI Mutual Fund Managers
RN
Ritesh Nambiar
Fund Manager since Jul 2012
Fund House Details
UTI Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
|
Funds
|
3 Y Returns
|
ARQ Rating
|
|---|---|---|
|
ICICI Prudential Ultra Short Term Fund |
6.38% |
5 |
|
Aditya Birla Sun Life Savings Fund |
6.28% |
5 |
|
Axis Ultra Short Term Fund |
6.37% |
2 |
Schemes by UTI Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan IDCW Payout
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan IDCW Reinvestment
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan Growth
Hybrid . Arbitrage Fund
UTI Arbitrage Fund Direct Plan IDCW Payout
Hybrid . Arbitrage Fund
UTI Arbitrage Fund Direct Plan Growth
About UTI Ultra Short Term Fund Direct Plan Growth
UTI Ultra Short Term Fund Direct Growth, offered by UTI Mutual Fund, presents a strategic investment opportunity. As an accrual-oriented income fund, it embraces a diversified portfolio encompassing debt and money market instruments. It positions itself advantageously to seize yield fluctuations at the shorter end of the yield curve. This is achieved by meticulously managing its portfolio duration, which typically ranges from 3 to 6 months. Furthermore, the fund places significant emphasis on upholding a high degree of liquidity, thereby allowing for quick and efficient adjustments in response to market dynamics.
Investment Objective of the Scheme
UTI Ultra Short Term Fund Direct Plan Growth seeks to strike a harmonious balance between generating reasonable income and minimising volatility. This is accomplished through strategic investments in a well-structured portfolio composed of debt and money market instruments. The fund aims to cater to investors who are inclined towards stable returns while maintaining a cautious approach to risk management.
Key Features of The Fund
| 5-year return | 6.56% |
| Expense Ratio | 0.37% |
| Fund Manager | Ritesh Nambiar |
| Fund Size | ₹2139.5 Cr |
| Risk Profile | Moderate |
Is This Scheme Right for Me?
This scheme holds appeal for a diverse set of investors. Those in search of reasonable returns coupled with liquidity in the short term would find UTI Ultra Short Term Fund Direct Plan Growth intriguing. It particularly suits conservative investors with a horizon of 3 months and beyond. Moreover, individuals exploring alternatives to traditional fixed-income avenues like bank deposits and bonds would find this fund aligning with their objectives. As with any investment decision, potential investors are encouraged to carefully evaluate their financial goals and consult with financial advisors to ensure that the scheme aligns with their unique circumstances.
AMC Contact Details
| Name | UTI Mutual Fund |
| Launch Date | January 2003 |
| Addresss | First Floor, Unit No. 2, Block ‘B’, JVPD Scheme, Gulmohar Cross Road No. 9, Andheri (West), Mumbai – 400049. |
| Contact | 1800 266 1230 (+91) 022 6227 8000 022 – 68990800 |
| service@uti.co.in | |
| Website | https://www.utimf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
What is today's NAV of UTI Ultra Short Duration Fund?
What is the AUM of UTI Ultra Short Duration Fund?
What is the expense ratio of UTI Ultra Short Duration Fund?
What are the returns of UTI Ultra Short Duration Fund since inception?
What is the minimum SIP amount to invest in UTI Ultra Short Duration Fund?
How do I invest in UTI Ultra Short Duration Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in UTI Ultra Short Duration Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in UTI Ultra Short Duration Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in UTI Ultra Short Duration Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
