UTI Short Duration Fund
Direct · Growth ₹36.06
18 Aug 2026
NAV
7.1%
3Y CAGR
6.8%
5Y CAGR
7.0%
10Y CAGR
7.0%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
2.20
Sharpe
-13.2%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.36%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.44 L | 7.4% | -18.8% | 15.3% |
| 3 Years | ₹36.00 L | ₹39.99 L | 7.0% | -2.5% | 11.3% |
| 5 Years | ₹60.00 L | ₹71.05 L | 6.6% | 2.0% | 9.1% |
| 7 Years | ₹84.00 L | ₹1.04 Cr | 6.5% | 4.7% | 7.8% |
| 10 Years | ₹1.20 Cr | ₹1.69 Cr | 6.7% | 6.4% | 7.1% |
| 12 Years | ₹1.44 Cr | ₹2.21 Cr | 7.0% | 6.7% | 7.2% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 7.4% | 7.5% |
| 3 Years | 7.0% | 7.5% |
| 5 Years | 6.6% | 7.1% |
| 7 Years | 6.5% | 7.1% |
| 10 Years | 6.7% | 7.1% |
| 12 Years | 7.0% | 7.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 7.4% | 8.3% | -6.2% | 13.2% | 0.25 | 0.33 | 92% | — | — |
| 3 Years | 7.1% | 7.7% | 2.6% | 10.9% | 0.29 | 0.46 | 100% | — | — |
| 5 Years | 6.8% | 6.1% | 5.1% | 9.4% | 0.19 | 0.38 | 100% | — | — |
| 10 Years | 7.0% | 7.0% | 6.5% | 7.5% | 2.20 | 334.86 | 100% | — | — |
-13.2%
Max Drawdown
0 mo
Drawdown Duration
13 mo
Recovery Time
-0.6%
Avg Drawdown
Calmar Ratio by Duration
0.56
1Y
0.54
3Y
0.51
5Y
0.50
7Y
0.53
10Y
0.56
12Y