UTI Ultra Short Duration Fund
Direct · Growth ₹4881.65
05 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.
2.34
Sharpe
-3.6%
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.
NA
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 | ₹12.40 L | 7.3% | 0.2% | 10.8% |
| 3 Years | ₹36.00 L | ₹39.85 L | 7.0% | 4.7% | 9.7% |
| 5 Years | ₹60.00 L | ₹70.35 L | 6.7% | 5.2% | 8.8% |
| 7 Years | ₹84.00 L | ₹1.05 Cr | 6.4% | 5.8% | 7.3% |
| 10 Years | ₹1.20 Cr | ₹1.67 Cr | 6.6% | 6.5% | 6.7% |
| 12 Years | ₹1.44 Cr | ₹2.19 Cr | 6.8% | 6.7% | 6.9% |
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 | 7.3% | 19.7% |
| 3 Years | 7.0% | 6.9% |
| 5 Years | 6.7% | 6.7% |
| 7 Years | 6.4% | 6.5% |
| 10 Years | 6.6% | 6.5% |
| 12 Years | 6.8% | 6.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 7.3% | 7.4% | 2.5% | 10.5% | 0.48 | 0.91 | 100% | — | — |
| 3 Years | 7.1% | 6.8% | 4.8% | 9.8% | 0.43 | 1.17 | 100% | — | — |
| 5 Years | 6.8% | 6.7% | 5.7% | 9.1% | 0.35 | 0.91 | 100% | — | — |
| 10 Years | 7.0% | 7.0% | 6.6% | 7.4% | 2.34 | — | 100% | — | — |
-3.6%
Max Drawdown
0 mo
Drawdown Duration
6 mo
Recovery Time
-0.1%
Avg Drawdown
Calmar Ratio by Duration
2.03
1Y
1.97
3Y
1.90
5Y
1.86
7Y
1.94
10Y
2.01
12Y