Showing Funds Performance since Sep 07, 2020

| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.44 | -0.52 | 265.31 |
| 6M | 3.15 | 1.83 | 195.09 |
| 1Y | 5.84 | 3.75 | 195.09 |
| 3Y | 6.78 | 12.08 | 31.95 |
UTI Ultra Short Duration Fund - Institutional Plan Growth managed by UTI Mutual Fund,is a Ultra Short Term Planscheme with Assets Under Management of ₹3,412 Crore. The fund benchmarks its performance against the NIFTY Ultra Short Duration Debt Index A-I while maintaining an expense ratio of 0.94. Under the expert guidance of Anurag Mittal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Mr. Anurag is a Chartered Accountant & MSc (Finance) from London School of Economics, UK. Previous experience includes 3 years with ICICI Prudential Life Insurance & Bank of America as an analyst.
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Kotak Savings Fund - Growth | 3 | 14,939 CR | 0.83 |
| HSBC Banking and PSU Debt Fund Growth | 2 | 3,817 CR | 0.59 |
| UTI Ultra Short Duration Fund - Institutional Plan Growth | 0 | 3,411 CR | 0.94 |
| Franklin India Ultra Short Bond Fund - Institutional Plan Growth | 0 | 296 CR | 0.66 |
| Franklin India Ultra Short Bond Fund - Super Institutional Growth | 0 | 296 CR | 0.52 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundKotak Savings Fund - Growth | 5.9382 | 21.7043 |
| This FundHSBC Banking and PSU Debt Fund Growth | 4.9913 | 21.7236 |
| This FundUTI Ultra Short Duration Fund - Institutional Plan Growth | 5.8379 | 21.7574 |
| This FundFranklin India Ultra Short Bond Fund - Institutional Plan Growth | 13.6888 | 28.4789 |
| This FundFranklin India Ultra Short Bond Fund - Super Institutional Growth | 13.6886 | 28.6768 |