Moneycontrol

Markets

  • Sensex
    35689.60
    257.21 (0.73%)
  • Nifty
    10821.85
    80.75 (0.75%)
you are here: Moneycontrol Mutual Funds Ultra Short Term Debt UTI Mutual Fund UTI Ultra Short Term Fund - Institutional Plan (WD)

UTI Ultra Short Term Fund - Institutional Plan (WD)

Previous Name:
Plan: Institutional Plan | Option: Dividend | Type : Open-Ended
Buy
1,073.693 0.28 ( 0.03 %)
NAV as on 11 Sep, 2014
Crisil MF Rank
Riskometer
MODERATELY LOW
FUND Family
Success
Alert
Please select a Day.
Info

Not Ranked

The scheme is Not Ranked in Ultra Short Term Debt category by Crisil (for quarter ended Mar 2018 ) from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

UTI Floating Rate Fund - Stort Term Plan has been renamed as UTI Ultra Short Term Fund w.e.f. May 03, 2018

Chart

  • Benchmark Index

  • View Historic Graph

No record found
Returns (NAV as on Sep 11, 2014)
Period Returns(%) Rank#
1 Month 0.3 35
3 Months 1.6 34
6 Months 3.0 33
1 Year 6.6 36
2 Years 7.5 32
3 Years 7.9 44
5 Years 8.3 50

# Moneycontrol Rank within 157 Ultra Short Term Debt Schemes

*Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 -0.1 2.1 1.5 - 3.8
2013 -0.7 0.3 0.7 0.1 0.6
2012 0.2 0.1 0.1 1.3 1.4
2011 0.1 857.2 0.0 0.1 0.1
2010 0.0 0.0 0.0 1.3 1.4

View where it stands within its peers

Return Calculator SIP Calculator

Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 0.3 1.6 3 6.6 6.6 7.5 7.9
Category average 0.7 1.4 2.9 5.9 6.8 7.2 7.4
Difference of Fund returns and Category returns -0.4 0.2 0.1 0.7 -0.2 0.3 0.5
Best of Category 0.9 1.9 3.8 7.7 8.6 9 9.4
Worst of Category 0.3 0.1 0.2 3.6 5.1 3.9 5.8
Benchmark returns # 0 0 0 0 0 0 0
Difference of Fund returns and Benchmark returns 0 0 0 0 0 0 0

Investment Information

Investment Objective

The investment objective of the scheme is to generate reasonable income with low volatility through investment in a portfolio comprising 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.

Registrars
  • Fund Type:

    Open-Ended

  • Investment Plan:

    Dividend

  • Launch Date:

    Mar 07, 0009

  • Benchmark:

  • Asset size (Rs Cr):

    11.09 ( Sep 30, 2014 )

  • Asset Date:

    Sep 30, 2014

  • Minimum Investment:

    Rs.5000

  • Last Dividend:

    Rs.5.31 View Dividend History

  • Bonus:

    N.A.

  • Fund Manager:

    Sudhir Agrawal / Ritesh Nambiar
    View performance of schemes managed by the Fund Manager

  • Notes:

    UTI Floating Rate Fund - Stort Term Plan has been renamed as UTI Ultra Short Term Fund w.e.f. May 03, 2018

Load Details
  • Entry Load:

    N.A

  • Exit Load:

    0

  • Load Comments:

    Exit load 0.75% if the investment made on or after 2 June 2010 is redeemed on or before 15 days from the date of acceptance.

Contact Details
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
UTI Treasury Advantage Fund - Retail Plan (G) 38.38 4418.8 1.4 2.9 5.9 7.3 7.9
HDFC Low Duration Fund - Retail Plan (G) 8,998.17 37 1.2 2.7 5.6 7.1 7.6
Reliance Low Duration Fund - Retail Plan (G) 93.33 2332.9 1.4 3.0 5.8 7.0 7.8
Reliance Low Duration Fund (G) 7,004.76 2423.7 1.5 3.2 6.3 7.5 8.2
ICICI Prudential Savings Fund - Retail Plan (G) 33.67 193.6 1.3 2.8 5.6 7.1 7.7
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Sep 30, 2014
Company Sector Value %Assets
No Holdings Data Available
Asset Allocation (%) As on Sep 30, 2014
Equity 0.00
Others 0.00
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 0.00
Sector Allocation (%) As on Sep 30, 2014
Sector %
No Sector Allocation Data Available
Concentration As on Sep 30, 2014
Holdings %
Top 5 0
Top 10 0
Sectors %
Top 3 0
News & Videos
Forum | Add a comment...

See More

What`s Your Opinion

Will you invest in a IT-dedicated Mutual Fund scheme?

  • Yes
  • No

Submit

See More

Last Visited
Sections
Follow us on
Available On