UTI
UTI-Short Term FMP Sr-II -I ( 91D ) - Institutional Dividend Option
Returns matrix
Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).
| Window | Fund | Category avg | +/− vs avg | Rank | Quartile |
|---|---|---|---|---|---|
| 1D | +0.00% | +6.99% | -6.99 | 494 / 763 | Q3 |
| 1W | -2.43% | +6.38% | -8.81 | 554 / 722 | Q4 |
| 2W | -2.22% | +6.63% | -8.85 | 555 / 725 | Q4 |
| 1M | -1.79% | +6.29% | -8.08 | 569 / 752 | Q4 |
| 3M | -0.05% | +7.87% | -7.91 | 450 / 728 | Q3 |
| 6M | — | — | — | — | — |
| YTD | -1.77% | +8.47% | -10.24 | 533 / 666 | Q4 |
| 1Y | — | — | — | — | — |
| 2Y | — | — | — | — | — |
| 3Y | — | — | — | — | — |
| 4Y | — | — | — | — | — |
| 5Y | — | — | — | — | — |
| 7Y | — | — | — | — | — |
| 10Y | — | — | — | — | — |
| Inception | -0.05% | -3.28% | +3.24 | 501 / 797 | Q3 |
Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%
Calendar-year returns
Full-year performance vs category average. Current year is partial (year-to-date).
| Year | Fund | Category avg | +/− vs avg | Rank |
|---|---|---|---|---|
| 2009 YTD | -1.77% | -0.31% | -1.46 | 396 / 482 |
| 2008 | — | — | — | — |
Recent NAVs
| Date | NAV |
|---|---|
| 2 Feb 2009 | ₹10.0000 |
| 30 Jan 2009 | ₹10.2578 |
| 29 Jan 2009 | ₹10.2549 |
| 28 Jan 2009 | ₹10.2521 |
| 27 Jan 2009 | ₹10.2493 |
| 23 Jan 2009 | ₹10.2380 |
| 22 Jan 2009 | ₹10.2352 |
| 21 Jan 2009 | ₹10.2324 |
| 20 Jan 2009 | ₹10.2296 |
| 19 Jan 2009 | ₹10.2267 |
Frequently asked questions
These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.
- time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ years
- primary goal is capital preservation or steady accrual, not high growth
- tax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.
More from UTI
- Tata Floating Short Term Institutional Plan (Growth)
- UTI - BSE Sensex Next 50 Exchange Traded Fund
- UTI - Credit Risk Fund (Segregated - 06032020) - Direct Plan - Annual Dividend Option
- UTI - Credit Risk Fund (Segregated - 06032020) - Direct Plan - Flexi Dividend Option
- UTI - Credit Risk Fund (Segregated - 06032020) - Direct Plan - Growth Option
- UTI - Credit Risk Fund (Segregated - 06032020) - Direct Plan - Half Yearly Dividend Option
- UTI - Credit Risk Fund (Segregated - 06032020) - Direct Plan - Monthly Dividend Option
- UTI - Credit Risk Fund (Segregated - 06032020) - Direct Plan - Quarterly Dividend Option