Funds similar to UTI Short Duration Direct-Growth in the Debt: Short Duration category include ICICI Prudential Short Term Fund Direct Plan-Growth, HDFC Short Term Debt Fund Direct Plan-Growth, and Kotak Bond Short Term Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

What is the rank of UTI Short Duration Direct-Growth in its category?

On a 3-year return basis UTI Short Duration Direct-Growth is ranked 15 out of 25 funds in the Debt: Short Duration category as of 16 Jul 2026. On a 5-year return basis it ranks 3 out of 22. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.

How does UTI Short Duration Direct-Growth's expense ratio compare to similar funds?

UTI Short Duration Direct-Growth has an expense ratio of 0.41%. The peers ICICI Prudential Short Term Fund Direct Plan-Growth has an expense ratio of 0.45% and HDFC Short Term Debt Fund Direct Plan-Growth has 0.39%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

How does UTI Short Duration Direct-Growth's AUM compare to similar funds?

UTI Short Duration Direct-Growth has an AUM of ₹2,128.38 crore. The peers ICICI Prudential Short Term Fund Direct Plan-Growth has an AUM of ₹19,174.7 crore and HDFC Short Term Debt Fund Direct Plan-Growth has ₹15,008.3 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

Which fund has the best 3-year returns in the Debt: Short Duration?

The top performing fund in the Debt: Short Duration category on a 3-year basis is ICICI Prudential Short Term Fund Direct Plan-Growth with a CAGR of 7.99% as of 16 Jul 2026. UTI Short Duration Direct-Growth has delivered 7.49% CAGR over the same period, ranking 15 out of 25 funds. You can view and compare the full category ranking on sharpely.

How does UTI Short Duration Direct-Growth rank in risk-adjusted returns vs peers?

On a risk-adjusted basis, UTI Short Duration Direct-Growth has a Sharpe ratio of 1.24 compared to the Debt: Short Duration average of 1.18 as of 16 Jul 2026. It ranks 9 out of 25 funds in its category on Sharpe ratio.