Which funds are similar to UTI Short Term Direct-Growth?
Funds similar to UTI Short Term Direct-Growth in the Debt: Short Term category include ICICI Prudential Short Term Fund Direct Plan-Growth, HDFC Short Term Fund Direct Plan-Growth, and Kotak 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 Term Direct-Growth in its category?
On a 3-year return basis UTI Short Term Direct-Growth is ranked 15 out of 25 funds in the Debt: Short Term category as of 6 Sep 2026. On a 5-year return basis it ranks 3 out of 23. 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 Term Direct-Growth's expense ratio compare to similar funds?
UTI Short Term 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 Fund Direct Plan-Growth has 0.40%. 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 Term Direct-Growth's AUM compare to similar funds?
UTI Short Term Direct-Growth has an AUM of ₹2,039.08 crore. The peers ICICI Prudential Short Term Fund Direct Plan-Growth has an AUM of ₹19,402.7 crore and HDFC Short Term Fund Direct Plan-Growth has ₹14,486.1 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 Term?
The top performing fund in the Debt: Short Term category on a 3-year basis is ICICI Prudential Short Term Fund Direct Plan-Growth with a CAGR of 7.91% as of 6 Sep 2026. UTI Short Term Direct-Growth has delivered 7.46% 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 Term Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, UTI Short Term Direct-Growth has a Sharpe ratio of 1.15 compared to the Debt: Short Term average of 1.10 as of 6 Sep 2026. It ranks 10 out of 25 funds in its category on Sharpe ratio.
