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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹3,166 Cr

Lock In Period

N/A

Expense Ratio

0.83

Benchmark

Crisil Short-Term Bond Fund Index

Exit Load

Nil

Summary

Latest details for UTI Short Duration Fund - Retail Plan Growth include a ₹46.2668 NAV as of Mar 02,2026 and returns since inception of 23.14%. Minimum investments start at SIP ₹500. The UTI Short Duration Fund - Retail Plan Growth AUM is ₹3,166 Cr, with a lock-in of N/A years, expense ratio of 0.83%, and benchmark Crisil Short-Term Bond Fund Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.78% returns, against a category average of 0.58% and a category best of 192.10%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.780.58192.10
6M2.663.00192.10
1Y7.088.06192.10
3Y7.1918.31219.54

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2026-02-15
View allocation % by

1. NET CURRENT ASSETS10.80%
2. 06.48% Mat- 06/10/20353.11%
3. UNION BANK OF INDIA - 20/05/20263.10%
4. HDFC BANK - 14/12/20262.99%
5. INDIAN RAILWAY FINANCE CORPORATION LIMITED2.38%
6. 360 ONE PRIME LTD2.37%
7. 6.79% GOVT BONDS - 07/10/20342.22%
8. 07.18% MAT -14/08/20331.63%
9. ADITYA BIRLA RENEWABLES LTD1.59%
10. BAJAJ HOUSING FINANCE LTD1.58%
11. GODREJ SEEDS AND GENETICS LIMITED1.58%
12. 07.80% XIRR PTC- SIDDHIVINAYAK SECURITISATION TRUST-28/09/20301.58%
13. 6.01% MAT - 21/07/20301.56%
14. 6.28% MAT- 14/07/20321.56%
15. 08.20% PTC- INDIA UNIVERSAL TRUST AL1-SERIES A30.87%
16. 7.02% IGB GS MAT - 18/06/20310.81%
17. MANKIND PHARMA LTD0.80%
18. SUMMIT DIGITEL INFRASTRUCTURE LTD0.80%
19. 08.12% PTC - INDIA UNIVERSAL TRUST AL1 - SERIES-A20.38%
20. CORPORATE DEBT MARKET DEVT FUND - A2 UNITS0.29%
21. 08.02% PTC - INDIA UNIVERSAL TRUST AL1-SERIES A10.19%
22. CLEARING CORPORATION OF INDIA LTD. STD - MARGIN0.01%
23. 8.19% RAJASTHAN SPL SDL -23/06/20260.00%

1. EXPORT IMPORT BANK OF INDIA6.34%
2. NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT5.54%

1. REC LTD5.61%
2. POWER FINANCE CORPORATION LTD.4.78%

1. SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA4.76%
2. NATIONAL HOUSING BANK3.19%

1. LIC HOUSING FINANCE LTD.7.23%

1. PIRAMAL FINANCE LIMITED3.96%
2. KOTAK MAHINDRA PRIME LTD.2.39%
3. JM FINANCIAL SERVICES LTD.0.73%

1. POONAWALLA FINCORP LTD.3.16%
2. MUTHOOT FINANCE LTD1.80%
3. BAJAJ FINANCE LTD.1.58%

1. TATA COMMUNICATIONS LTD.3.13%

1. BHARTI TELECOM LTD.1.57%

1. GODREJ INDUSTRIES LTD.0.80%

1. TORRENT PHARMACEUTICALS LTD.0.76%

1. EMBASSY OFFICE PARKS REIT0.47%

About Fund

UTI Short Duration Fund - Retail Plan Growth managed by UTI Mutual Fund,is a Short Duration Fundsscheme with Assets Under Management of ₹3,166 Crore. The fund benchmarks its performance against the Crisil Short-Term Bond Fund Index while maintaining an expense ratio of 0.83. Under the expert guidance of Abhishek Sonthalia ,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.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundMirae Asset Short Duration Fund Growth2559.39 CR1.08
This FundInvesco India Short Duration Fund - Plan B Growth11063.16 CR1.05
This FundUTI Short Duration Fund - Retail Plan Growth43166.01 CR0.83
This FundHDFC Short Term Debt Fund - Growth417289.31 CR0.7
This FundFranklin India Short Term Income Plan Growth036.54 CR1.53
Fund Name1Y3Y
This FundMirae Asset Short Duration Fund Growth6.883522.7753
This FundInvesco India Short Duration Fund - Plan B Growth6.854222.9585
This FundUTI Short Duration Fund - Retail Plan Growth7.078723.145
This FundHDFC Short Term Debt Fund - Growth7.552425.1235
This FundFranklin India Short Term Income Plan Growth192.0971219.539

FAQs

UTI Short Duration Fund - Retail Plan Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of UTI Short Duration Fund - Retail Plan Growth is 0.83. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI Short Duration Fund - Retail Plan Growth’s fund performance is as follows:
  • 1 Month : 0.78%
  • 6 Months : 2.66%
  • 1 Year : 7.08%
  • 3 Years : 7.19%
Returns of UTI Short Duration Fund - Retail Plan Growth are updated daily based on NAV of ₹ 46.2668 as on Mar 02,2026. Since inception, the return has been 23.14%.

You can invest in UTI Short Duration Fund - Retail Plan Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of UTI Short Duration Fund - Retail Plan Growth is ₹3,166 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in UTI Short Duration Fund - Retail Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500