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This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹2,359 Cr

Lock In Period

N/A

Expense Ratio

0.82

Benchmark

Crisil Short-Term Bond Fund Index

Exit Load

Nil

Summary

Latest details for UTI Short Duration Fund - Retail Plan Growth include a ₹46.4052 NAV as of Apr 16,2026 and returns since inception of 21.97%. Minimum investments start at SIP ₹500. The UTI Short Duration Fund - Retail Plan Growth AUM is ₹2,359 Cr, with a lock-in of N/A years, expense ratio of 0.82%, and benchmark Crisil Short-Term Bond Fund Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.33% returns, against a category average of 1.00% and a category best of 192.10%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.331.00192.10
6M1.841.52192.10
1Y5.315.79192.10
3Y6.8514.48219.54

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2026-03-31
View allocation % by

1. HDFC BANK - 14/12/20264.03%
2. 360 ONE PRIME LTD3.17%
3. INDIAN RAILWAY FINANCE CORPORATION LIMITED3.16%
4. 06.48% Mat- 06/10/20353.06%
5. 07.18% MAT -14/08/20332.13%
6. ADITYA BIRLA RENEWABLES LTD2.12%
7. BAJAJ HOUSING FINANCE LTD2.11%
8. GODREJ SEEDS AND GENETICS LIMITED2.09%
9. 07.80% XIRR PTC- SIDDHIVINAYAK SECURITISATION TRUST-28/09/20302.08%
10. 6.01% MAT - 21/07/20302.06%
11. 6.28% MAT- 14/07/20322.05%
12. CANARA BANK - 02/03/20271.99%
13. NET CURRENT ASSETS1.53%
14. 07.72% BIHAR SGS Mat - 25/02/20411.45%
15. 08.20% PTC- INDIA UNIVERSAL TRUST AL1-SERIES A31.14%
16. 7.02% IGB GS MAT - 18/06/20311.06%
17. SUMMIT DIGITEL INFRASTRUCTURE LTD1.06%
18. 7.99% HARYANA SGS - 30/03/20441.06%
19. 08.12% PTC - INDIA UNIVERSAL TRUST AL1 - SERIES-A20.50%
20. 7.47% KARNATAKA SGS Mat - 25/08/20360.47%
21. 6.79% GOVT BONDS - 07/10/20340.42%
22. CORPORATE DEBT MARKET DEVT FUND - A2 UNITS0.38%
23. 08.02% PTC - INDIA UNIVERSAL TRUST AL1-SERIES A10.13%
24. CLEARING CORPORATION OF INDIA LTD. STD - MARGIN0.02%
25. 8.19% RAJASTHAN SPL SDL -23/06/20260.00%

1. EXPORT IMPORT BANK OF INDIA8.39%
2. NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT6.29%

1. SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA8.41%
2. NATIONAL HOUSING BANK2.12%

1. LIC HOUSING FINANCE LTD.9.58%

1. PIRAMAL FINANCE LIMITED5.29%
2. KOTAK MAHINDRA PRIME LTD.1.06%
3. 7.57% UTTARPRADESH SGS Mat - 04/02/20361.05%
4. 7.54% MAHARASHTRA SGS Mat - 04/02/20371.04%
5. JM FINANCIAL SERVICES LTD.0.99%

1. POONAWALLA FINCORP LTD.4.23%
2. BAJAJ FINANCE LTD.2.10%
3. MUTHOOT FINANCE LTD0.08%

1. REC LTD3.22%
2. POWER FINANCE CORPORATION LTD.2.12%

1. BHARTI TELECOM LTD.2.10%

1. VEDANTA LTD2.03%

1. EMBASSY OFFICE PARKS REIT0.63%

About Fund

UTI Short Duration Fund - Retail Plan Growth managed by UTI Mutual Fund,is a Short Duration Fundsscheme with Assets Under Management of ₹2,359 Crore. The fund benchmarks its performance against the Crisil Short-Term Bond Fund Index while maintaining an expense ratio of 0.82. 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.

Fund Managers

Abhishek Sonthalia

Mr. Abhishek Sonthalia has done B. Com, Management Programme from NITIE and CFA Charter holder. Prior to joining Tata Mutual Fund, he has worked with CRISIL Ltd. and TCS.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundDSP Short Term Fund Growth22902.59 CR0.9
This FundInvesco India Short Duration Fund Growth1711.57 CR1.05
This FundUTI Short Duration Fund - Retail Plan Growth02359.31 CR0.82
This FundICICI Prudential Short Term Fund Growth420688.43 CR1.06
This FundFranklin India Short Term Income Plan Growth036.54 CR1.53
Fund Name1Y3Y
This FundDSP Short Term Fund Growth5.027421.7004
This FundInvesco India Short Duration Fund Growth5.238621.9452
This FundUTI Short Duration Fund - Retail Plan Growth5.309721.974
This FundICICI Prudential Short Term Fund Growth6.083224.0726
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 0.82. 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 : 0.33%
  • 6 Months : 1.84%
  • 1 Year : 5.31%
  • 3 Years : 6.85%
Returns of UTI Short Duration Fund - Retail Plan Growth are updated daily based on NAV of ₹ 46.4052 as on Apr 16,2026. Since inception, the return has been 21.97%.

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 ₹2,359 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