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UTI Short Duration Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

UTI Short Duration Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹2,111 Cr

Lock In Period

N/A

Expense Ratio

0.83

Exit Load

Nil

Benchmark

Crisil Short-Term Bond Fund Index

UTI Short Duration Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.630.81192.10
6M2.862.10192.10
1Y5.275.00192.10
3Y7.1214.77219.54

Portfolio Analysis

  • Equity:
  • Debt: 99.58%
  • Others
As on: 2026-06-15
View allocation % by

1. AXIS BANK - 07/12/20264.58%
2. HDFC BANK - 14/12/20264.57%
3. INDIAN RAILWAY FINANCE CORPORATION LIMITED3.56%
4. 360 ONE PRIME LTD3.54%
5. BAJAJ HOUSING FINANCE LTD3.53%
6. NET CURRENT ASSETS3.20%
7. 07.18% MAT -14/08/20332.42%
8. 06.94% Mat- 11/05/20362.38%
9. ADITYA BIRLA RENEWABLES LTD2.38%
10. 6.01% MAT - 21/07/20302.34%
11. 07.80% XIRR PTC- SIDDHIVINAYAK SECURITISATION TRUST-28/09/20302.33%
12. 6.28% MAT- 14/07/20322.33%
13. INDUS IND BANK - 07/12/20262.28%
14. 08.20% PTC- INDIA UNIVERSAL TRUST AL1-SERIES A31.26%
15. 7.02% IGB GS MAT - 18/06/20311.21%
16. SUMMIT DIGITEL INFRASTRUCTURE LTD1.18%
17. 06.48% Mat- 06/10/20351.15%
18. 08.12% PTC - INDIA UNIVERSAL TRUST AL1 - SERIES-A20.54%
19. 7.47% KARNATAKA SGS Mat - 25/08/20360.53%
20. 6.79% GOVT BONDS - 07/10/20340.47%
21. 07.72% BIHAR SGS Mat - 25/02/20410.47%
22. 08.02% PTC - INDIA UNIVERSAL TRUST AL1-SERIES A10.01%
23. CLEARING CORPORATION OF INDIA LTD. STD - MARGIN0.01%
24. 8.19% RAJASTHAN SPL SDL -23/06/20260.00%

1. EXPORT IMPORT BANK OF INDIA8.28%
2. NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT5.94%

1. REC LTD5.99%
2. POWER FINANCE CORPORATION LTD.2.39%

1. POONAWALLA FINCORP LTD.4.72%
2. BAJAJ FINANCE LTD.3.52%

1. PIRAMAL FINANCE LIMITED5.21%
2. 7.57% UTTARPRADESH SGS Mat - 04/02/20361.18%
3. 7.54% MAHARASHTRA SGS Mat - 04/02/20371.18%

1. NATIONAL HOUSING BANK2.38%
2. SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA2.37%

1. VEDANTA LTD4.66%

1. LIC HOUSING FINANCE LTD.2.43%

1. BHARTI TELECOM LTD.2.35%

1. EMBASSY OFFICE PARKS REIT0.71%

About Fund UTI Short Duration Fund Growth

UTI Short Duration Fund Growth managed by UTI Mutual Fund,is a Short Duration Fundsscheme with Assets Under Management of ₹2,111 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.

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
Invesco India Short Duration Fund Growth1722.34 CR0.99
Sundaram Short Duration Fund Growth0188.89 CR0.8
UTI Short Duration Fund Growth32111.48 CR0.83
ICICI Prudential Short Term Fund Growth419456.8 CR1.04
Franklin India Short Term Income Plan Growth036.54 CR1.53
Fund Name1Y3Y
This FundInvesco India Short Duration Fund Growth5.144122.6333
This FundSundaram Short Duration Fund Growth5.220422.6605
This FundUTI Short Duration Fund Growth5.269922.9285
This FundICICI Prudential Short Term Fund Growth6.151124.3899
This FundFranklin India Short Term Income Plan Growth192.0971219.539

UTI Short Duration Fund Growth FAQs

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

UTI Short Duration Fund Growth’s fund performance is as follows:
  • 1 Month : 1.63%
  • 6 Months : 2.86%
  • 1 Year : 5.27%
  • 3 Years : 7.12%
Returns of UTI Short Duration Fund Growth are updated daily based on NAV of ₹ 33.5644 as on Jul 03,2026. Since inception, the return has been 22.93%.

You can invest in UTI Short Duration Fund 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 Growth is ₹2,111 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in UTI Short Duration Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.