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UTI Short Duration Fund - Retail Plan Growth Return

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

UTI Short Duration Fund - Retail Plan Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹2,106 Cr

Lock In Period

N/A

Expense Ratio

0.83

Exit Load

Nil

Benchmark

Crisil Short-Term Bond Fund Index

UTI Short Duration Fund - Retail Plan Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.570.01192.10
6M2.972.41192.10
1Y4.854.13192.10
3Y6.7912.70219.54

Portfolio Analysis

  • Equity:
  • Debt: 99.56%
  • Others
As on: 2026-07-15
View allocation % by

About Fund UTI Short Duration Fund - Retail Plan Growth

UTI Short Duration Fund - Retail Plan Growth managed by UTI Mutual Fund,is a Short Duration Fundsscheme with Assets Under Management of ₹2,106 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 Anurag Mittal ,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

Anurag Mittal

Mr. Anurag is a Chartered Accountant & MSc (Finance) from London School of Economics, UK. Previous experience includes 3 years with ICICI Prudential Life Insurance & Bank of America as an analyst.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Invesco India Short Duration Fund - Plan B Growth0725 CR1.07
Kotak Bond Short Term Fund (G) - Growth414,481 CR1.12
UTI Short Duration Fund - Retail Plan Growth02,105 CR0.83
HDFC Short Term Debt Fund - Growth415,120 CR0.71
Franklin India Short Term Income Plan Growth036 CR1.53
Fund Name1Y3Y
This FundInvesco India Short Duration Fund - Plan B Growth4.377521.5864
This FundKotak Bond Short Term Fund (G) - Growth4.511521.6969
This FundUTI Short Duration Fund - Retail Plan Growth4.850521.7779
This FundHDFC Short Term Debt Fund - Growth5.272723.6513
This FundFranklin India Short Term Income Plan Growth192.0971219.539

UTI Short Duration Fund - Retail Plan Growth 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 : 0.57%
  • 6 Months : 2.97%
  • 1 Year : 4.85%
  • 3 Years : 6.79%
Returns of UTI Short Duration Fund - Retail Plan Growth are updated daily based on NAV of ₹ 47.2417 as on Jul 24,2026. Since inception, the return has been 21.78%.

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 ₹2,106 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.