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)

₹2,039 Cr

Lock In Period

N/A

Expense Ratio

0.84

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(%)
1M0.570.80192.10
6M2.953.12192.10
1Y5.555.93192.10
3Y6.9415.87219.54

Portfolio Analysis

  • Equity:
  • Debt: 99.55%
  • Others
As on: 2026-07-31
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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 ₹2,039 Crore. The fund benchmarks its performance against the Crisil Short-Term Bond Fund Index while maintaining an expense ratio of 0.84. 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
Kotak Bond Short Term Fund (G) - Growth414,291 CR1.12
Invesco India Short Duration Fund - Plan B Growth0637 CR1.07
UTI Short Duration Fund - Retail Plan Growth02,039 CR0.84
Edelweiss CRISIL IBX 50 50 Gilt Plus SDL April 2037 Index Fund Growth0899 CR0.46
Franklin India Short Term Income Plan Growth036 CR1.53
Fund Name1Y3Y
This FundKotak Bond Short Term Fund (G) - Growth5.317722.1635
This FundInvesco India Short Duration Fund - Plan B Growth5.098322.175
This FundUTI Short Duration Fund - Retail Plan Growth5.551422.2932
This FundEdelweiss CRISIL IBX 50 50 Gilt Plus SDL April 2037 Index Fund Growth5.209124.2779
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 0.84. 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 : 2.95%
  • 1 Year : 5.55%
  • 3 Years : 6.94%
Returns of UTI Short Duration Fund - Retail Plan Growth are updated daily based on NAV of ₹ 47.513 as on Aug 14,2026. Since inception, the return has been 22.29%.

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 ₹2,039 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.