UTI Short Term Fund - Retail Plan Growth Return

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

UTI Short Term Fund - Retail Plan Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹2,030 Cr

Lock In Period

N/A

Expense Ratio

0.84

Exit Load

Nil

Benchmark

Crisil Short-Term Bond Fund Index

UTI Short Term Fund - Retail Plan Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.160.28192.10
6M2.483.02192.10
1Y5.215.53192.10
3Y6.7515.22219.54

Portfolio Analysis

  • Equity:
  • Debt: 99.54%
  • Others
As on: 2026-08-15
View allocation % by

1. 360 ONE PRIME LTD4.43%
2. BAJAJ HOUSING FINANCE LTD3.68%
3. NET CURRENT ASSETS3.61%
4. 07.18% MAT -14/08/20332.54%
5. 6.28% MAT- 14/07/20322.44%
6. 07.80% XIRR PTC- SIDDHIVINAYAK SECURITISATION TRUST-28/09/20302.42%
7. AXIS BANK - 07/12/20262.41%
8. INDUS IND BANK - 07/12/20262.41%
9. 08.20% PTC- INDIA UNIVERSAL TRUST AL1-SERIES A31.28%
10. SUMMIT DIGITEL INFRASTRUCTURE LTD1.23%
11. 06.48% Mat- 06/10/20351.21%
12. 7.47% KARNATAKA SGS Mat - 25/08/20360.56%
13. 07.72% BIHAR SGS Mat - 25/02/20410.50%
14. 6.79% GOVT BONDS - 07/10/20340.50%
15. 08.12% PTC - INDIA UNIVERSAL TRUST AL1 - SERIES-A20.43%

1. NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT8.64%
2. EXPORT IMPORT BANK OF INDIA8.63%

1. REC LTD8.70%
2. INDIAN RAILWAY FINANCE CORPORATION LIMITED3.71%
3. POWER FINANCE CORPORATION LTD.2.50%

1. SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA8.63%
2. NATIONAL HOUSING BANK2.47%

1. PIRAMAL FINANCE LIMITED4.70%
2. 7.54% MAHARASHTRA SGS Mat - 04/02/20371.24%
3. 7.57% UTTARPRADESH SGS Mat - 04/02/20361.24%

1. LIC HOUSING FINANCE LTD.6.24%

1. POONAWALLA FINCORP LTD.4.91%
2. BAJAJ FINANCE LTD.1.22%

1. VEDANTA LTD4.86%

1. BHARTI TELECOM LTD.2.20%
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About Fund UTI Short Term Fund - Retail Plan Growth

UTI Short Term Fund - Retail Plan Growth managed by UTI Mutual Fund,is a Short Duration Fundsscheme with Assets Under Management of ₹2,030 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 Short Term Fund (G) - Growth414,494 CR1.12
Invesco India Short Term Fund Growth1753 CR1.07
UTI Short Term Fund - Retail Plan Growth02,029 CR0.84
Bandhan Short Term Fund Growth59,431 CR0.84
Franklin India Short Term Income Plan Growth036 CR1.53
Fund Name1Y3Y
This FundKotak Short Term Fund (G) - Growth5.004821.364
This FundInvesco India Short Term Fund Growth4.704221.5488
This FundUTI Short Term Fund - Retail Plan Growth5.212321.6442
This FundBandhan Short Term Fund Growth6.13423.3551
This FundFranklin India Short Term Income Plan Growth192.0971219.539

UTI Short Term Fund - Retail Plan Growth FAQs

UTI Short Term 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 Term 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 Term Fund - Retail Plan Growth’s fund performance is as follows:
  • 1 Month : 0.16%
  • 6 Months : 2.48%
  • 1 Year : 5.21%
  • 3 Years : 6.75%
Returns of UTI Short Term Fund - Retail Plan Growth are updated daily based on NAV of ₹ 47.486 as on Sep 03,2026. Since inception, the return has been 21.64%.

You can invest in UTI Short Term 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 Term Fund - Retail Plan Growth is ₹2,030 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in UTI Short Term 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.