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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹2,978 Cr

Lock In Period

N/A

Expense Ratio

0.83

Benchmark

Crisil Short-Term Bond Fund Index

Exit Load

Nil

Summary

Latest details for UTI Short Duration Fund Growth include a ₹32.7383 NAV as of Mar 25,2026 and returns since inception of 22.62%. Minimum investments start at SIP ₹500. The UTI Short Duration Fund Growth AUM is ₹2,978 Cr, with a lock-in of N/A years, expense ratio of 0.83%, and benchmark Crisil Short-Term Bond Fund Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded -0.24% returns, against a category average of -1.94% and a category best of 192.10%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.24-1.94192.10
6M1.760.46192.10
1Y5.954.45192.10
3Y7.0316.21219.54

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2026-03-15
View allocation % by

1. NET CURRENT ASSETS11.33%
2. REC LTD5.09%
3. 06.48% Mat- 06/10/20353.31%
4. HDFC BANK - 14/12/20263.18%
5. INDIAN RAILWAY FINANCE CORPORATION LIMITED2.53%
6. 360 ONE PRIME LTD2.52%
7. 07.18% MAT -14/08/20331.73%
8. ADITYA BIRLA RENEWABLES LTD1.69%
9. BAJAJ HOUSING FINANCE LTD1.67%
10. 07.80% XIRR PTC- SIDDHIVINAYAK SECURITISATION TRUST-28/09/20301.67%
11. 6.01% MAT - 21/07/20301.66%
12. GODREJ SEEDS AND GENETICS LIMITED1.66%
13. 6.28% MAT- 14/07/20321.65%
14. CANARA BANK - 02/03/20271.57%
15. 7.08% A P SGL MAT - 26/03/20371.18%
16. 08.20% PTC- INDIA UNIVERSAL TRUST AL1-SERIES A30.91%
17. 07.72% WESTBENGAL SGS Mat - 25/02/20410.86%
18. SUMMIT DIGITEL INFRASTRUCTURE LTD0.84%
19. 08.12% PTC - INDIA UNIVERSAL TRUST AL1 - SERIES-A20.40%
20. 7.73% WEST BENGAL SGS Mat - 04/02/20430.38%
21. 7.74% WEST BENGAL SGS Mat - 18/02/20440.34%
22. CORPORATE DEBT MARKET DEVT FUND - A2 UNITS0.30%
23. 08.02% PTC - INDIA UNIVERSAL TRUST AL1-SERIES A10.15%
24. CLEARING CORPORATION OF INDIA LTD. STD - MARGIN0.02%
25. 7.72% MADHYA PRADESH SGS Mat - 18/02/20450.00%

1. EXPORT IMPORT BANK OF INDIA6.69%
2. NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT4.16%

1. SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA6.69%
2. NATIONAL HOUSING BANK3.38%

1. LIC HOUSING FINANCE LTD.7.65%

1. PIRAMAL FINANCE LIMITED4.19%
2. 7.74% MH SDL MAT - 01/03/20330.85%
3. 07.78% RAJASTHAN SDL 29/03/20330.85%
4. KOTAK MAHINDRA PRIME LTD.0.84%
5. JM FINANCIAL SERVICES LTD.0.78%

1. POONAWALLA FINCORP LTD.3.36%
2. BAJAJ FINANCE LTD.1.67%
3. MUTHOOT FINANCE LTD0.90%

1. POWER FINANCE CORPORATION LTD.5.03%

1. TATA COMMUNICATIONS LTD.3.31%

1. BHARTI TELECOM LTD.1.67%

1. GODREJ INDUSTRIES LTD.0.84%

1. EMBASSY OFFICE PARKS REIT0.50%

About Fund

UTI Short Duration Fund Growth managed by UTI Mutual Fund,is a Short Duration Fundsscheme with Assets Under Management of ₹2,978 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.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundBaroda BNP Paribas Short Duration Fund Growth2296.44 CR1.08
This FundBank of India Short Term Income Fund Growth3286.52 CR1.07
This FundUTI Short Duration Fund Growth32977.74 CR0.83
This FundHDFC Short Term Debt Fund - Growth416189.16 CR0.7
This FundFranklin India Short Term Income Plan Growth036.54 CR1.53
Fund Name1Y3Y
This FundBaroda BNP Paribas Short Duration Fund Growth5.972222.4746
This FundBank of India Short Term Income Fund Growth5.668622.5281
This FundUTI Short Duration Fund Growth5.951522.6155
This FundHDFC Short Term Debt Fund - Growth6.523424.0034
This FundFranklin India Short Term Income Plan Growth192.0971219.539

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 : -0.24%
  • 6 Months : 1.76%
  • 1 Year : 5.95%
  • 3 Years : 7.03%
Returns of UTI Short Duration Fund Growth are updated daily based on NAV of ₹ 32.7383 as on Mar 25,2026. Since inception, the return has been 22.62%.

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 ₹2,978 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.
Min Inv Amount: ₹500