UTI Short Term Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

UTI Short Term Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹1,798 Cr

Lock In Period

N/A

Expense Ratio

0.84

Exit Load

Nil

Benchmark

Crisil Short-Term Bond Fund Index

UTI Short Term Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.04-0.42192.10
6M2.683.61192.10
1Y4.974.21192.10
3Y6.8614.29219.54

Portfolio Analysis

  • Equity:
  • Debt: 99.47%
  • Others
As on: 2026-08-31
View allocation % by

1. REC LTD9.75%
2. NET CURRENT ASSETS7.98%
3. 360 ONE PRIME LTD4.98%
4. BAJAJ HOUSING FINANCE LTD4.15%
5. 07.18% MAT -14/08/20332.84%
6. AXIS BANK - 07/12/20262.73%
7. INDUS IND BANK - 07/12/20262.73%
8. 6.28% MAT- 14/07/20322.73%
9. 07.80% XIRR PTC- SIDDHIVINAYAK SECURITISATION TRUST-28/09/20302.72%
10. 08.20% PTC- INDIA UNIVERSAL TRUST AL1-SERIES A31.42%
11. SUMMIT DIGITEL INFRASTRUCTURE LTD1.38%
12. 06.48% Mat- 06/10/20351.35%
13. 7.47% KARNATAKA SGS Mat - 25/08/20360.62%
14. 6.79% GOVT BONDS - 07/10/20340.55%
15. 08.12% PTC - INDIA UNIVERSAL TRUST AL1 - SERIES-A20.40%

1. EXPORT IMPORT BANK OF INDIA9.62%
2. NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT2.78%

1. PIRAMAL FINANCE LIMITED4.74%
2. 7.57% UTTARPRADESH SGS Mat - 04/02/20361.38%
3. 7.54% MAHARASHTRA SGS Mat - 04/02/20371.38%

1. LIC HOUSING FINANCE LTD.7.01%

1. INDIAN RAILWAY FINANCE CORPORATION LIMITED4.16%
2. POWER FINANCE CORPORATION LTD.2.77%

1. SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA6.91%

1. POONAWALLA FINCORP LTD.5.54%
2. BAJAJ FINANCE LTD.1.37%

1. VEDANTA LTD5.48%
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About Fund UTI Short Term Fund Growth

UTI Short Term Fund Growth managed by UTI Mutual Fund,is a Short Duration Fundsscheme with Assets Under Management of ₹1,798 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
Sundaram Short Term Fund Growth0178 CR0.8
HSBC Short Term Fund - Growth43,869 CR0.7
UTI Short Term Fund Growth31,798 CR0.84
IDBI Short Term Bond Fund Growth025 CR0.75
Franklin India Short Term Income Plan Growth036 CR1.53
Fund Name1Y3Y
This FundSundaram Short Term Fund Growth5.074321.9735
This FundHSBC Short Term Fund - Growth5.02222.0056
This FundUTI Short Term Fund Growth4.967122.0282
This FundIDBI Short Term Bond Fund Growth6.206223.353
This FundFranklin India Short Term Income Plan Growth192.0971219.539

UTI Short Term Fund Growth FAQs

UTI Short Term 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 Term Fund Growth is 0.84. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI Short Term Fund Growth’s fund performance is as follows:
  • 1 Month : 0.04%
  • 6 Months : 2.68%
  • 1 Year : 4.97%
  • 3 Years : 6.86%
Returns of UTI Short Term Fund Growth are updated daily based on NAV of ₹ 33.739 as on Sep 21,2026. Since inception, the return has been 22.03%.

You can invest in UTI Short Term 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 Term Fund Growth is ₹1,798 crore. It changes based on market performance, inflows, and outflows.

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