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)

₹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 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
3Y6.9115.22219.54

Portfolio Analysis

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

1. REC LTD8.70%
2. 360 ONE PRIME LTD4.43%
3. BAJAJ HOUSING FINANCE LTD3.68%
4. NET CURRENT ASSETS3.61%
5. 07.18% MAT -14/08/20332.54%
6. 6.28% MAT- 14/07/20322.44%
7. 07.80% XIRR PTC- SIDDHIVINAYAK SECURITISATION TRUST-28/09/20302.42%
8. AXIS BANK - 07/12/20262.41%
9. INDUS IND BANK - 07/12/20262.41%
10. 08.20% PTC- INDIA UNIVERSAL TRUST AL1-SERIES A31.28%
11. SUMMIT DIGITEL INFRASTRUCTURE LTD1.23%
12. 06.48% Mat- 06/10/20351.21%
13. 7.47% KARNATAKA SGS Mat - 25/08/20360.56%
14. 07.72% BIHAR SGS Mat - 25/02/20410.50%
15. 6.79% GOVT BONDS - 07/10/20340.50%
16. 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. 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. INDIAN RAILWAY FINANCE CORPORATION LIMITED3.71%
2. POWER FINANCE CORPORATION LTD.2.50%

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 Growth

UTI Short Term Fund 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
Sundaram Short Term Fund Growth0181 CR0.8
HSBC Short Term Fund - Growth44,197 CR0.7
UTI Short Term Fund Growth32,029 CR0.84
Bandhan Short Term Fund Growth59,431 CR0.84
Franklin India Short Term Income Plan Growth036 CR1.53
Fund Name1Y3Y
This FundSundaram Short Term Fund Growth5.433922.1193
This FundHSBC Short Term Fund - Growth5.283622.1347
This FundUTI Short Term Fund Growth5.212522.1807
This FundBandhan Short Term Fund Growth6.13423.3551
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 : 0.16%
  • 6 Months : 2.48%
  • 1 Year : 5.21%
  • 3 Years : 6.91%
Returns of UTI Short Term Fund Growth are updated daily based on NAV of ₹ 33.684 as on Sep 02,2026. Since inception, the return has been 22.18%.

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 ₹2,030 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.