• Home
  • Mutual Funds
  • UTI Short Duration Fund - Retail Plan Growth

UTI Short Duration Fund - Retail Plan Growth Return

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

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)

₹2,405 Cr

Lock In Period

N/A

Expense Ratio

0.83

Exit Load

Nil

Benchmark

Crisil Short-Term Bond Fund Index

Summary

UTI Short Duration Fund - Retail Plan Growth NAV is ₹46.8951 as of 17 Jun, 2026. UTI Short Duration Fund - Retail Plan Growth has delivered 21.54% returns since its launch. The minimum SIP investment amount in UTI Short Duration Fund - Retail Plan Growth is ₹500. The AUM of UTI Short Duration Fund - Retail Plan Growth is ₹2,405 Cr. The expense ratio of the fund is 0.83%, and its benchmark is Crisil Short-Term Bond Fund Index. The current exit load of the fund is Nil. In the last 1M months, UTI Short Duration Fund - Retail Plan Growth has delivered 0.88% returns.

UTI Short Duration Fund - Retail Plan Growth Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.880.38192.10
6M2.281.74192.10
1Y4.744.69192.10
3Y6.7213.82219.54

Portfolio Analysis

  • Equity:
  • Debt: 99.62%
  • Others
As on: 2026-05-31
View allocation % by

1. REC LTD5.22%
2. NET CURRENT ASSETS4.83%
3. HDFC BANK - 14/12/20263.99%
4. INDIAN RAILWAY FINANCE CORPORATION LIMITED3.09%
5. 360 ONE PRIME LTD3.09%
6. CANARA BANK - 14/08/20263.07%
7. 07.18% MAT -14/08/20332.10%
8. ADITYA BIRLA RENEWABLES LTD2.07%
9. BAJAJ HOUSING FINANCE LTD2.06%
10. AXIS BANK LTD - 10/09/20262.04%
11. 6.01% MAT - 21/07/20302.03%
12. 07.80% XIRR PTC- SIDDHIVINAYAK SECURITISATION TRUST-28/09/20302.03%
13. 6.28% MAT- 14/07/20322.01%
14. 06.48% Mat- 06/10/20352.00%
15. CANARA BANK - 02/03/20271.96%
16. 08.20% PTC- INDIA UNIVERSAL TRUST AL1-SERIES A31.10%
17. 7.02% IGB GS MAT - 18/06/20311.05%
18. 06.94% Mat- 11/05/20361.04%
19. SUMMIT DIGITEL INFRASTRUCTURE LTD1.03%
20. 08.12% PTC - INDIA UNIVERSAL TRUST AL1 - SERIES-A20.47%
21. 7.47% KARNATAKA SGS Mat - 25/08/20360.46%
22. 07.72% BIHAR SGS Mat - 25/02/20410.41%
23. 6.79% GOVT BONDS - 07/10/20340.41%
24. 08.02% PTC - INDIA UNIVERSAL TRUST AL1-SERIES A10.01%
25. CLEARING CORPORATION OF INDIA LTD. STD - MARGIN0.01%
26. 8.19% RAJASTHAN SPL SDL -23/06/20260.00%

1. EXPORT IMPORT BANK OF INDIA8.17%
2. NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT6.18%

1. PIRAMAL FINANCE LIMITED5.17%
2. KOTAK MAHINDRA PRIME LTD.1.04%
3. 7.54% MAHARASHTRA SGS Mat - 04/02/20371.03%
4. 7.57% UTTARPRADESH SGS Mat - 04/02/20361.02%

1. SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA6.15%
2. NATIONAL HOUSING BANK2.08%

1. POWER FINANCE CORPORATION LTD.6.21%

1. POONAWALLA FINCORP LTD.4.13%
2. BAJAJ FINANCE LTD.2.05%

1. VEDANTA LTD4.03%

1. LIC HOUSING FINANCE LTD.2.11%

1. BHARTI TELECOM LTD.2.05%

1. EMBASSY OFFICE PARKS REIT0.62%

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 ₹2,405 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.

Fund Managers

Abhishek Sonthalia

Mr. Abhishek Sonthalia has done B. Com, Management Programme from NITIE and CFA Charter holder. Prior to joining Tata Mutual Fund, he has worked with CRISIL Ltd. and TCS.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
DSP Short Term Fund Growth23244.91 CR0.97
Kotak Bond Short Term Fund (G) - Growth415287.24 CR1.12
UTI Short Duration Fund - Retail Plan Growth02405.2 CR0.83
ICICI Prudential Short Term Fund Growth421228.52 CR1.04
Franklin India Short Term Income Plan Growth036.54 CR1.53
Fund Name1Y3Y
This FundDSP Short Term Fund Growth4.440421.2598
This FundKotak Bond Short Term Fund (G) - Growth4.365821.4587
This FundUTI Short Duration Fund - Retail Plan Growth4.74321.5415
This FundICICI Prudential Short Term Fund Growth5.503923.5005
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 0.83. 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 : 0.88%
  • 6 Months : 2.28%
  • 1 Year : 4.74%
  • 3 Years : 6.72%
Returns of UTI Short Duration Fund - Retail Plan Growth are updated daily based on NAV of ₹ 46.8951 as on Jun 15,2026. Since inception, the return has been 21.54%.

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 ₹2,405 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.