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UTI Short Duration Fund - Retail Plan Growth Return

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  • 6M
  • 1Y
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  • 5Y
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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)

₹2,697 Cr

Lock In Period

N/A

Expense Ratio

0.9

Exit Load

Nil

Benchmark

Crisil Short-Term Bond Fund Index

Summary

UTI Short Duration Fund - Retail Plan Growth NAV is ₹46.3863 as of 19 May, 2026. UTI Short Duration Fund - Retail Plan Growth has delivered 21.17% 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 ₹2,697 Cr. The expense ratio of the fund is 0.9%, 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 0.26% returns.

UTI Short Duration Fund - Retail Plan Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.260.65192.10
6M1.551.72192.10
1Y4.555.03192.10
3Y6.6113.25219.54

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2026-04-15
View allocation % by

1. NET CURRENT ASSETS12.53%
2. HDFC BANK - 14/12/20263.47%
3. 360 ONE PRIME LTD2.72%
4. INDIAN RAILWAY FINANCE CORPORATION LIMITED2.72%
5. 06.48% Mat- 06/10/20352.65%
6. 07.18% MAT -14/08/20331.85%
7. ADITYA BIRLA RENEWABLES LTD1.82%
8. BAJAJ HOUSING FINANCE LTD1.81%
9. GODREJ SEEDS AND GENETICS LIMITED1.80%
10. 07.80% XIRR PTC- SIDDHIVINAYAK SECURITISATION TRUST-28/09/20301.79%
11. 6.01% MAT - 21/07/20301.79%
12. 6.28% MAT- 14/07/20321.76%
13. CANARA BANK - 02/03/20271.71%
14. 07.72% BIHAR SGS Mat - 25/02/20411.26%
15. 08.20% PTC- INDIA UNIVERSAL TRUST AL1-SERIES A30.98%
16. 7.02% IGB GS MAT - 18/06/20310.92%
17. 7.99% HARYANA SGS - 30/03/20440.92%
18. SUMMIT DIGITEL INFRASTRUCTURE LTD0.90%
19. 08.12% PTC - INDIA UNIVERSAL TRUST AL1 - SERIES-A20.43%
20. 7.47% KARNATAKA SGS Mat - 25/08/20360.41%
21. 6.79% GOVT BONDS - 07/10/20340.36%
22. CORPORATE DEBT MARKET DEVT FUND - A2 UNITS0.33%
23. 08.02% PTC - INDIA UNIVERSAL TRUST AL1-SERIES A10.11%
24. CLEARING CORPORATION OF INDIA LTD. STD - MARGIN0.01%
25. 8.19% RAJASTHAN SPL SDL -23/06/20260.00%

1. NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT7.23%
2. EXPORT IMPORT BANK OF INDIA7.22%

1. SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA7.22%
2. NATIONAL HOUSING BANK1.82%

1. LIC HOUSING FINANCE LTD.8.21%

1. PIRAMAL FINANCE LIMITED4.55%
2. KOTAK MAHINDRA PRIME LTD.0.91%
3. 7.54% MAHARASHTRA SGS Mat - 04/02/20370.90%
4. 7.57% UTTARPRADESH SGS Mat - 04/02/20360.90%

1. REC LTD4.59%
2. POWER FINANCE CORPORATION LTD.1.83%

1. POONAWALLA FINCORP LTD.3.63%
2. BAJAJ FINANCE LTD.1.80%
3. MUTHOOT FINANCE LTD0.07%

1. BHARTI TELECOM LTD.1.80%

1. VEDANTA LTD1.73%

1. EMBASSY OFFICE PARKS REIT0.54%

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 ₹2,697 Crore. The fund benchmarks its performance against the Crisil Short-Term Bond Fund Index while maintaining an expense ratio of 0.9. 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
Kotak Bond Short Term Fund (G) - Growth416486.95 CR1.12
Invesco India Short Duration Fund Growth1883.32 CR1.13
UTI Short Duration Fund - Retail Plan Growth02696.92 CR0.9
IDBI Short Term Bond Fund Growth025.49 CR0.75
Franklin India Short Term Income Plan Growth036.54 CR1.53
Fund Name1Y3Y
This FundKotak Bond Short Term Fund (G) - Growth4.15421.0535
This FundInvesco India Short Duration Fund Growth4.270521.123
This FundUTI Short Duration Fund - Retail Plan Growth4.5521.1666
This FundIDBI Short Term Bond Fund Growth6.206223.353
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 0.9. 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 : 0.26%
  • 6 Months : 1.55%
  • 1 Year : 4.55%
  • 3 Years : 6.61%
Returns of UTI Short Duration Fund - Retail Plan Growth are updated daily based on NAV of ₹ 46.3863 as on May 15,2026. Since inception, the return has been 21.17%.

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 ₹2,697 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.