UTI Short Term Fund - Retail Plan Growth Return

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

Showing Funds Performance since Sep 07, 2020

UTI Short Term Fund - Retail Plan 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 - 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(%)
1M0.32-1.00192.10
6M3.062.29192.10
1Y4.933.86192.10
3Y6.7111.09219.54

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. 7.54% MAHARASHTRA SGS Mat - 04/02/20371.38%
3. 7.57% UTTARPRADESH SGS Mat - 04/02/20361.38%

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%
No Data Found
No Data Found

About Fund UTI Short Term Fund - Retail Plan Growth

UTI Short Term Fund - Retail Plan 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
Kotak Short Term Fund (G) - Growth414,436 CR1.12
Invesco India Short Term Fund Growth1575 CR1.08
UTI Short Term Fund - Retail Plan Growth01,798 CR0.84
IDBI Short Term Bond Fund Growth025 CR0.75
Franklin India Short Term Income Plan Growth036 CR1.53
Fund Name1Y3Y
This FundKotak Short Term Fund (G) - Growth4.767221.2341
This FundInvesco India Short Term Fund Growth4.447521.4804
This FundUTI Short Term Fund - Retail Plan Growth4.932221.5072
This FundIDBI Short Term Bond Fund Growth6.206223.353
This FundFranklin India Short Term Income Plan Growth192.0971219.539

UTI Short Term Fund - Retail Plan Growth FAQs

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

UTI Short Term Fund - Retail Plan Growth’s fund performance is as follows:
  • 1 Month : 0.32%
  • 6 Months : 3.06%
  • 1 Year : 4.93%
  • 3 Years : 6.71%
Returns of UTI Short Term Fund - Retail Plan Growth are updated daily based on NAV of ₹ 47.5216 as on Sep 23,2026. Since inception, the return has been 21.51%.

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

You can track your investment in UTI Short Term 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.