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UTI Ultra Short Duration Fund - Institutional Plan Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

UTI Ultra Short Duration Fund - Institutional Plan Growth Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000000

AUM (Fund size)

₹3,576 Cr

Lock In Period

N/A

Expense Ratio

0.97

Exit Load

Nil

Benchmark

NIFTY Ultra Short Duration Debt Index A-I

UTI Ultra Short Duration Fund - Institutional Plan Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.930.33265.31
6M3.042.09195.09
1Y5.914.73195.09
3Y6.8114.3931.95

Portfolio Analysis

  • Equity:
  • Debt: 99.63%
  • Others
As on: 2026-06-15
View allocation % by

1. NET CURRENT ASSETS6.59%
2. KOTAK MAHINDRA BANK LTD. - 31/08/20264.83%
3. KARUR VYSYA BANK LTD - 12/08/20264.15%
4. 360 ONE PRIME LTD3.87%
5. MUTHOOT FINCORP LIMITED3.36%
6. INDIAN BANK - 22/01/20273.35%
7. NUVAMA WEALTH FINANCE LTD2.81%
8. JAMNAGAR UTILITIES AND POWER PRIVATE LIMITED2.79%
9. HDFC BANK LTD. - 22/01/20272.68%
10. EXIM BANK - 01/03/20272.66%
11. HDFC BANK LTD - 11/09/20262.06%
12. SMALL INDST. DEV. BANK OF INDIA - 14/01/20272.01%
13. ADITYA BIRLA RENEWABLES LTD1.82%
14. BIRLA GROUP HOLDINGS PRIVATE LIMITED1.38%
15. DCB BANK LTD - 14/08/20261.38%
16. KOTAK MAHINDRA BANK LTD - 21/12/20261.35%
17. NABARD - 28/01/20271.34%
18. AXIS BANK LTD - 14/01/20271.34%
19. CANARA BANK - 29/01/20271.34%
20. EXIM BANK - 29/01/20271.34%
21. KOTAK MAHINDRA BANK LTD - 12/02/20271.33%
22. NABARD - 02/03/20271.33%
23. NABARD - 03/02/20271.33%
24. SMALL INDST. DEV. BANK OF INDIA - 05/02/20271.33%
25. CANARA BANK - 02/03/20271.33%
26. Canara Bank - 04/03/20271.33%
27. CANARA BANK - 12/02/20271.33%
28. HDFC BANK - 05/02/20271.33%
29. 7.59% GJ SDL 15/02/20270.71%
30. ERIS LIFESCIENCES LTD0.70%
31. MANKIND PHARMA LTD0.70%
32. ONGC PETRO-ADDITIONS LTD.0.70%
33. 07.15% KARNATAKA SDL MAT - 11/01/20270.70%
34. REC LTD0.70%
35. SMALL INDST. DEV. BANK OF INDIA - 28/01/20270.67%
36. SMALL INDST. DEV. BANK OF INDIA - 26/02/20270.66%
37. CLEARING CORPORATION OF INDIA LTD. STD - MARGIN0.01%

1. PIRAMAL FINANCE LIMITED4.48%
2. TATA CAPITAL LTD.1.32%

1. GIC HOUSING FINANCE LTD.2.80%
2. PNB HOUSING FINANCE LTD.1.40%
3. LIC HOUSING FINANCE LTD.0.70%

1. 182 DAYS T-BILL - 18/06/20262.80%
2. 364 DAYS T-BILL - 06/08/20261.39%
3. 364 DAYS T-BILL - 23/07/20260.70%

1. NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT3.08%

1. SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA2.80%

1. BHARTI TELECOM LTD.2.11%

1. TATA COMMUNICATIONS LTD.2.10%

1. GODREJ INDUSTRIES LTD.1.40%

1. GODREJ PROPERTIES LTD.1.40%

1. TORRENT POWER LTD.1.39%

1. EMBASSY OFFICE PARKS REIT0.70%

1. VEDANTA ALUMINIUM METAL LTD.0.42%

About Fund UTI Ultra Short Duration Fund - Institutional Plan Growth

UTI Ultra Short Duration Fund - Institutional Plan Growth managed by UTI Mutual Fund,is a Ultra Short Term Planscheme with Assets Under Management of ₹3,576 Crore. The fund benchmarks its performance against the NIFTY Ultra Short Duration Debt Index A-I while maintaining an expense ratio of 0.97. 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
UTI Ultra Short Duration Fund Growth23576.39 CR0.97
Kotak Savings Fund - Growth314994.36 CR0.82
UTI Ultra Short Duration Fund - Institutional Plan Growth03576.39 CR0.97
Franklin India Ultra Short Bond Fund - Institutional Plan Growth0296.53 CR0.66
Franklin India Ultra Short Bond Fund - Super Institutional Growth0296.53 CR0.52
Fund Name1Y3Y
This FundUTI Ultra Short Duration Fund Growth5.907721.5764
This FundKotak Savings Fund - Growth6.011721.8122
This FundUTI Ultra Short Duration Fund - Institutional Plan Growth5.907721.869
This FundFranklin India Ultra Short Bond Fund - Institutional Plan Growth13.688828.4789
This FundFranklin India Ultra Short Bond Fund - Super Institutional Growth13.688628.6768

UTI Ultra Short Duration Fund - Institutional Plan Growth FAQs

UTI Ultra Short Duration Fund - Institutional 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 Ultra Short Duration Fund - Institutional Plan Growth is 0.97. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI Ultra Short Duration Fund - Institutional Plan Growth’s fund performance is as follows:
  • 1 Month : 0.93%
  • 6 Months : 3.04%
  • 1 Year : 5.91%
  • 3 Years : 6.81%
Returns of UTI Ultra Short Duration Fund - Institutional Plan Growth are updated daily based on NAV of ₹ 3221.2263 as on Jul 01,2026. Since inception, the return has been 21.87%.

You can invest in UTI Ultra Short Duration Fund - Institutional 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 Ultra Short Duration Fund - Institutional Plan Growth is ₹3,576 crore. It changes based on market performance, inflows, and outflows.

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