UTI Ultra Short Term Fund - Institutional Plan Growth Return

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  • 1Y
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Showing Funds Performance since Sep 07, 2020

UTI Ultra Short Term Fund - Institutional Plan Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹5000000

AUM (Fund size)

₹3,348 Cr

Lock In Period

N/A

Expense Ratio

0.99

Exit Load

Nil

Benchmark

NIFTY Ultra Short Duration Debt Index A-I

UTI Ultra Short Term Fund - Institutional Plan Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.55-0.99265.31
6M3.393.73195.09
1Y6.014.06195.09
3Y6.7713.6031.95

Portfolio Analysis

  • Equity:
  • Debt: 99.60%
  • Others
As on: 2026-08-31
View allocation % by

1. INDIAN BANK - 22/01/20275.09%
2. NET CURRENT ASSETS4.61%
3. 360 ONE PRIME LTD4.44%
4. AXIS BANK - 26/02/20274.34%
5. EXIM BANK - 29/01/20273.63%
6. MUTHOOT FINCORP LIMITED3.63%
7. NUVAMA WEALTH FINANCE LTD3.00%
8. KOTAK MAHINDRA BANK LTD - 21/12/20262.93%
9. HDFC BANK LTD. - 22/01/20272.91%
10. NABARD - 22/01/20272.91%
11. EXIM BANK - 01/03/20272.89%
12. UJJIVAN SMALL FINANCE BANK - 15/12/20262.19%
13. SMALL INDST. DEV. BANK OF INDIA - 14/01/20272.18%
14. ADITYA BIRLA RENEWABLES LTD1.94%
15. MAHINDRA RURAL HOUSING FINANCE LTD1.50%
16. ADITYA BIRLA DIGITAL FASHION VENTURES LIMITED1.48%
17. Canara Bank - 08/12/20261.47%
18. Indian Bank - 15/12/20261.47%
19. AXIS BANK LTD - 14/01/20271.46%
20. EQUITAS SMALL FINANCE BANK - 15/12/20261.46%
21. HDFC BANK LTD - 21/12/20261.46%
22. CANARA BANK - 12/02/20271.45%
23. CANARA BANK - 29/01/20271.45%
24. HDFC BANK - 05/02/20271.45%
25. KOTAK MAHINDRA BANK LTD - 12/02/20271.45%
26. NABARD - 03/02/20271.45%
27. NABARD - 28/01/20271.45%
28. SMALL INDST. DEV. BANK OF INDIA - 05/02/20271.45%
29. CANARA BANK - 02/03/20271.44%
30. NABARD - 02/03/20271.44%
31. AU SMALL FINANCE BANK LTD - 10/06/20271.41%
32. SIDBI - 11/08/20271.39%
33. 7.59% GJ SDL 15/02/20270.75%
34. ERIS LIFESCIENCES LTD0.75%
35. 07.15% KARNATAKA SDL MAT - 11/01/20270.75%
36. AXIS BANK LTD - 16/12/20260.73%

1. 364 DAYS T-BILL - 26/11/20265.90%

1. PIRAMAL FINANCE LIMITED4.05%

1. EXPORT IMPORT BANK OF INDIA2.94%
2. NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT0.30%

1. HERO HOUSING FINANCE LTD1.50%
2. GIC HOUSING FINANCE LTD.1.48%

1. GODREJ PROPERTIES LTD.2.70%

1. POONAWALLA FINCORP LTD.2.24%

1. TORRENT POWER LTD.1.49%

1. EMBASSY OFFICE PARKS REIT0.75%

1. VEDANTA ALUMINIUM METAL LTD.0.45%
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About Fund UTI Ultra Short Term Fund - Institutional Plan Growth

UTI Ultra Short Term Fund - Institutional Plan Growth managed by UTI Mutual Fund,is a Ultra Short Term Planscheme with Assets Under Management of ₹3,348 Crore. The fund benchmarks its performance against the NIFTY Ultra Short Duration Debt Index A-I while maintaining an expense ratio of 0.99. 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 Ultra Short Term Fund - Growth315,961 CR0.82
UTI Ultra Short Term Fund - Institutional Plan Growth03,347 CR0.99
Franklin India Ultra Short Bond Fund - Institutional Plan Growth0296 CR0.66
Franklin India Ultra Short Bond Fund - Super Institutional Growth0296 CR0.52
Fund Name1Y3Y
This FundKotak Ultra Short Term Fund - Growth6.0621.6581
This FundUTI Ultra Short Term Fund - Institutional Plan Growth6.008721.7244
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 Term Fund - Institutional Plan Growth FAQs

UTI Ultra Short Term 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 Term Fund - Institutional Plan Growth is 0.99. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI Ultra Short Term Fund - Institutional Plan Growth’s fund performance is as follows:
  • 1 Month : 0.55%
  • 6 Months : 3.39%
  • 1 Year : 6.01%
  • 3 Years : 6.77%
Returns of UTI Ultra Short Term Fund - Institutional Plan Growth are updated daily based on NAV of ₹ 3263.9304 as on Sep 25,2026. Since inception, the return has been 21.72%.

You can invest in UTI Ultra Short Term 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 Term Fund - Institutional Plan Growth is ₹3,348 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in UTI Ultra Short Term 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.
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