UTI Ultra Short to Short Term Fund Growth Return

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

Showing Funds Performance since Sep 07, 2020

UTI Ultra Short to Short Term Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹2,397 Cr

Lock In Period

N/A

Expense Ratio

0.43

Exit Load

Nil

Benchmark

NIFTY Low Duration Debt Index A-I

UTI Ultra Short to Short Term Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.470.34259.36
6M3.102.71280.40
1Y6.185.85309.28
3Y7.1614.4746.82

Portfolio Analysis

  • Equity:
  • Debt: 99.59%
  • Others
As on: 2026-08-15
View allocation % by

1. REC LTD8.99%
2. NET CURRENT ASSETS6.43%
3. MAHINDRA RURAL HOUSING FINANCE LTD4.19%
4. 07.66% XIRR PTC- RADHAKRISHNA SECURITISATION TRUST-28/09/20282.24%
5. ADITYA BIRLA RENEWABLES LTD2.09%
6. SUMMIT DIGITEL INFRASTRUCTURE LTD2.09%
7. HDFC Bank Ltd - 19/11/20262.05%
8. SMALL INDST. DEV. BANK OF INDIA - 28/01/20272.02%
9. ICICI BANK LTD. - 08/03/20272.01%
10. MUTHOOT FINCORP LIMITED2.01%
11. NUVAMA WEALTH FINANCE LTD2.01%
12. SIDBI - 11/08/20271.95%
13. GODREJ SEEDS AND GENETICS LIMITED1.25%
14. JAMNAGAR UTILITIES AND POWER PRIVATE LIMITED1.05%
15. TATA CAPITAL HOUSING FINANCE LTD1.05%
16. BAJAJ HOUSING FINANCE LTD1.04%
17. KOTAK MAHINDRA BANK LTD - 08/01/20271.02%
18. KOTAK MAHINDRA BANK LTD - 29/01/20271.01%
19. SPN/DDB 360 ONE PRIME LTD0.47%

1. NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT9.41%
2. EXPORT IMPORT BANK OF INDIA4.08%

1. EMBASSY OFFICE PARKS REIT7.72%
2. MINDSPACE BUSINESS PARKS REIT3.11%

1. 364 DAYS T-BILL - 10/12/20268.20%

1. POONAWALLA FINCORP LTD.6.65%
2. MUTHOOT FINANCE LTD1.45%

1. 360 ONE PRIME LTD4.17%
2. HINDUJA LEYLAND FINANCE LTD.2.09%

1. CANFIN HOMES LTD.2.10%
2. LIC HOUSING FINANCE LTD.1.05%

1. NATIONAL HOUSING BANK1.05%
2. SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA1.05%

1. SIKKA PORTS AND TERMINALS LIMITED1.46%

1. INDIAN RAILWAY FINANCE CORPORATION LIMITED1.03%
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About Fund UTI Ultra Short to Short Term Fund Growth

UTI Ultra Short to Short Term Fund Growth managed by UTI Mutual Fund,is a Low Duration Fundsscheme with Assets Under Management of ₹2,397 Crore. The fund benchmarks its performance against the NIFTY Low Duration Debt Index A-I while maintaining an expense ratio of 0.43. 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
Axis Ultra Short to Short Term Fund Growth54,904 CR0.73
Axis Ultra Short to Short Term Fund - Retail Plan Growth04,904 CR0.57
UTI Ultra Short to Short Term Fund Growth42,397 CR0.43
Franklin India Low DurationFund Growth051 CR0.72
Fund Name1Y3Y
This FundAxis Ultra Short to Short Term Fund Growth5.994222.8256
This FundAxis Ultra Short to Short Term Fund - Retail Plan Growth5.994222.8266
This FundUTI Ultra Short to Short Term Fund Growth6.119923.0831
This FundFranklin India Low DurationFund Growth37.141246.82

UTI Ultra Short to Short Term Fund Growth FAQs

UTI Ultra Short to Short Term Fund 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 to Short Term Fund Growth is 0.43. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI Ultra Short to Short Term Fund Growth’s fund performance is as follows:
  • 1 Month : 0.47%
  • 6 Months : 3.10%
  • 1 Year : 6.18%
  • 3 Years : 7.16%
Returns of UTI Ultra Short to Short Term Fund Growth are updated daily based on NAV of ₹ 3811.0198 as on Aug 31,2026. Since inception, the return has been 23.06%.

You can invest in UTI Ultra Short to Short Term Fund 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 to Short Term Fund Growth is ₹2,397 crore. It changes based on market performance, inflows, and outflows.

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