SA
Sudhir AgarwalFund Manager Since 25 Oct 2012
Fixed IncomeShort Duration
UTI - Short Duration Fund - Regular Plan - Growth Option
3Y Annualised
7.05%
-0.04% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.64%
-0.04% 1D
Benchmark
SBI Nifty 10 yr Benchmark G-Sec ETF
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
10 years 2 months
NIFTY 50
5 years 6 months
FD
9 years 7 months
Fund info
Fund size
₹2565.85 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹500
Exit load
0%
Nil
Risk Profile
Low to Moderate Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Short Term Fund Institutional Fortnightly Payout of Income Dist cum Cap Wdrl
2.67%
2nd
ICICI Prudential Short Term Fund Bonus
2.67%
3rd
ICICI Prudential Short Term Fund Institutional Growth
2.67%
4th
PGIM India Short Duration Fund Bonus
2.67%
5th
PGIM India Short Duration Fund Weekly Reinvestment Inc Dist cum Cap Wdrl
2.67%
161st
UTI - Short Duration Fund - Regular Plan - Growth Option
1.64%
Fund Managers
About UTI - Short Duration Fund - Regular Plan - Growth Option
UTI - Short Duration Fund - Regular Plan - Growth Option is a Fixed Income mutual fund scheme from UTI Asset Management Co Ltd. This fund has been in existence for 17 years, having been launched on 2007-09-19. UTI - Short Duration Fund - Regular Plan - Growth Option has ₹2565.85 Cr worth of assets under management (AUM) as of Sun Apr 27 2025. The latest Net Asset Value (NAV) of UTI - Short Duration Fund - Regular Plan - Growth Option as of Fri Apr 25 2025 is ₹31.4105. The fund has an expense ratio of 0.84%, which is medium comparable to most other Fixed Income funds.
UTI - Short Duration Fund - Regular Plan - Growth Option returns for the last 1 year are 8.91%. Since launch, it has delivered 6.72% average annual returns.
The UTI - Short Duration Fund - Regular Plan - Growth Option has the majority of its money invested in null sectors.
Top 5 Holdings of UTI - Short Duration Fund - Regular Plan - Growth Option.
- 6.79% Govt Stock 2034: 11.00%
- LIC Housing Finance Limited: 6.19%
- National Housing Bank: 6.15%
- Small Industries Development Bank Of India: 6.14%
- National Bank For Agriculture And Rural Development: 6.13%
AMC Information
| Name | UTI Asset Management Co Ltd |
|---|---|
| Founding Date | 2007-09-19 |
| pms_care@uti.co.in | |
| Phone | +91-22-6678 6666 |
| Website | https://www.utiwms.com |
| Address | PMS Division, UTI - Tower, “Gn” Block, Bandra Kurla Complex, Mumbai- 400051 |
Tax Implications of UTI - Short Duration Fund - Regular Plan - Growth Option
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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FAQs
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