SA
Sudhir AgarwalFund Manager Since 25 Oct 2012
Fixed IncomeShort Duration
UTI Short Term Fund Direct Plan Growth Option
3Y Annualised
7.41%
0.05% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.20%
0.05% 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
9 years 8 months
NIFTY 50
8 years 10 months
FD
9 years 7 months
Fund info
Fund size
₹2039.08 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 Payout Inc Dist cum Cap Wdrl
2.67%
201st
UTI Short Term Fund Direct Plan Growth Option
0.20%
Fund Managers
About UTI Short Term Fund Direct Plan Growth Option
UTI Short Term Fund Direct Plan Growth Option is a Fixed Income mutual fund scheme from UTI Asset Management Co Ltd. This fund has been in existence for 13 years, having been launched on 2013-01-01. UTI Short Term Fund Direct Plan Growth Option has ₹2039.08 Cr worth of assets under management (AUM) as of Thu Sep 03 2026. The latest Net Asset Value (NAV) of UTI Short Term Fund Direct Plan Growth Option as of Wed Sep 02 2026 is ₹36.0288. The fund has an expense ratio of 0.41%, which is medium comparable to most other Fixed Income funds.
UTI Short Term Fund Direct Plan Growth Option returns for the last 1 year are 5.68%. Since launch, it has delivered 7.37% average annual returns.
The UTI Short Term Fund Direct Plan Growth Option has the majority of its money invested in null sectors.
Top 5 Holdings of UTI Short Term Fund Direct Plan Growth Option.
- Export Import Bank Of India: 6.16%
- National Bank For Agriculture And Rural Development: 4.94%
- Vedanta Limited: 4.86%
- LIC Housing Finance Ltd: 3.71%
- Small Industries Development Bank Of India: 3.70%
AMC Information
| Name | UTI Asset Management Co Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| 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 Term Fund Direct 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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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
