UTI Short Duration Discontinued Plan Growth

UTI Short Duration Discontinued Plan Growth

+6.78%
3Y annualised
-0.02% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 13 Apr '26
₹46.32
Min. for SIP
Not Supported
Fund size (AUM)
₹2,359.31 Cr
Expense ratio
0.65%
Rating
--

Holdings (53)

NameSectorInstrumentsAssets
LIC Housing Finance Ltd.FinancialDebenture7.41%
Export-Import Bank Of IndiaFinancialBonds5.24%
Piramal Finance Pvt. Ltd.FinancialBonds/NCD4.23%
HDFC Bank Ltd.FinancialCD4.03%
Poonawalla Fincorp Ltd.FinancialNCD3.17%
360 ONE Wealth Ltd.FinancialNCD3.17%
Export-Import Bank Of IndiaFinancialBonds3.15%
National Bank For Agriculture & Rural DevelopmentFinancialDebenture3.11%
GOISovereignGOI Sec3.06%
LIC Housing Finance Ltd.FinancialDebenture2.17%
REC Ltd.FinancialNCD2.16%
GOISovereignGOI Sec2.13%
National Housing BankFinancialNCD2.12%
Small Industries Devp. Bank of India Ltd.FinancialDebenture2.12%
Aditya Birla Renewables Ltd.EnergyBonds/NCD2.12%
Indian Railway Finance Corporation Ltd.FinancialNCD2.12%
Power Finance Corporation Ltd.FinancialDebenture2.12%
Small Industries Devp. Bank of India Ltd.FinancialBonds2.12%
Bajaj Housing Finance Ltd.FinancialNCD2.11%
Bajaj Finance Ltd.FinancialDebenture2.10%
Bharti Telecom Ltd.CommunicationDebenture2.10%
Small Industries Devp. Bank of India Ltd.FinancialBonds2.09%
Siddhivinayak Securitisation TrustOthersSec. Debt2.08%
Small Industries Devp. Bank of India Ltd.FinancialDebenture2.08%
GOISovereignGOI Sec2.06%
GOISovereignGOI Sec2.05%
Vedanta Ltd.Metals & MiningDebenture2.03%
Canara BankFinancialCD1.99%
Bihar StateOthersSDL1.45%
India Universal Trust AL1OthersSec. Debt1.14%
GOISovereignGOI Sec1.06%
Piramal Finance Ltd.FinancialDebenture1.06%
National Bank For Agriculture & Rural DevelopmentFinancialDebenture1.06%
Kotak Mahindra Prime Ltd.FinancialDebenture1.06%
Haryana StateOthersSDL1.06%
REC Ltd.FinancialNCD1.06%
National Bank For Agriculture & Rural DevelopmentFinancialBonds1.06%
National Bank For Agriculture & Rural DevelopmentFinancialBonds1.06%
Summit Digitel Infrastructure Pvt. Ltd.CommunicationDebenture1.06%
Poonawalla Fincorp Ltd.FinancialDebenture1.06%
Uttar Pradesh StateOthersSDL1.05%
Godrej Seeds & Genetics Ltd.Consumer StaplesNCD1.05%
Maharashtra StateOthersSDL1.04%
Godrej Seeds & Genetics Ltd.Consumer StaplesNCD1.04%
Indian Railway Finance Corporation Ltd.FinancialBonds1.04%
JM Financial Services Pvt. Ltd.FinancialCP0.99%
Embassy Office Parks REITConstructionDebenture0.63%
India Universal Trust AL1OthersSec. Debt0.50%
Karnataka StateOthersSDL0.47%
GOISovereignGOI Sec0.42%
India Universal Trust AL1OthersSec. Debt0.13%
Muthoot Finance Ltd.FinancialNCD0.08%
Rajasthan StateOthersSDL0.00%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+6.8%+6.7%+5.7%+6.9%
Category average (Debt Short Duration)+7.1%+5.9%+6.6%--
Rank (Debt Short Duration)--------

Exit load, stamp duty and tax

Exit load

Nil

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

Returns are taxed as per your Income Tax slab.
Check past data

Compare similar funds

Name1Y3YFund Size(Cr)
HDFC Savings Fund Growth
HDFC Savings Fund Growth
+5.59%+8.23%5,433.30
ICICI Prudential Short Term Fund Growth
ICICI Prudential Short Term Fund Growth
+5.98%+7.38%20,688.43
HDFC Short Term Debt Fund Growth
HDFC Short Term Debt Fund Growth
+5.73%+7.35%14,727.92
Nippon India Short Duration Fund Growth
Nippon India Short Duration Fund Growth
+5.67%+7.17%6,631.95
Sundaram Short Term Debt Fund Growth
Sundaram Short Term Debt Fund Growth
+12.83%+5.33%361.74
Compare

Fund management

AS
Abhishek Sonthalia
Nov 2025 - Present
View details

Education
Mr. Sonthalia has done B. Com, Management Programme from NITIE and CFA Charter holder.
Experience
Prior to joining UTI Mutual Fund, he has worked with Tata Mutual Fund, CRISIL Ltd. and TCS.

About UTI Short Duration Discontinued Plan Growth

UTI Short Duration Discontinued Plan Growth is a Debt Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 14 Nov 2002. Abhishek Sonthalia is the Current Fund Manager of UTI Short Duration Discontinued Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,53,000 Cr and the Latest NAV as of 13 Apr 2026 is ₹46.32. The UTI Short Duration Discontinued Plan Growth is rated Moderate risk. Minimum SIP Investment is set to ₹500. ;

Investment Objective

The scheme seeks to generate reasonable income, with low risk and high level of liquidity from a portfolio of debt & money market instruments.
Fund benchmarkCRISIL Short Duration Debt A-II Index

Fund house

Rank (total assets)#8 in India
Total AUM₹3,52,999.67 Cr
Date of Incorporation14 Nov 2002
Phone0263 2296993
E-mail--
Launch Date14 Nov 2002
AddressUTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Custodian--
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,