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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
UTI Short Duration Discontinued Plan Growth
+6.71%
3Y annualised
+0.06% 1D
NAV: 10 Jun '26
₹46.81
Min. for SIP
Not Supported
Fund size (AUM)
₹2,405.20 Cr
Expense ratio
0.65%
Rating
--
Holdings (57)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| L I C Housing Finance Ltd NCD | Financial | Non Convertible Debenture | 6.49% |
| Net Current Assets | Unspecified | Net Current Assets | 5.45% |
| EXPORT IMPORT BANK OF INDIA SR AA 03 7.12 BD 27JU30 FVRS1LAC | Financial | Bonds | 4.57% |
| PIRAMAL FINANCE LIMITED 8.75 NCD 29OCT27 FVRS1LAC | Financial | Bonds/NCDs | 3.71% |
| POWER FINANCE CORPORATION LTD. SR BS233B 7.64 BD 25AG26 FVRS1LAC | Financial | Non Convertible Debenture | 3.71% |
| VEDANTA LIMITED 8.95 NCD 16MR29 FVRS1LAC | Materials | Debenture | 3.62% |
| HDFC BANK LIMITED CD 14DEC26 | Financial | Certificate of Deposit | 3.55% |
| POONAWALLA FINCORP LIMITED SR A1 7.65 NCD 21AP27 FVRS1LAC | Financial | Non Convertible Debenture | 2.78% |
| 360 ONE PRIME LIMITED 8.80 NCD 22JU28 FVRS1LAC | Financial | Non Convertible Debenture | 2.78% |
| EXPORT IMPORT BANK OF INDIA SR AA01 7.14 BD 13DC29 FVRS1LAC | Financial | Bonds | 2.75% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 26A 6.66 BD 12OT28 FVRS1LAC | Financial | Debenture | 2.72% |
| GOVERNMENT OF INDIA 36574 GOI 06OT35 6.48 FV RS 100 | Entities | GOI Securities | 2.68% |
| LIC Housing Finance Ltd Debenture 8.75 08/12/2028 | Financial | Debenture | 1.89% |
| REC LIMITED SR 180-B 8.30 BD 25JU29 FVRS10LAC | Financial | Non Convertible Debenture | 1.88% |
| GOI Sec 7.18 14/08/2033 | Entities | GOI Securities | 1.87% |
| NATIONAL HOUSING BANK 7.59 BD 08SP27 FVRS1LAC | Financial | Non Convertible Debenture | 1.86% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25A 7.70 BD 30SP27 FVRS1LAC | Financial | Debenture | 1.86% |
| ADITYA BIRLA RENEWABLES LIMITED 8.6 NCD 24SP27 FVRS1LAC | Energy & Utilities | Bonds/NCDs | 1.86% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR VIII 7.68 BD 09JL27 FVRS1LAC | Financial | Debenture | 1.86% |
| REC LIMITED SR 236-B 7.56 BD 31AG27 FVRS1LAC | Financial | Debenture | 1.86% |
| INDIAN RAILWAY FINANCE CORPORATION LIMITED SR 175 7.57 BD 18AP29 FVRS1LAC | Financial | Non Convertible Debenture | 1.86% |
| POWER FINANCE CORPORATION LTD. SR 223 7.64 BD 22FB33 FVRS1LAC | Financial | Debenture | 1.85% |
| BAJAJ HOUSING FINANCE LIMITED 7.14 NCD 26FB27 FVRS1LAC | Financial | Non Convertible Debenture | 1.85% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR VIII 7.49 BD 11JU29 FVRS1LAC | Financial | Bonds | 1.84% |
| BHARTI TELECOM LIMITED SR XXV 7.35 NCD 15OT27 FVRS1LAC | Technology | Debenture | 1.84% |
| BAJAJ FINANCE LIMITED 7.3763 NCD 26JU28 FVRS1LAC | Financial | Debenture | 1.84% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR IV 7.04 BD 09FB29 FVRS1LAC | Financial | Bonds | 1.82% |
| SIDDHIVINAYAK SECURITISATION TRUST SD TRUST PTC 15SEPT25 | Unspecified | Securitised Debt | 1.82% |
| GOVERNMENT OF INDIA 36232 GOI 21JL30 6.01 FV RS 100 | Entities | GOI Securities | 1.81% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR II 6.74 BD 10JN29 FVRS1LAC | Financial | Debenture | 1.81% |
| AXIS BANK LIMITED CD 10SEP26 | Financial | Certificate of Deposit | 1.81% |
| GOVERNMENT OF INDIA 36204 GOI 14JL32 6.28 FV RS 100 | Entities | GOI Securities | 1.80% |
| CANARA BANK CD 02MAR27 | Financial | Certificate of Deposit | 1.75% |
| STATE DEVELOPMENT LOAN 37119 BH 25FB41 7.72 FV RS 100 | Unspecified | State Development Loan | 1.28% |
| India Universal Trust AL1 Sec. Debt 8.20 20/09/2030 | Unspecified | Securitised Debt | 0.99% |
| STATE DEVELOPMENT LOAN 37311 HAR 30MR44 7.99 FV RS 100 | Unspecified | State Development Loan | 0.94% |
| GOVERNMENT OF INDIA 34587 GOI 18JU31 7.02 FV RS 100 | Entities | GOI Securities | 0.93% |
| PIRAMAL FINANCE LIMITED 9.15 NCD 17JU27 FVRS1LAC | Financial | Debenture | 0.93% |
| KOTAK MAHINDRA PRIME LIMITED 7.9866 NCD 17SP27 FVRS10LAC | Financial | Debenture | 0.93% |
| REC LIMITED SR 231A 7.64 BD 30AP27 FVRS1LAC | Financial | Non Convertible Debenture | 0.93% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 24E 7.80 BD 15MR27 FVRS1LAC | Financial | Debenture | 0.93% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25E 7.53 BD 24MR28 FVRS1LAC | Financial | Bonds | 0.93% |
| POONAWALLA FINCORP LIMITED SR B2 7.60 NCD 28MY27 FVRS1LAC | Financial | Debenture | 0.92% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25G 7.48 BD 15SP28 FVRS1LAC | Financial | Bonds | 0.92% |
| SUMMIT DIGITEL INFRASTRUCTURE PRIVATE LIMITED 7.40 NCD 28SP28 FVRS10LAC | Technology | Debenture | 0.92% |
| STATE DEVELOPMENT LOAN 37038 UP 04FB36 7.57 FV RS 100 | Unspecified | State Development Loan | 0.92% |
| STATE DEVELOPMENT LOAN 37035 MH 04FB37 7.54 FV RS 100 | Unspecified | State Development Loan | 0.91% |
| INDIAN RAILWAY FINANCE CORPORATION LIMITED SR 191A 6.47 BD 30MY28 FVRS1LAC | Financial | Bonds | 0.91% |
| EMBASSY OFFICE PARKS REIT SR XIII A 7.21 NCD 17MR28 FVRS1LAC | Real Estate | Debenture | 0.55% |
| INDIA UNIVERSAL TRUST AL1 SERIES A2 PTC 25SEP24 | Unspecified | Securitised Debt | 0.43% |
| STATE DEVELOPMENT LOAN 37129 KAR 25AG36 7.47 FV RS 100 | Unspecified | State Development Loan | 0.41% |
| GOVERNMENT OF INDIA 35031 GOI 07OT34 6.79 FV RS 100 | Entities | GOI Securities | 0.36% |
| Others Class A2 AIF | Unspecified | Alternative Investment Fund | 0.34% |
| MUTHOOT FINANCE LIMITED OP I 7.88 NCD 22NV28 FVRS1LAC | Financial | Non Convertible Debenture | 0.07% |
| INDIA UNIVERSAL TRUST AL1 SERIES A1 PTC 25SEP24 | Unspecified | Securitised Debt | 0.06% |
| Others CBLO | Unspecified | CBLO | 0.01% |
| Rajasthan State SDL 8.19 23/06/2026 | Unspecified | State Development Loan | 0.00% |
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
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +6.7% | +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
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +5.59% | +8.23% | 5,433.30 | |
 | +5.35% | +7.28% | 21,228.52 | |
 | +5.13% | +7.17% | 8,734.20 | |
 | +4.81% | +7.12% | 7,246.59 | |
 | +12.83% | +5.33% | 361.74 | |
| Compare | ||||
Fund management
ASAbhishek SonthaliaNov 2025 - PresentView details
AS
Abhishek Sonthalia
Nov 2025 - Present
View details
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 ₹3,96,629 Cr and the Latest NAV as of 10 Jun 2026 is ₹46.81.
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₹3,96,629.25 Cr
Date of Incorporation14 Nov 2002
Launch Date14 Nov 2002
AddressUTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,