UTI Short Duration Plan Growth

Debt
Short Duration
Moderate Risk
7.33%
3Y annualised
+0.07% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 04 Sep 2025
₹32.05
Rating
4
Min. SIP amount
Not Supported
Fund size
₹3,295.53Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (48)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec9.49%
LIC Housing Finance Ltd.
FinancialDebenture5.43%
FinancialNCD5.42%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture5.42%
Power Finance Corporation Ltd.
FinancialNCD5.39%
FinancialBonds4.34%
National Bank For Agriculture & Rural Development
FinancialDebenture3.86%
FinancialBonds3.86%
Canara Bank
FinancialCD2.92%
Axis Bank Ltd.
FinancialCD2.88%
Bajaj Finance Ltd.
FinancialDebenture2.32%
FinancialDebenture2.32%
Export-Import Bank Of India
FinancialBonds2.32%
Bajaj Finance Ltd.
FinancialDebenture2.30%
Aditya Birla Capital Ltd.
FinancialNCD2.28%
Poonawalla Fincorp Ltd.
FinancialNCD2.28%
Shriram Finance Ltd
FinancialDebenture1.83%
LIC Housing Finance Ltd.
FinancialDebenture1.60%
FinancialDebenture1.57%
Godrej Industries Ltd.
Consumer StaplesDebenture1.55%
Mankind Pharma Ltd.
HealthcareBonds/Deb1.55%
Aditya Birla Renewables Ltd.
EnergyBonds/NCD1.55%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture1.55%
REC Ltd.
FinancialDebenture1.55%
REC Ltd.
FinancialNCD1.54%
Bajaj Housing Finance Ltd.
FinancialNCD1.52%
Export-Import Bank Of India
FinancialCD1.46%
Export-Import Bank Of India
FinancialCD1.44%
Muthoot Finance Ltd.
FinancialDebenture1.37%
Tata Projects Ltd.
ConstructionDebenture1.22%
REC Ltd.
FinancialDebenture1.08%
India Universal Trust AL1
OthersSec. Debt0.87%
GOI
SovereignGOI Sec0.79%
National Bank For Agriculture & Rural Development
FinancialBonds0.77%
REC Ltd.
FinancialBonds0.77%
REC Ltd.
FinancialBonds0.77%
Godrej Industries Ltd.
Consumer StaplesNCD0.77%
Summit Digitel Infrastructure Pvt. Ltd.
CommunicationDebenture0.77%
FinancialDebenture0.77%
Kotak Mahindra Prime Ltd.
FinancialDebenture0.76%
Power Grid Corporation Of India Ltd.
EnergyBonds0.76%
Poonawalla Fincorp Ltd.
FinancialDebenture0.76%
Indian Railway Finance Corporation Ltd.
FinancialBonds0.76%
India Universal Trust AL1
OthersSec. Debt0.46%
Embassy Office Parks REIT
ConstructionDebenture0.46%
India Universal Trust AL1
OthersSec. Debt0.40%
FinancialBonds0.31%
Rajasthan State
OthersSDL0.00%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Debt Short Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns7.9%7.3%6.9%7.4%
Category average7.8%7.1%5.9%NA
Rank with in category1063NA
Understand terms

Peer Comparison

Debt, Short Duration fundsRating1Y3YFund Size(Cr)
4
5.6%8.2%5,433.30
5
8.2%7.6%22,069.50
5
8.2%7.6%18,143.46
4
8.3%7.4%8,739.28
5
12.8%5.3%361.74

Expense ratio, exit load and tax

Expense ratio: 0.82%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab.

Understand terms
Check past data

Fund management

Anurag Mittal
Apr 2025 - Present
View details

Education
Mr. Mittal is B.Com. (Hons), CA and M.Sc. in Accounting and Finance (specialization in Finance) from London School of Economics & Political Science.
Experience
Prior to joining UTI Mutual Fund, he worked with IDFC AMC, HDFC AMC ( Sept. 2012 - Oct. 2015), Axis AMC (July 2009 - Sept. 2012), ICICI Prudential Life Insurance Company Ltd. as Credit Research Analyst (2008-2009) and with Bank of America in Corporate Banking (2006-2008).
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
UTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Phone
0263 2296993
Launch Date
14 Nov 2002
E-mail
NA
UTI Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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