UTI Short Duration Direct Growth

Debt
Short Duration
Moderate Risk
6.56%
3Y annualised
-0.02% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 04 Oct 2024₹31.74
Min. SIP amount₹500
Rating5
Fund size₹2,884.39Cr

Return calculator

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

Returns and rankings

Category: Debt Short Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns8.7%6.6%8.1%7.4%
Category average7.7%5.7%6.2%NA
Rank with in category343NA
Understand terms

Holdings (35)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec8.23%
National Bank For Agriculture & Rural Development
FinancialDebenture7.83%
FinancialNCD7.31%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture6.96%
LIC Housing Finance Ltd.
FinancialDebenture6.09%
Power Finance Corporation Ltd.
FinancialNCD6.07%
GOI
SovereignGOI Sec5.84%
Union Bank of India
FinancialCD4.99%
Bajaj Finance Ltd.
FinancialDebenture3.48%
FinancialDebenture3.47%
See All

Expense ratio, exit load and tax

Expense ratio: 0.41%

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

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund management

Sudhir Agrawal
Jan 2013 - Present
View details

Education
Mr.Sudhir Agrawal is a M.Com, PGDBA (Finance) and a CFA.
Experience
Prior to joining UTI he has worked with TATA Asset Management Ltd., Tramp Value Pvt. Ltd. and CARE Ratings.
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
Stock Holding Corp. of India Ltd.
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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