1M
6M
1Y
3Y
5Y
All
| NAV: 17 Apr 2025 | ₹33.32 |
| Min. SIP amount | ₹500 |
| Rating | 4 |
| Fund size | ₹2,565.85Cr |
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
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 9.3% | 7.6% | 8.2% | 7.5% |
| Category average | 9.0% | 6.8% | 6.3% | NA |
| Rank with in category | 23 | 6 | 3 | NA |
Understand terms
Peer Comparison
| Debt, Short Duration funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
ICICI Prudential Short Term Fund Direct Plan Growth | 5 | 9.7% | 8.3% | 20,427.68 |
Aditya Birla Sun Life Short Term Direct Fund Direct Growth | 5 | 9.9% | 7.9% | 8,068.03 |
Axis Short Duration Fund Direct Growth | 4 | 9.9% | 7.7% | 9,024.40 |
HDFC Short Term Debt Fund Direct Plan Growth | 4 | 9.7% | 7.7% | 14,207.90 |
Nippon India Short Term Fund Direct Growth | 4 | 9.9% | 7.7% | 6,232.07 |
Holdings (37)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
GOI | Sovereign | GOI Sec | 15.82% |
LIC Housing Finance Ltd. | Financial | Debenture | 6.92% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 6.89% |
Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 6.89% |
National Housing Bank | Financial | NCD | 6.88% |
Power Finance Corporation Ltd. | Financial | NCD | 6.86% |
Canara Bank | Financial | CD | 3.65% |
Bajaj Finance Ltd. | Financial | Debenture | 2.95% |
Kotak Mahindra Prime Ltd. | Financial | Debenture | 2.94% |
Shriram Finance Ltd | Financial | Debenture | 2.74% |
REC Ltd. | Financial | Debenture | 2.35% |
LIC Housing Finance Ltd. | Financial | Debenture | 2.02% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 1.98% |
Cholamandalam Investment and Finance Company Ltd. | Financial | NCD | 1.97% |
Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 1.96% |
REC Ltd. | Financial | NCD | 1.96% |
REC Ltd. | Financial | Debenture | 1.96% |
Aditya Birla Renewables Ltd. | Energy | Bonds/NCD | 1.96% |
GOI | Sovereign | GOI Sec | 1.79% |
Muthoot Finance Ltd. | Financial | Debenture | 1.76% |
Tata Projects Ltd. | Construction | Debenture | 1.57% |
India Universal Trust AL1 | Others | Sec. Debt | 1.14% |
Power Finance Corporation Ltd. | Financial | Debenture | 1.00% |
Indian Railway Finance Corporation Ltd. | Financial | NCD | 0.99% |
REC Ltd. | Financial | Bonds | 0.98% |
Mankind Pharma Ltd. | Healthcare | Bonds/Deb | 0.98% |
National Housing Bank | Financial | Debenture | 0.98% |
Mahindra & Mahindra Financial Services Ltd. | Financial | Debenture | 0.98% |
REC Ltd. | Financial | Debenture | 0.98% |
Summit Digitel Infrastructure Pvt. Ltd. | Communication | Debenture | 0.98% |
Indian Railway Finance Corporation Ltd. | Financial | Debenture | 0.97% |
India Universal Trust AL1 | Others | Sec. Debt | 0.83% |
India Universal Trust AL1 | Others | Sec. Debt | 0.54% |
REC Ltd. | Financial | Bonds | 0.39% |
REC Ltd. | Financial | Bonds | 0.04% |
Clearing Corporation of India | Others | CP | 0.03% |
Rajasthan State | Others | SDL | 0.00% |
See All
Expense ratio, exit load and tax
Expense ratio: 0.42%
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
Anurag MittalApr 2025 - PresentView details
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
NAWebsite
www.utimf.com
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,
Email
[email protected]Website
www.karvymfs.comCompare funds
UTI Short Duration Direct Growth
VS
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Vaishnavi Tech Park, South Tower, 3rd Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
Karnataka
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