UTI Short Duration Regular Plan IDCW Quarterly

Debt
Short Duration
Moderate Risk
Payout
7.16%
3Y annualised
+0.06% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Mar 2024₹14.85
Min. SIP amountNot Supported
Rating5
Fund size₹2,503.35Cr

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 returns7.7%7.2%5.1%7.4%
Category average7.0%5.6%5.9%NA
Rank with in category3319NA
Understand terms

Holdings (26)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec21.22%
Reserve Bank of India
FinancialT-Bills13.50%
National Bank For Agriculture & Rural Development
FinancialDebenture9.01%
FinancialDebenture8.05%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture8.00%
FinancialFRB7.26%
Capital GoodsNCD2.98%
Shriram Finance Ltd
FinancialDebenture2.80%
SovereignGOI Sec2.00%
REC Ltd.
FinancialNCD2.00%
See All

Expense ratio, exit load and tax

Expense ratio: 0.84%

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

Fund management

Sudhir Agrawal
Jul 2012 - 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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