UTI Short Duration Regular Plan IDCW Monthly

Debt
Short Duration
Moderate Risk
Payout
6.47%
3Y annualised
+0.02% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 10 Mar 2025₹11.89
Min. SIP amountNot Supported
Rating4
Fund size₹2,446.08Cr

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 returns7.3%6.5%7.2%7.4%
Category average7.4%6.3%6.0%NA
Rank with in category1653NA
Understand terms

Peer Comparison

Holdings (36)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec8.21%
LIC Housing Finance Ltd.
FinancialDebenture7.20%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture7.18%
National Bank For Agriculture & Rural Development
FinancialDebenture7.18%
FinancialNCD7.18%
Power Finance Corporation Ltd.
FinancialNCD7.16%
Bajaj Finance Ltd.
FinancialDebenture3.08%
FinancialDebenture3.08%
Shriram Finance Ltd
FinancialDebenture2.87%
REC Ltd.
FinancialDebenture2.46%
LIC Housing Finance Ltd.
FinancialDebenture2.11%
Cholamandalam Investment and Finance Company Ltd.
FinancialNCD2.05%
National Bank For Agriculture & Rural Development
FinancialDebenture2.05%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture2.05%
REC Ltd.
FinancialNCD2.05%
Aditya Birla Renewables Ltd.
EnergyBonds/NCD2.05%
FinancialDebenture2.04%
GOI
SovereignGOI Sec1.87%
Muthoot Finance Ltd.
FinancialDebenture1.84%
Tata Projects Ltd.
ConstructionDebenture1.64%
India Universal Trust AL1
OthersSecuritised Debt1.20%
FinancialDebenture1.04%
Indian Railway Finance Corporation Ltd.
FinancialNCD1.03%
REC Ltd.
FinancialBonds1.03%
FinancialDebenture1.03%
FinancialDebenture1.02%
Mankind Pharma Ltd.
HealthcareBonds/Deb1.02%
REC Ltd.
FinancialDebenture1.02%
FinancialDebenture1.02%
Summit Digitel Infrastructure Pvt. Ltd.
CommunicationDebenture1.02%
India Universal Trust AL1
OthersSecuritised Debt0.93%
India Universal Trust AL1
OthersSecuritised Debt0.58%
FinancialBonds0.41%
FinancialBonds0.04%
Clearing Corporation of India
OthersCP0.03%
Rajasthan State
OthersSDL0.00%
See All

Expense ratio, exit load and tax

Expense ratio: 0.85%

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
Sep 2014 - 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
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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