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Fund Overview of UTI Short Duration Regular Plan-growth
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₹2,405.2 CrAUM
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₹33.32NAV
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0.83%Expense Ratio
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DebtFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of UTI Short Duration Regular Plan-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 1.47% | NA | 1.00% |
| 6 Months | 2.45% | NA | 4.64% |
| 1 Year | 4.76% | 4.76% | 8.71% |
| 2 Years | 14.27% | 6.90% | 8.38% |
| 3 Years | 22.23% | 6.92% | 7.90% |
| 5 Years | 40.22% | 6.99% | 6.75% |
| 7 Years | 65.32% | 7.45% | NA |
| 10 Years | 80.36% | 6.08% | 7.45% |
Compare UTI Short Duration Regular Plan-growth with other mutual funds in the same category
UTI Short Duration Regular Plan-growth
Bank Of India Short Term Income Fund Direct-growth
Bank Of India Short Term Income Fund Direct-idcw Monthly
Asset Allocation
debt instruments
95.17%other assets or cash equivalents
4.83%UTI Short Duration Regular Plan-growth is one Debt mutual fund offered by UTI Mutual Fund. the fund aims Reasonable income with low risk and high level of liquidity over short-term. Investment in Debt & Money Market instruments. It manages assets worth ₹2,405.2 crore as on Sun May 31, 2026. The expense ratio stands at 0.83%. Fund Manager Manager EducationAbout UTI Short Duration Regular Plan-growth
The portfolio allocation consists of 95.17% in debt instruments, 4.83% in other assets or cash equivalents.Managed by Anurag Mittal, it has delivered a return of 4.76% in the last year, a total return since inception of 7.30%.
While evaluating financial products many investors also look at best sip plans based on performance consistency.
Key Metrics of UTI Short Duration Regular Plan-growth
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Standard Deviation1.09%
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Sharpe Ratio0.53%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Bank Of India Short Term Income Fund Direct-growth  |
₹267 | 1.21% | 1.55% | 5.25% | 7.55% | 10.68% |
| Bank Of India Short Term Income Fund Direct-idcw Monthly |
₹267 | 1.21% | 1.55% | 5.25% | 7.55% | 10.68% |
| Bank Of India Short Term Income Fund Direct-idcw Quarterly |
₹267 | 1.21% | 1.55% | 5.25% | 7.55% | 10.68% |
| Bank Of India Short Term Income Fund Regular-growth |
₹267 | 1.15% | 1.39% | 4.65% | 6.97% | 10.16% |
| Bank Of India Short Term Income Fund Regular-idcw Monthly |
₹267 | 1.15% | 1.39% | 4.65% | 6.97% | 10.16% |
| Bank Of India Short Term Income Fund Regular-idcw Quarterly |
₹267 | 1.15% | 1.39% | 4.65% | 6.97% | 10.16% |
| Sundaram Short Duration Fund Direct-growth |
₹187 | 1.10% | 1.61% | 5.41% | 7.47% | 7.97% |
| Sundaram Short Duration Fund Direct-idcw Monthly |
₹187 | 1.10% | 1.61% | 5.41% | 7.47% | 7.97% |
| UTI Short Duration Direct-flexi Idcw |
₹2,405 | 1.15% | 1.58% | 5.23% | 7.44% | 7.57% |
| UTI Short Duration Direct-growth |
₹2,405 | 1.15% | 1.58% | 5.23% | 7.44% | 7.57% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from UTI Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
UTI Short Duration Regular Plan-flexi Idcw
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₹2,405 | 1.11% | 1.47% | 2.45% | 4.76% | 6.92% |
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UTI Short Duration Direct-flexi Idcw
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₹2,405 | 1.15% | 1.58% | 2.68% | 5.23% | 7.44% |
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UTI Short Duration Direct-growth
|
₹2,405 | 1.15% | 1.58% | 2.68% | 5.23% | 7.44% |
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UTI Short Duration Regular Plan-idcw Half Yearly
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₹2,405 | 1.11% | 1.47% | 2.45% | 4.76% | 6.92% |
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UTI Short Duration Direct-idcw Half Yearly
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₹2,405 | 1.15% | 1.58% | 2.68% | 5.23% | 7.44% |
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UTI Short Duration Direct-idcw Monthly
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₹2,405 | 1.15% | 1.58% | 2.68% | 5.23% | 7.44% |
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UTI Short Duration Regular Plan-idcw Monthly
|
₹2,405 | 1.11% | 1.47% | 2.45% | 4.76% | 6.92% |
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UTI Short Duration Direct-idcw Quarterly
|
₹2,405 | 1.15% | 1.58% | 2.68% | 5.23% | 7.44% |
|
UTI Short Duration Regular Plan-idcw Quarterly
|
₹2,405 | 1.11% | 1.47% | 2.45% | 4.76% | 6.92% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential Short Term Fund-growth |
₹21,229 | ₹63.63 | 7.31% | 6.47% | 7.27% |
| ICICI Prudential Short Term Fund Direct Plan-growth |
₹21,229 | ₹69.79 | 7.95% | 7.17% | 8.04% |
| ICICI Prudential Short Term Fund-idcw Monthly |
₹21,229 | ₹12.19 | 7.31% | 6.47% | 7.27% |
| ICICI Prudential Short Term Fund Direct Plan-idcw Monthly |
₹21,229 | ₹12.81 | 7.95% | 7.17% | 8.04% |
| Kotak Bond Short Term Fund Direct-growth |
₹15,287 | ₹60.53 | 7.51% | 6.53% | 7.51% |
| Kotak Bond Short Term Fund Regular-growth |
₹15,287 | ₹54.60 | 6.70% | 5.70% | 6.65% |
| Kotak Bond Short Term Fund Direct-idcw |
₹15,287 | ₹16.06 | 7.51% | 6.53% | 7.51% |
| Kotak Bond Short Term Fund Regular-idcw |
₹15,287 | ₹12.12 | 6.70% | 5.70% | 6.65% |
| HDFC Short Term Debt Fund-growth |
₹14,864 | ₹33.79 | 7.31% | 6.28% | 7.22% |
| HDFC Short Term Debt Fund Direct Plan-growth |
₹14,864 | ₹34.98 | 7.64% | 6.66% | 7.53% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Export Import Bank Of India Sr Aa 03 7.12 Bd 27ju30 Fvrs1lac | Financial | 5.10% | ₹122.69 Cr |
| Net Current Assets | Unspecified | 4.83% | ₹116.07 Cr |
| Power Finance Corporation Ltd. Sr Bs233b 7.64 Bd 25ag26 Fvrs1lac | Financial | 4.15% | ₹99.86 Cr |
| Piramal Finance Limited 8.75 Ncd 29oct27 Fvrs1lac | Financial | 4.13% | ₹99.45 Cr |
| Vedanta Limited 8.95 Ncd 16mr29 Fvrs1lac | Materials | 4.03% | ₹96.96 Cr |
| Hdfc Bank Limited Cd 14dec26 | Financial | 3.99% | ₹95.96 Cr |
| Poonawalla Fincorp Limited Sr A1 7.65 Ncd 21ap27 Fvrs1lac | Financial | 3.10% | ₹74.44 Cr |
| 360 One Prime Limited 8.80 Ncd 22ju28 Fvrs1lac | Financial | 3.09% | ₹74.39 Cr |
| Canara Bank** | Financial | 3.07% | ₹73.92 Cr |
| Export Import Bank Of India Sr Aa01 7.14 Bd 13dc29 Fvrs1lac | Financial | 3.07% | ₹73.82 Cr |
| Lic Housing Finance Ltd Debenture 8.75 08/12/2028 | Financial | 2.11% | ₹50.84 Cr |
| Rec Limited Sr 180-b 8.30 Bd 25ju29 Fvrs10lac | Financial | 2.11% | ₹50.71 Cr |
| Goi Sec 7.18 14/08/2033 | Entities | 2.10% | ₹50.45 Cr |
| Small Industries Development Bank Of India Sr Viii 7.68 Bd 09jl27 Fvrs1lac | Financial | 2.08% | ₹49.92 Cr |
| National Housing Bank 7.59 Bd 08sp27 Fvrs1lac | Financial | 2.08% | ₹49.92 Cr |
| National Bank For Agriculture And Rural Development Sr 25a 7.70 Bd 30sp27 Fvrs1lac | Financial | 2.07% | ₹49.88 Cr |
| Aditya Birla Renewables Limited 8.6 Ncd 24sp27 Fvrs1lac | Energy & Utilities | 2.07% | ₹49.87 Cr |
| Indian Railway Finance Corporation Limited Sr 175 7.57 Bd 18ap29 Fvrs1lac | Financial | 2.07% | ₹49.83 Cr |
| Rec Limited Sr 236-b 7.56 Bd 31ag27 Fvrs1lac | Financial | 2.07% | ₹49.81 Cr |
| Bajaj Housing Finance Limited 7.14 Ncd 26fb27 Fvrs1lac | Financial | 2.06% | ₹49.61 Cr |
Top Debt Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Bank Of India Short Term Income Fund Direct-growth |
₹30.65 | 7.55% | 10.68% | - |
| Bank Of India Short Term Income Fund Direct-idcw Monthly |
₹14.90 | 7.55% | 10.68% | - |
| Bank Of India Short Term Income Fund Direct-idcw Quarterly |
₹14.13 | 7.55% | 10.68% | - |
| Bank Of India Short Term Income Fund Regular-growth |
₹28.04 | 6.97% | 10.16% | - |
| Bank Of India Short Term Income Fund Regular-idcw Monthly |
₹14.39 | 6.97% | 10.16% | - |
| Bank Of India Short Term Income Fund Regular-idcw Quarterly |
₹14.18 | 6.97% | 10.16% | - |
| Sundaram Short Duration Fund Direct-growth |
₹50.63 | 7.47% | 7.97% | - |
| Sundaram Short Duration Fund Direct-idcw Monthly |
₹13.19 | 7.47% | 7.97% | - |
| UTI Short Duration Direct-flexi Idcw |
₹19.67 | 7.44% | 7.57% | - |
| UTI Short Duration Direct-growth |
₹35.60 | 7.44% | 7.57% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
UTI Short Duration Regular Plan-growth
What is the current AUM of UTI Short Duration Regular Plan-growth?
As of Sun May 31, 2026, UTI Short Duration Regular Plan-growth manages assets worth ₹2,405.2 crore
How has UTI Short Duration Regular Plan-growth performed recently?
- 3 Months: 1.47%
- 6 Months: 2.45%
What is the long-term performance of UTI Short Duration Regular Plan-growth?
- 3 Years CAGR: 6.92%
- 5 Years CAGR: 6.99%
- Since Inception: 7.30%
What is the portfolio composition of UTI Short Duration Regular Plan-growth?
Debt: 95.17%, Others: 4.83%.
Who manages UTI Short Duration Regular Plan-growth?
UTI Short Duration Regular Plan-growth is managed by Anurag Mittal from UTI Mutual Fund.
Which are the top companies UTI Short Duration Regular Plan-growth has invested in?
- EXPORT IMPORT BANK OF INDIA SR AA 03 7.12 BD 27JU30 FVRS1LAC – 5.10% of the fund's portfolio
- Net Current Assets – 4.83% of the fund's portfolio
- POWER FINANCE CORPORATION LTD. SR BS233B 7.64 BD 25AG26 FVRS1LAC – 4.15% of the fund's portfolio
- PIRAMAL FINANCE LIMITED 8.75 NCD 29OCT27 FVRS1LAC – 4.13% of the fund's portfolio
- VEDANTA LIMITED 8.95 NCD 16MR29 FVRS1LAC – 4.03% of the fund's portfolio
Which are the major sectors UTI Short Duration Regular Plan-growth focuses on?
- Financial – 46.36% of the fund's portfolio
- Unspecified – 4.83% of the fund's portfolio
- Materials – 4.03% of the fund's portfolio
- Entities – 2.10% of the fund's portfolio
- Energy & Utilities – 2.07% of the fund's portfolio
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