UTI Short Duration Regular Plan-IDCW Half Yearly Payout
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Debt, Short Duration, Principal at moderate risk
1 Year Return 6.82% at 05 Feb 2026 10:25 AM
Fund Details
NAV 14.0043
Sub-Type Short Duration
Rating 3
Min. SIP Amount ₹500.0
Fund Age(Year) 11.39
Fund Size(in Crores) 3181.38
Fund Performance
1 Month 0.23%
3 Month 0.79%
6 Month 2.0%
1 Year 6.82%
3 Year 7.24%
5 Year 6.97%
Know This Fund
As on 05 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (99.01%) Market Cap Large Cap 50.61 Small Cap 14.72 Mid Cap 33.68 Top Sectors Technology 18.91 Energy 16.75 Automobile 12.57 Materials 11.54 Healthcare 11.33 Consumer Staples 8.86 Capital Goods 7.31 Chemicals 4.14 Metals & Mining 3.43 Construction 2.26 Services 1.91 Top Holding Bharat Petroleum Corporation 3.22 Samvardhana Motherson 1.43 Balkrishna Industries 1.75 Aurobindo Pharma 1.39 Reliance Industries 8.29 Oracle Financial Services Software 2.34 HCL Technologies 2.53 Eveready Industries India 1.35 Cipla 2.37 Colgate-Palmolive (India) 2.6 Dr. Reddy's Laboratories 1.06 Astral 1.21 Marico 1.93 Kwality Walls India 0.04 Polycab India 1.91 L&T Technology Services 1.05 Godrej Consumer 0.5 Larsen & Toubro 2.11 Zydus Lifesciences 0.37 Sobha 0.15 Jindal Steel 1.37 Finolex Cables 0.95 Tata Consultancy 6.38 Persistent Systems 1.43 Torrent Power 1.89 Coal India 4.52 Castrol India 1.45 Tata Technologies 1.19 Infosys 5.18 ACC 2.17 Jupiter Life Line Hospitals 1.14 Laurus Labs 2.69 Hindalco Industries 2.06 Mahindra & Mahindra 2.64 Hindustan Unilever 2.44 Petronet LNG 2.25 Rashtriya Chemicals and Fertilizers 0.39 Mahanagar Gas 1.1 Alembic Pharmaceuticals 0.45 Dixon Technologies (India) 2.64 Cera Sanitaryware 0.85 Grasim Industries 1.83 CAMS 0.72 Tata Motors Passenger Vehicles 1.83 Glaxosmithkline Pharma 1.86 Voltamp Transformers 1.81 PI Industries 0.76 Time Technoplast 0.96 Tube Investments Of India 2.82 Bharat Forge 2.1 Linde India 1.54
Debt & Others (0.99%) Sector Allocation Net Receivables 0.99 Debt Credit Ratings Debt Category Others 0.99
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-Growth Ret 1M -2.04% Ret 1Y 9.82% Ret 3Y 14.05% Ret 5Y 11.68%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Ret 1M -2.04% Ret 1Y 9.82% Ret 3Y 14.05% Ret 5Y 11.68%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Payout Ret 1M -2.04% Ret 1Y 9.82% Ret 3Y 14.05% Ret 5Y 11.68%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-Growth Ret 1M -1.22% Ret 1Y 8.47% Ret 3Y 14.8% Ret 5Y 11.61%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Ret 1M -1.22% Ret 1Y 8.47% Ret 3Y 14.8% Ret 5Y 11.61%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Reinvestment Ret 1M -1.22% Ret 1Y 8.47% Ret 3Y 14.8% Ret 5Y 11.61%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-Growth Ret 1M -1.28% Ret 1Y 8.4% Ret 3Y 14.04% Ret 5Y 9.36%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Ret 1M -1.28% Ret 1Y 8.4% Ret 3Y 14.04% Ret 5Y 9.36%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Reinvestment Ret 1M -1.28% Ret 1Y 8.4% Ret 3Y 14.04% Ret 5Y 9.36%
Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-Growth Ret 1M -2.07% Ret 1Y 6.14% Ret 3Y 12.04% Ret 5Y 9.39%
Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-IDCW Monthly Payout Ret 1M -2.07% Ret 1Y 6.14% Ret 3Y 12.04% Ret 5Y 9.39%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.83%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Abhishek Sonthalia
Education Mr. Sonthalia has done B. Com, Management Programme from NITIE and CFA Charter holder.
Experience Prior to joining UTI Mutual Fund, he has worked with Tata Mutual Fund, CRISIL Ltd. and TCS.
Anurag Mittal
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).
Sudhir Agrawal
Education Mr.Sudhir Agrawal is a M.Com, PGDBA (Finance) and a CFA.
Experience Prior to joining SBI MF he has worked with UTI MF, TATA Asset Management Ltd., Tramp Value Pvt. Ltd. and CARE Ratings.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at moderate risk
AMC and Fund details
Rank (total sets) 14
Date of Incorporation 2014-09-15
Total AUM 2025-12-31
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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