UTI Short Duration Regular Plan-Flexi IDCW Payout
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Debt, Short Duration, Principal at moderate risk
1 Year Return 6.82% at 05 Feb 2026 11:37 AM
Fund Details
NAV 18.668
Sub-Type Short Duration
Rating 3
Min. SIP Amount ₹500.0
Fund Age(Year) 12.35
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 (63.46%) Market Cap Small Cap 7.22 Mid Cap 8.03 Large Cap 48.22 Top Sectors Financial 19.02 Energy 6.78 Healthcare 5.94 Technology 5.31 Automobile 5.26 Consumer Staples 5.16 Metals & Mining 4.25 Communication 2.68 Capital Goods 2.55 Construction 2.5 Services 2.28 Materials 1.3 Consumer Discretionary 0.45 Top Holding Cummins India 1.21 State Bank of India 2.91 ICRA 0.55 Emami 0.49 Rubicon Research 0.9 Ujjivan Small Finance Bank 0.62 Abbott India 1.01 Reliance Industries 3.3 Larsen & Toubro 2.55 Graphite India 1.22 Sun Pharmaceutical Industries 1.14 eClerx Services 0.79 Canara Bank 0.92 National Aluminium Company 0.79 CRISIL 0.46 Bajaj Finserv 1.58 NTPC 1 Asian Paints 1.35 Punjab National Bank 0.16 ITC Hotels 0.53 HDFC Bank 6.13 Infosys 3.16 Hero Motocorp 0.95 Mahindra & Mahindra 1.39 Godrej Consumer 0.59 360 One Wam 0.91 Tata Steel 1.9 HCL Technologies 1.69 Glaxosmithkline Pharma 1.33 Maruti Suzuki India 1.12 Nifty 50 -1.19 Whirlpool Of India 0.46 Sanofi Consumer Healthcare India 0.66 Aditya Birla AMC 1.09 Oracle Financial Services Software 0.58 Marico 1.2 Eicher Motors 1.1 Maharashtra Scooters 0.79 CESC 1.16 Hindustan Unilever 1.68 Vedanta 1.6 Indus Towers 0.89 Mahanagar Gas 0.74 Bharti Airtel 1.85 Indian Bank 1.92 Kwality Walls India 0.03 ITC 1.25 Ingersoll-Rand 0.14 ICICI Bank 2.91 Power Grid Corporation Of India 0.73 Aurobindo Pharma 0.95 Billionbrains Garage Ventures 0.27
Debt & Others (36.54%) Sector Allocation Real Estate Investment Trusts 1.54 Commercial Paper 0.69 Net Receivables 5.52 Debt Credit Ratings Cash & Call Money 6.01 AAA 5.92 A1+ 4.73 AA+ 1.77 SOV 0.32 Debt Category National Bank Agr. Rur. Devp 0.69 DSP Silver ETF-G 5.68 DSP Gold ETF-G 7.16 Bajaj Finserv Money Market Direct-G 1.63
Comparison with same funds
Equity, Flexi Cap funds 360 ONE Multi Asset Allocation Fund Regular - Growth Ret 1M 4.89% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE Multi Asset Allocation Fund Regular - IDCW Payout Ret 1M 4.89% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE Multi Asset Allocation Fund Regular - IDCW Reinvestment Ret 1M 4.89% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Multi Asset Allocation Fund Regular-Growth Ret 1M 1.95% Ret 1Y 22.42% Ret 3Y 18.97% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Multi Asset Allocation Fund Regular-IDCW Ret 1M 1.95% Ret 1Y 22.42% Ret 3Y 18.97% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Multi Asset Allocation Fund Regular-IDCW Reinvestment Ret 1M 1.95% Ret 1Y 22.42% Ret 3Y 18.97% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Multi-Asset Omni FoF Regular-Growth Ret 1M 0.65% Ret 1Y 21.81% Ret 3Y 19.99% Ret 5Y 15.12%
Equity, Flexi Cap funds Aditya Birla Sun Life Multi-Asset Omni FoF Regular-IDCW Ret 1M 0.65% Ret 1Y 21.81% Ret 3Y 19.99% Ret 5Y 15.12%
Equity, Flexi Cap funds Aditya Birla Sun Life Multi-Asset Omni FoF Regular-IDCW Payout Ret 1M 0.65% Ret 1Y 21.81% Ret 3Y 19.99% Ret 5Y 15.12%
Equity, Flexi Cap funds Aditya Birla Sun Life Multi - Asset Passive FoF Regular-Growth Ret 1M 1.37% Ret 1Y 19.34% Ret 3Y 20.77% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Multi - Asset Passive FoF Regular-IDCW Ret 1M 1.37% Ret 1Y 19.34% Ret 3Y 20.77% Ret 5Y 0%
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
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.
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.
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 2013-10-01
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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