UTI Short Duration Regular Plan-IDCW Quarterly Payout
UTI Short Duration Regular Plan-IDCW Quarterly Payout: Mutual Fund Overview
UTI Short Duration Regular Plan-IDCW Quarterly Payout is an Short Duration mutual fund with over 18.57 years of performance history. The scheme manages an AUM of ₹3089.83 Cr and has a NAV of ₹16.951. It is rated '3' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 6.05%.
Debt, Short Duration, Principal at moderate risk
1 Year Return 6.05% at 24 Mar 2026 03:28 PM
Fund Details
NAV 16.951
Sub-Type Short Duration
Rating 3
Min. SIP Amount ₹500.0
Fund Age(Year) 18.57
Fund Size(in Crores) 3089.83
Fund Performance
1 Month -0.15%
3 Month 0.72%
6 Month 1.81%
1 Year 6.05%
3 Year 7.06%
5 Year 6.95%
Know This Fund
As on 24 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Financial 6.48 Technology 4.18 Healthcare 3.36 Energy 2.83 Others 1.35 Diversified 1.34 Automobile 1.25 Chemicals 1 Metals & Mining 0.75 Construction 0.73 Communication 0.68 Services 0.39 Consumer Discretionary 0.29 Capital Goods 0.24 Consumer Staples 0.12 Top Holding
Debt & Others (100%) Sector Allocation State Development Loan 26.92 Certificate of Deposit 8.06 Repo 6.61 Debt Credit Ratings SOV 63.04 AAA 19.8 Cash & Call Money 8.79 A1+ 8.06 Others 0.31 Debt Category West Bengal State 0.19 Summit Digitel Infrastructure 4.07 L&T Metro Rail (Hyderabad) 1.1 Small Industries 1.95
Comparison with same funds
Equity, Flexi Cap funds 360 ONE Dynamic Bond Fund Regular-Bonus Ret 1M -0.83% Ret 1Y 6.38% Ret 3Y 7.97% Ret 5Y 6.81%
Equity, Flexi Cap funds 360 ONE Dynamic Bond Fund Regular-Growth Ret 1M -0.83% Ret 1Y 6.38% Ret 3Y 7.97% Ret 5Y 6.81%
Equity, Flexi Cap funds 360 ONE Dynamic Bond Fund Regular-IDCW Half Yearly Payout Ret 1M -0.83% Ret 1Y 6.38% Ret 3Y 7.97% Ret 5Y 6.81%
Equity, Flexi Cap funds 360 ONE Dynamic Bond Fund Regular-IDCW Half Yearly Reinvestment Ret 1M -0.83% Ret 1Y 6.38% Ret 3Y 7.97% Ret 5Y 6.81%
Equity, Flexi Cap funds 360 ONE Dynamic Bond Fund Regular-IDCW Monthly Payout Ret 1M -0.83% Ret 1Y 6.38% Ret 3Y 7.97% Ret 5Y 6.81%
Equity, Flexi Cap funds 360 ONE Dynamic Bond Fund Regular-IDCW Monthly Reinvestment Ret 1M -0.83% Ret 1Y 6.38% Ret 3Y 7.97% Ret 5Y 6.81%
Equity, Flexi Cap funds 360 ONE Dynamic Bond Fund Regular-IDCW Quarterly Payout Ret 1M -0.83% Ret 1Y 6.38% Ret 3Y 7.97% Ret 5Y 6.81%
Equity, Flexi Cap funds 360 ONE Dynamic Bond Fund Regular-IDCW Quarterly Reinvestment Ret 1M -0.83% Ret 1Y 6.38% Ret 3Y 7.97% Ret 5Y 6.81%
Equity, Flexi Cap funds Aditya Birla Sun Life Dynamic Bond Regular Fund-Growth Ret 1M -0.23% Ret 1Y 5.19% Ret 3Y 7.15% Ret 5Y 6.67%
Equity, Flexi Cap funds Aditya Birla Sun Life Dynamic Bond Regular Fund-IDCW Ret 1M -0.23% Ret 1Y 5.19% Ret 3Y 7.15% Ret 5Y 6.67%
Equity, Flexi Cap funds Aditya Birla Sun Life Dynamic Bond Regular Fund-IDCW Monthly Ret 1M -0.23% Ret 1Y 5.19% Ret 3Y 7.15% Ret 5Y 6.67%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.82%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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.
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).
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) 12
Date of Incorporation 2007-08-28
Total AUM 396376.12
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.
Take Your Next Step
UTI Short Duration Regular Plan-IDCW Quarterly Payout FAQs
How to invest in UTI Short Duration Regular Plan-IDCW Quarterly Payout?
Investing in UTI Short Duration Regular Plan-IDCW Quarterly Payout through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for UTI Short Duration Regular Plan-IDCW Quarterly Payout in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of UTI Short Duration Regular Plan-IDCW Quarterly Payout?
The term expense ratio for UTI Short Duration Regular Plan-IDCW Quarterly Payout or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of UTI Short Duration Regular Plan-IDCW Quarterly Payout is 0.82% as of 24 Mar 2026.
What is the NAV of UTI Short Duration Regular Plan-IDCW Quarterly Payout?
The NAV of UTI Short Duration Regular Plan-IDCW Quarterly Payout is ₹16.951 as of 24 Mar 2026.
What is the AUM of UTI Short Duration Regular Plan-IDCW Quarterly Payout?
The AUM (Assets Under Management) of UTI Short Duration Regular Plan-IDCW Quarterly Payout is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of UTI Short Duration Regular Plan-IDCW Quarterly Payout is ₹3089.83 Cr as of 24 Mar 2026.
What is the PE and PB ratio of UTI Short Duration Regular Plan-IDCW Quarterly Payout?
The PE ratio of UTI Short Duration Regular Plan-IDCW Quarterly Payout shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in UTI Short Duration Regular Plan-IDCW Quarterly Payout?
Yes, you can invest in UTI Short Duration Regular Plan-IDCW Quarterly Payout through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of UTI Short Duration Regular Plan-IDCW Quarterly Payout in the last 5 years?
The return of UTI Short Duration Regular Plan-IDCW Quarterly Payout in the last 5 years is 6.95%.
What is the minimum SIP investment required in UTI Short Duration Regular Plan-IDCW Quarterly Payout?
The minimum SIP investment in UTI Short Duration Regular Plan-IDCW Quarterly Payout depends on the fund's scheme rules and usually starts at a small amount. For UTI Short Duration Regular Plan-IDCW Quarterly Payout, the minimum SIP amount is ₹500.0.
What is the current NAV of UTI Short Duration Regular Plan-IDCW Quarterly Payout?
The NAV of UTI Short Duration Regular Plan-IDCW Quarterly Payout, as of 24 Mar 2026, is ₹16.951.
Who manages the UTI Short Duration Regular Plan-IDCW Quarterly Payout?
The fund managers responsible for UTI Short Duration Regular Plan-IDCW Quarterly Payout are:
- Sudhir Agrawal
- Anurag Mittal
- Abhishek Sonthalia