UTI Short Duration Discontinued Regular Plan-IDCW Quarterly Payout
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Debt, Short Duration, Principal at moderate risk
1 Year Return 7.26% at 23 Dec 2025 09:49 AM
Fund Details
NAV 24.2029
Sub-Type Short Duration
Rating Not Rated
Min. SIP Amount ₹500.0
Fund Age(Year) 22.5
Fund Size(in Crores) 3374.49
Fund Performance
1 Month 0.03%
3 Month 1.13%
6 Month 2.34%
1 Year 7.26%
3 Year 7.08%
5 Year 6.55%
Know This Fund
As on 23 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (99.99%) Market Cap Small Cap 7.94 Large Cap 35.98 Mid Cap 56.07 Top Sectors Materials 41.91 Construction 27.32 Capital Goods 18.21 Consumer Discretionary 8.46 Financial 4.09 Top Holding Havells India 4.72 Astral 2.77 Oberoi Realty 2.99 Ambuja Cements 5 Dalmia Bharat 2.47 The Phoenix Mills 5.03 LIC Housing Fin. 2.59 JK Cement 3.74 Ultratech Cement 4.79 Shree Cement 4.56 Berger Paints India 2.47 Grasim Industries 5.07 Lodha Developers 5 Voltas 4.9 Dixon Technologies (India) 4.2 Bajaj Housing Finance 1.5 Asian Paints 5.83 DLF 4.95 Kei Industries 3.95 Supreme Industries 3.42 Blue Star 3.56 Godrej Properties 4.96 Prestige Estates Projects 4.39 ACC 1.79 Polycab India 5.34
Debt & Others (0.01%) Sector Allocation Net Current Assets 0.01 Debt Credit Ratings Debt Category Others 0.01
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Banking & PSU Debt Fund Regular-Growth Ret 1M -0.07% Ret 1Y 7.21% Ret 3Y 7.3% Ret 5Y 5.84%
Equity, Flexi Cap funds Aditya Birla Sun Life Banking & PSU Debt Fund Regular-IDCW Ret 1M -0.07% Ret 1Y 7.21% Ret 3Y 7.3% Ret 5Y 5.84%
Equity, Flexi Cap funds Aditya Birla Sun Life Banking & PSU Debt Fund Regular-IDCW Monthly Ret 1M -0.07% Ret 1Y 7.21% Ret 3Y 7.3% Ret 5Y 5.84%
Equity, Flexi Cap funds Aditya Birla Sun Life Banking & PSU Debt Fund Regular-IDCW Quarterly Ret 1M -0.07% Ret 1Y 7.21% Ret 3Y 7.3% Ret 5Y 5.84%
Equity, Flexi Cap funds Aditya Birla Sun Life Banking & PSU Debt Fund Regular-IDCW Reinvestment Ret 1M -0.07% Ret 1Y 7.21% Ret 3Y 7.3% Ret 5Y 5.84%
Equity, Flexi Cap funds Aditya Birla Sun Life Banking & PSU Debt Fund Retail-Growth Ret 1M -0.07% Ret 1Y 7.21% Ret 3Y 7.3% Ret 5Y 5.84%
Equity, Flexi Cap funds Aditya Birla Sun Life Banking & PSU Debt Fund Retail-IDCW Quarterly Ret 1M -0.07% Ret 1Y 7.21% Ret 3Y 7.3% Ret 5Y 5.84%
Equity, Flexi Cap funds Axis Banking & PSU Debt Fund-Bonus Ret 1M 0.04% Ret 1Y 7.47% Ret 3Y 7.13% Ret 5Y 5.71%
Equity, Flexi Cap funds Axis Banking & PSU Debt Fund-Growth Ret 1M 0.04% Ret 1Y 7.47% Ret 3Y 7.13% Ret 5Y 5.71%
Equity, Flexi Cap funds Axis Banking & PSU Debt Fund-IDCW Daily Reinvestment Ret 1M 0.04% Ret 1Y 7.47% Ret 3Y 7.13% Ret 5Y 5.71%
Equity, Flexi Cap funds Axis Banking & PSU Debt Fund-IDCW Monthly Payout Ret 1M 0.04% Ret 1Y 7.47% Ret 3Y 7.13% Ret 5Y 5.71%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0%
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) 0
Date of Incorporation 2003-06-24
Total AUM 2025-11-30
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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