UTI Short Duration Direct-Growth
UTI Short Duration Direct-Growth: Mutual Fund Overview
UTI Short Duration Direct-Growth is an Short Duration mutual fund with over 13.19 years of performance history. The scheme manages an AUM of ₹3089.83 Cr and has a NAV of ₹35.0983. 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 7.4%.
Debt, Short Duration, Principal at moderate risk
1 Year Return 7.4% at 12 Mar 2026 06:23 PM
Fund Details
NAV 35.0983
Sub-Type Short Duration
Rating 3
Min. SIP Amount ₹500.0
Fund Age(Year) 13.19
Fund Size(in Crores) 3089.83
Fund Performance
1 Month 0.55%
3 Month 1.2%
6 Month 2.64%
1 Year 7.4%
3 Year 7.9%
5 Year 7.66%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (99.88%) Market Cap Large Cap 99.88 Top Sectors Financial 40.68 Energy 13.12 Technology 10.04 Communication 5.46 Consumer Staples 5.32 Construction 5.21 Automobile 5.21 Services 4.95 Materials 2.66 Healthcare 1.91 Consumer Discretionary 1.84 Metals & Mining 1.82 Capital Goods 1.66 Top Holding Infosys 4.83 Bajaj Finance 2.71 Interglobe Aviation 1.12 ITC 3.15 Eternal 1.78 Maruti Suzuki India 2.04 Asian Paints 1.11 Bharat Electronics 1.66 Titan Company 1.84 Adani Ports and Special Economic Zone 1.16 Trent 0.89 Kotak Mahindra Bank 3.18 Bharti Airtel 5.46 Ultratech Cement 1.55 Mahindra & Mahindra 3.17 Reliance Industries 9.81 Bajaj Finserv 1.19 HDFC Bank 14.05 HCL Technologies 1.53 State Bank of India 5.19 Tech Mahindra 0.9 Hindustan Unilever 2.17 Larsen & Toubro 5.21 Tata Consultancy 2.78 Axis Bank 4.11 Power Grid Corporation Of India 1.42 ICICI Bank 10.25 NTPC 1.89 Sun Pharmaceutical Industries 1.91 Tata Steel 1.82
Debt & Others (0.12%) Sector Allocation Repo 0.17 Net Payables -0.05 Margin Money 0 Debt Credit Ratings Debt Category Others 0.12
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Income Fund Regular-Growth Ret 1M 0.85% Ret 1Y 4.58% Ret 3Y 6.65% Ret 5Y 5.81%
Equity, Flexi Cap funds Aditya Birla Sun Life Income Fund Regular-IDCW Ret 1M 0.85% Ret 1Y 4.58% Ret 3Y 6.65% Ret 5Y 5.81%
Equity, Flexi Cap funds Aditya Birla Sun Life Income Fund Regular-IDCW Quarterly Ret 1M 0.85% Ret 1Y 4.58% Ret 3Y 6.65% Ret 5Y 5.81%
Equity, Flexi Cap funds Aditya Birla Sun Life Income Fund Regular-IDCW Quarterly Reinvestment Ret 1M 0.85% Ret 1Y 4.58% Ret 3Y 6.65% Ret 5Y 5.81%
Equity, Flexi Cap funds Aditya Birla Sun Life Income Fund Regular-IDCW Reinvestment Ret 1M 0.85% Ret 1Y 4.58% Ret 3Y 6.65% Ret 5Y 5.81%
Equity, Flexi Cap funds Bandhan Medium to Long Duration Fund Regular-Growth Ret 1M 0.45% Ret 1Y 3.78% Ret 3Y 5.96% Ret 5Y 4.67%
Equity, Flexi Cap funds Bandhan Medium to Long Duration Fund Regular-IDCW Half Yearly Ret 1M 0.45% Ret 1Y 3.78% Ret 3Y 5.96% Ret 5Y 4.67%
Equity, Flexi Cap funds Bandhan Medium to Long Duration Fund Regular-IDCW Half Yearly Reinvestment Ret 1M 0.45% Ret 1Y 3.78% Ret 3Y 5.96% Ret 5Y 4.67%
Equity, Flexi Cap funds Bandhan Medium to Long Duration Fund Regular-IDCW Periodic Ret 1M 0.45% Ret 1Y 3.78% Ret 3Y 5.96% Ret 5Y 4.67%
Equity, Flexi Cap funds Bandhan Medium to Long Duration Fund Regular-IDCW Periodic Reinvestment Ret 1M 0.45% Ret 1Y 3.78% Ret 3Y 5.96% Ret 5Y 4.67%
Equity, Flexi Cap funds Bandhan Medium to Long Duration Fund Regular-IDCW Quarterly Ret 1M 0.45% Ret 1Y 3.78% Ret 3Y 5.96% Ret 5Y 4.67%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.37%
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) 10
Date of Incorporation 2013-01-01
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.
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