UTI Short Duration Discontinued Regular Plan-Growth
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Debt, Short Duration, Principal at moderate risk
1 Year Return 7.37% at 22 Dec 2025 06:27 PM
Fund Details
NAV 45.8038
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 0.07%
3 Month 1.23%
6 Month 2.36%
1 Year 7.37%
3 Year 7.11%
5 Year 6.56%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (96.84%) Market Cap Small Cap 20.99 Large Cap 48.71 Mid Cap 27.14 Top Sectors Financial 27.7 Capital Goods 22.23 Healthcare 11.07 Automobile 7.8 Services 5.76 Technology 5.49 Consumer Staples 5.48 Chemicals 3.32 Communication 3.09 Metals & Mining 2.7 Consumer Discretionary 2.2 Top Holding ICICI Bank 7.62 State Bank of India 3.21 Max Healthcare Institute 3.55 Hitachi Energy India 3.12 Amber Enterprises India 2.2 Torrent Pharmaceuticals 3.22 KFin Technologies 2.83 JIO Financial 2.9 Kaynes Technology India 2.57 Dixon Technologies (India) 3.5 Bharti Airtel 3.09 Infosys 5.49 Bharat Electronics 4.57 Acutaas Chemicals 4.3 Gabriel India 3.61 Solar Industries India 3.32 JSW Energy 2.48 GE Vernova T&D 2.02 Trent 1.99 UNO Minda 2.26 Tata Consumer Products 5.48 Max Financial Services 2.47 HDFC Bank 5.89 Karur Vysya Bank 2.78 Eureka Forbes 2.7 Info Edge (India) 3.77 Mahindra & Mahindra 1.93 CG Power 3.97
Debt & Others (3.16%) Sector Allocation Net Receivables 0.64 Repo 2.38 Treasury Bills 0.14 Debt Credit Ratings Debt Category Others 3.02 Reserve Bank of India 0.14
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Floating Rate Fund Regular-Growth Ret 1M 0.28% Ret 1Y 7.65% Ret 3Y 7.67% Ret 5Y 6.27%
Equity, Flexi Cap funds Aditya Birla Sun Life Floating Rate Fund Regular-IDCW Daily Reinvestment Ret 1M 0.28% Ret 1Y 7.65% Ret 3Y 7.67% Ret 5Y 6.27%
Equity, Flexi Cap funds Aditya Birla Sun Life Floating Rate Fund Regular-IDCW Weekly Ret 1M 0.28% Ret 1Y 7.65% Ret 3Y 7.67% Ret 5Y 6.27%
Equity, Flexi Cap funds Aditya Birla Sun Life Floating Rate Fund Retail-Growth Ret 1M 0.28% Ret 1Y 7.65% Ret 3Y 7.67% Ret 5Y 6.27%
Equity, Flexi Cap funds Aditya Birla Sun Life Floating Rate Fund Retail-Weekly IDCW Ret 1M 0.28% Ret 1Y 7.65% Ret 3Y 7.67% Ret 5Y 6.27%
Equity, Flexi Cap funds Axis Floater Fund Regular-Growth Ret 1M 0.28% Ret 1Y 7.54% Ret 3Y 7.91% Ret 5Y 0%
Equity, Flexi Cap funds Axis Floater Fund Regular-IDCW Daily Reinvestment Ret 1M 0.28% Ret 1Y 7.54% Ret 3Y 7.91% Ret 5Y 0%
Equity, Flexi Cap funds Axis Floater Fund Regular-IDCW Monthly Payout Ret 1M 0.28% Ret 1Y 7.54% Ret 3Y 7.91% Ret 5Y 0%
Equity, Flexi Cap funds Axis Floater Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.28% Ret 1Y 7.54% Ret 3Y 7.91% Ret 5Y 0%
Equity, Flexi Cap funds Axis Floater Fund Regular-IDCW Quarterly Payout Ret 1M 0.28% Ret 1Y 7.54% Ret 3Y 7.91% Ret 5Y 0%
Equity, Flexi Cap funds Axis Floater Fund Regular-IDCW Quarterly Reinvestment Ret 1M 0.28% Ret 1Y 7.54% Ret 3Y 7.91% Ret 5Y 0%
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
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) 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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