UTI Short Duration Regular Plan-IDCW Quarterly Reinvestment
Debt, Short Duration, Principal at moderate risk
1 Year Return 4.17% at 08 Jun 2026 12:34 PM
UTI Short Duration Regular Plan-IDCW Quarterly Reinvestment: Mutual Fund Overview
UTI Short Duration Regular Plan-IDCW Quarterly Reinvestment is an Short Duration mutual fund with over 18.78 years of performance history. The scheme manages an AUM of ₹2696.92 Cr and has a NAV of ₹17.1381. 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 4.17%.
Fund Details
NAV 17.1381
Sub-Type Short Duration
Rating 3
Min. SIP Amount ₹500.0
Fund Age(Year) 18.78
Fund Size(in Crores) 2696.92
Fund Performance
1 Month 0.48%
3 Month 0.76%
6 Month 1.59%
1 Year 4.17%
3 Year 6.75%
5 Year 6.88%
Know This Fund
As on 08 Jun 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (91.99%) Market Cap Large Cap 46.6 Mid Cap 29 Small Cap 16.38 Top Sectors Financial 28.65 Services 10.17 Healthcare 8.69 Automobile 8.36 Capital Goods 8.06 Consumer Staples 7.18 Construction 5.82 Communication 3.76 Chemicals 3.56 Technology 3.15 Materials 2.8 Energy 1.44 Textiles 0.34 Top Holding Aditya Birla Capital 2.09 Allied Blenders And Distillers 1.46 Apar Industries 1.59 Apollo Hospitals Enterprise 3.1 Arvind Fashions 0.34 Avalon Technologies 1.18 Axis Bank 4.07 Bharti Airtel 3.76 Coforge 1.92 CreditAccess Grameen 2.03 CSB Bank 1.11 Hitachi Energy India 2.59 ICICI Bank 6.55 Interglobe Aviation 2.87 ITC Hotels 2.2 JK Cement 2.8 Larsen & Toubro 3.46 Marico 1.49 Maruti Suzuki India 3 Max Financial Services 2.64 MCX 2.2 Motilal Oswal Financial Services 1.73 Navin Fluorine International 3.56 Navkar Corporation 0.88 One97 Communications 2.02 Oracle Financial Services Software 1.23 Radico Khaitan 1.34 Samvardhana Motherson 1.9 Shriram Finance 2.05 State Bank of India 3.52 Sun Pharmaceutical Industries 2.69 Syrma SGS Technology 2.24 Tata Consumer Products 1.31 Tata Motors 1.4 Tata Power Company 1.44 The Phoenix Mills 2.36 Torrent Pharmaceuticals 2.89 Ujjivan Small Finance Bank 2.87 UNO Minda 2.07 VA Tech Wabag 2.05
Debt & Others (8.01%) Sector Allocation Net Receivables 0.14 Repo 7.87 Debt Credit Ratings Debt Category Others 8.01
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-Growth Ret 1M 0.42% Ret 1Y 2.04% Ret 3Y 4.63% Ret 5Y 3.89%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Ret 1M 0.42% Ret 1Y 2.04% Ret 3Y 4.63% Ret 5Y 3.89%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Reinvestment Ret 1M 0.42% Ret 1Y 2.04% Ret 3Y 4.63% Ret 5Y 3.89%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-Growth Ret 1M 0.44% Ret 1Y 4.3% Ret 3Y 6.82% Ret 5Y 6.07%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Ret 1M 0.44% Ret 1Y 4.3% Ret 3Y 6.82% Ret 5Y 6.07%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Quarterly Ret 1M 0.44% Ret 1Y 4.3% Ret 3Y 6.82% Ret 5Y 6.07%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Reinvestment Ret 1M 0.44% Ret 1Y 4.3% Ret 3Y 6.82% Ret 5Y 6.07%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-Bonus Ret 1M 0.5% Ret 1Y 4.73% Ret 3Y 7.0% Ret 5Y 6.05%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-Growth Ret 1M 0.5% Ret 1Y 4.73% Ret 3Y 7.0% Ret 5Y 6.05%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-IDCW Monthly Payout Ret 1M 0.5% Ret 1Y 4.73% Ret 3Y 7.0% Ret 5Y 6.05%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.5% Ret 1Y 4.73% Ret 3Y 7.0% Ret 5Y 6.05%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.88%
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.
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.
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).
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) 9
Date of Incorporation 2007-08-28
Total AUM 396629.24
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 Reinvestment FAQs
How to invest in UTI Short Duration Regular Plan-IDCW Quarterly Reinvestment?
Investing in UTI Short Duration Regular Plan-IDCW Quarterly Reinvestment 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 Reinvestment 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 Reinvestment?
The term expense ratio for UTI Short Duration Regular Plan-IDCW Quarterly Reinvestment 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 Reinvestment is 0.88% as of 08 Jun 2026.
What is the NAV of UTI Short Duration Regular Plan-IDCW Quarterly Reinvestment?
The NAV of UTI Short Duration Regular Plan-IDCW Quarterly Reinvestment is ₹17.1381 as of 08 Jun 2026.
What is the AUM of UTI Short Duration Regular Plan-IDCW Quarterly Reinvestment?
The AUM (Assets Under Management) of UTI Short Duration Regular Plan-IDCW Quarterly Reinvestment 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 Reinvestment is ₹2696.92 Cr as of 08 Jun 2026.
What is the PE and PB ratio of UTI Short Duration Regular Plan-IDCW Quarterly Reinvestment?
The PE ratio of UTI Short Duration Regular Plan-IDCW Quarterly Reinvestment 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 Reinvestment?
Yes, you can invest in UTI Short Duration Regular Plan-IDCW Quarterly Reinvestment 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 Reinvestment in the last 5 years?
The return of UTI Short Duration Regular Plan-IDCW Quarterly Reinvestment in the last 5 years is 6.88%.
What is the minimum SIP investment required in UTI Short Duration Regular Plan-IDCW Quarterly Reinvestment?
The minimum SIP investment in UTI Short Duration Regular Plan-IDCW Quarterly Reinvestment depends on the fund's scheme rules and usually starts at a small amount. For UTI Short Duration Regular Plan-IDCW Quarterly Reinvestment, the minimum SIP amount is ₹500.0.
What is the current NAV of UTI Short Duration Regular Plan-IDCW Quarterly Reinvestment?
The NAV of UTI Short Duration Regular Plan-IDCW Quarterly Reinvestment, as of 08 Jun 2026, is ₹17.1381.
Who manages the UTI Short Duration Regular Plan-IDCW Quarterly Reinvestment?
The fund managers responsible for UTI Short Duration Regular Plan-IDCW Quarterly Reinvestment are:
- Sudhir Agrawal
- Abhishek Sonthalia
- Anurag Mittal