UTI Short Duration Discontinued Regular Plan-IDCW Quarterly Reinvestment

Fund Details

NAV 24.3289

Sub-Type Short Duration

Rating Not Rated

Min. SIP Amount ₹500.0

Fund Age(Year) 22.62

Fund Size(in Crores) 3181.38

Fund Performance

1 Month 0.23%

3 Month 0.79%

6 Month 2.0%

1 Year 6.82%

3 Year 7.02%

5 Year 6.7%

Know This Fund

As on 05 Feb 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (0%) Market Cap Top Sectors Top Holding

Debt & Others (100%) Sector Allocation Bonds/Debentures 0.79 Certificate of Deposit 9.89 Net Payables -1.75 Debt Credit Ratings AAA 66.99 SOV 14.01 A1+ 9.93 AA+ 6.57 AA 3.96 Debt Category Indian Railway Finance Corporation 2.38 Bharti Telecom 4.09 Small Industries 7.89 Bajaj Finance 1.57

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-Growth Ret 1M 0.12% Ret 1Y 4.32% Ret 3Y 5.16% Ret 5Y 4.0%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Ret 1M 0.12% Ret 1Y 4.32% Ret 3Y 5.16% Ret 5Y 4.0%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Reinvestment Ret 1M 0.12% Ret 1Y 4.32% Ret 3Y 5.16% Ret 5Y 4.0%

Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-Growth Ret 1M 0.14% Ret 1Y 7.13% Ret 3Y 7.35% Ret 5Y 6.23%

Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Ret 1M 0.14% Ret 1Y 7.13% Ret 3Y 7.35% Ret 5Y 6.23%

Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Quarterly Ret 1M 0.14% Ret 1Y 7.13% Ret 3Y 7.35% Ret 5Y 6.23%

Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Reinvestment Ret 1M 0.14% Ret 1Y 7.13% Ret 3Y 7.35% Ret 5Y 6.23%

Equity, Flexi Cap funds Axis Short Duration Fund Regular-Bonus Ret 1M 0.24% Ret 1Y 7.49% Ret 3Y 7.45% Ret 5Y 6.1%

Equity, Flexi Cap funds Axis Short Duration Fund Regular-Growth Ret 1M 0.24% Ret 1Y 7.49% Ret 3Y 7.45% Ret 5Y 6.1%

Equity, Flexi Cap funds Axis Short Duration Fund Regular-IDCW Monthly Payout Ret 1M 0.24% Ret 1Y 7.49% Ret 3Y 7.45% Ret 5Y 6.1%

Equity, Flexi Cap funds Axis Short Duration Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.24% Ret 1Y 7.49% Ret 3Y 7.45% Ret 5Y 6.1%

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 2025-12-31

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.