UTI Short Duration Regular Plan-IDCW Monthly Reinvestment

Fund Details

NAV 11.9967

Sub-Type Short Duration

Rating 3

Min. SIP Amount ₹500.0

Fund Age(Year) 11.42

Fund Size(in Crores) 3188.06

Fund Performance

1 Month 0.52%

3 Month 0.88%

6 Month 2.52%

1 Year 6.99%

3 Year 7.31%

5 Year 7.03%

Know This Fund

As on 16 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 GOI Securities 11.58 Commercial Paper 0.72 Debenture 31.03 Debt Credit Ratings AAA 56.13 SOV 11.58 AA+ 9.47 A1+ 8.31 AA 7.84 Debt Category Summit Digitel Infrastructure 0.79 Indian Railway Finance Corporation 2.36 HDFC Bank 2.95 Embassy Office Parks REIT 0.47

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-Growth Ret 1M -0.01% Ret 1Y 14.75% Ret 3Y 20.66% Ret 5Y 18.32%

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M -0.01% Ret 1Y 14.75% Ret 3Y 20.66% Ret 5Y 18.32%

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M -0.01% Ret 1Y 14.75% Ret 3Y 20.66% Ret 5Y 18.32%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M -0.1% Ret 1Y 15.96% Ret 3Y 23.27% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M -0.1% Ret 1Y 15.96% Ret 3Y 23.27% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M -0.1% Ret 1Y 15.96% Ret 3Y 23.27% Ret 5Y 0%

Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M 1.95% Ret 1Y 13.99% Ret 3Y 19.61% Ret 5Y 16.12%

Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M 1.95% Ret 1Y 13.99% Ret 3Y 19.61% Ret 5Y 16.12%

Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M 1.95% Ret 1Y 13.99% Ret 3Y 19.61% Ret 5Y 16.12%

Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M -0.39% Ret 1Y 18.46% Ret 3Y 24.42% Ret 5Y 0%

Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M -0.39% Ret 1Y 18.46% Ret 3Y 24.42% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 0.83%

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) 11

Date of Incorporation 2014-09-15

Total AUM 2026-01-31

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.