UTI Short Duration Regular Plan-IDCW Quarterly Payout
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Debt, Short Duration, Principal at moderate risk
1 Year Return 7.37% at 22 Dec 2025 06:33 PM
Fund Details
NAV 16.8379
Sub-Type Short Duration
Rating 4
Min. SIP Amount ₹500.0
Fund Age(Year) 18.32
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 7.35%
5 Year 6.83%
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 (99.9%) Market Cap Mid Cap 77.03 Large Cap 22.87 Top Sectors Financial 20.59 Services 12.91 Capital Goods 12.34 Automobile 9.16 Technology 8.67 Healthcare 7.48 Construction 7.13 Chemicals 5.36 Consumer Staples 4.6 Energy 4.29 Metals & Mining 2.69 Communication 2.51 Textiles 1.14 Materials 1.04 Top Holding AU Small Finance Bank 2.54 Hindustan Petroleum Corporation 2.08 BSE 5.62 Muthoot Finance 1.9 Cummins India 2.86 Page Industries 1.14 Polycab India 1.78 HDFC AMC 2.58 Tube Investments Of India 1.41 One97 Communications 2.3 Coforge 3.02 SRF 2.01 IDFC First Bank 2.38 Hero Motocorp 3.8 Indus Towers 2.51 Mankind Pharma 1.21 Supreme Industries 1.04 SBI Cards 1.25 Dabur India 1.45 Persistent Systems 3.22 APL Apollo Tubes 1.48 UPL 2.04 Yes Bank 2.14 Godrej Properties 1.51 Lupin 2.38 NHPC 1.15 Aurobindo Pharma 1.63 The Phoenix Mills 1.54 PI Industries 1.3 Dixon Technologies (India) 2.83 PB Fintech 2.9 GMR Airports 1.83 Fortis Healthcare 2.27 Max Financial Services 2.12 Ashok Leyland 2.14 Oberoi Realty 0.91 Colgate-Palmolive (India) 1.35 Jubilant FoodWorks 1.11 Bharat Forge 1.81 Oil India 1.06 Suzlon Energy 3.1 Mphasis 1.52 Marico 1.8 Prestige Estates Projects 1.34 Bharat Heavy Electricals 1.77 Oracle Financial Services Software 0.91 Indian Railway Catering & Tourism 0.98 Indusind Bank 2.67 NMDC 1.21 The Federal Bank 3
Debt & Others (0.09999999999999998%) Sector Allocation CBLO 0.58 Net Payables -0.48 Debt Credit Ratings Debt Category Others 0.1
Comparison with same funds
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) 15
Date of Incorporation 2007-08-28
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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