UTI Short Duration Discontinued Regular Plan-Growth

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 (98.97%) Market Cap Mid Cap 16.66 Large Cap 60.79 Small Cap 21.52 Top Sectors Financial 30.03 Automobile 11.71 Healthcare 10.03 Energy 9.62 Capital Goods 7.34 Technology 7.29 Construction 5.03 Communication 4.24 Services 3.71 Consumer Staples 3.37 Metals & Mining 2.32 Insurance 1.95 Materials 1.26 Chemicals 0.45 Textiles 0.32 Consumer Discretionary 0.29 Top Holding L&T Fin 0.54 Granules India 0.95 Reliance Industries 5.03 Varun Beverages 1.04 Dixon Technologies (India) 0.73 Craftsman Automation 0.6 eClerx Services 0.57 Bharat Electronics 1.69 Ashok Leyland 0.53 Indian Bank 0.79 Birlasoft 0.31 K.P.R. Mill 0.32 Onesource Specialty Pharma 0.36 Infosys 3.55 Bajaj Finance 0.96 Lupin 0.81 Vishal Mega Mart 0.29 Tata Steel 0.37 Hindustan Aero 0.52 Jindal Steel 1.04 TVS Motor Company 1.07 Wipro 0.18 Torrent Pharmaceuticals 0.82 Sansera Engineering 0.57 Aditya Infotech 0.59 The Federal Bank 1.3 PNB Housing Finance 0.84 JB Chemicals 0.86 Laurus Labs 0.35 Larsen & Toubro 2.47 Solar Industries India 0.45 Hero Motocorp 0.51 Healthcare Global Enterprises 0.48 Ujjivan Small Finance Bank 0.34 Bajaj Auto 0.47 MCX 1.54 Samvardhana Motherson 0.53 Apar Industries 0.98 Premier Energies 1.55 Apollo Hospitals Enterprise 0.73 Tata Capital 0.5 PG Electroplast 0.44 Minda Corporation 1.51 LG Electronics India 0.29 Tata Motors 0.5 Tech Mahindra 1.79 Karur Vysya Bank 0.65 Awfis Space Solutions 0.48 ONGC 0.28 Mrs. Bectors Food Specialities 0.25 GE Vernova T&D 0.57 Kaynes Technology India 0.46 HDFC Bank 7.27 Sagility 0.35 The Phoenix Mills 0.73 NTPC 1.83 ICICI Bank 5.32 Brigade Enterprises 0.43 RBL Bank 1.29 SBI Life Insurance Company 0.6 UNO Minda 0.2 Bharat Heavy Electricals 0.8 India Shelter Finance Corporation 0.73 Hyundai Motor 0.73 Fortis Healthcare 1.34 TVS Motor Company - Pref. Shares 0.01 Kotak Mahindra Bank 1.34 Sona BLW Precision Forgings 0.55 ITC 1.1 Bharat Petroleum Corporation 0.93 Gabriel India 0.53 HDFC Life Insurance 1.35 Jyoti CNC Automation 0.76 Shriram Finance 1.51 Vijaya Diagnostic Centre 0.63 Indus Towers 0.5 Ultratech Cement 1.26 Cholamandalam Investment and Finance Company 0.54 Coforge 1.2 State Bank of India 3.08 Prestige Estates Projects 0.57 City Union Bank 1.09 CG Power 1.04 Bharti Airtel 3.15 KFin Technologies 0.37 Welspun Corp 0.6 Firstsource Solutions 0.48 Maruti Suzuki India 0.85 Anant Raj 0.83 Tata Consultancy 0.26 Hindalco Industries 0.3 Cipla 0.79 Cholamandalam Financial 0.5 Sun Pharmaceutical Industries 1.41 Bajaj Finserv 1.07 Atlanta Electricals 0.33 Krishna Institute 0.49 Mahindra & Mahindra 2.54

Debt & Others (1.03%) Sector Allocation Net Receivables 0.38 CBLO 0.65 Debt Credit Ratings Debt Category Others 1.03

Comparison with same funds

Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - Growth Ret 1M -1.95% Ret 1Y -1.61% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - IDCW Payout Ret 1M -1.95% Ret 1Y -1.61% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - IDCW Reinvestment Ret 1M -1.95% Ret 1Y -1.61% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds 360 ONE Focused Fund Regular-Growth Ret 1M -1.03% Ret 1Y 2.45% Ret 3Y 14.94% Ret 5Y 16.3%

Equity, Flexi Cap funds 360 ONE Focused Fund Regular-IDCW Ret 1M -1.03% Ret 1Y 2.45% Ret 3Y 14.94% Ret 5Y 16.3%

Equity, Flexi Cap funds 360 ONE Focused Fund Regular-IDCW Reinvestment Ret 1M -1.03% Ret 1Y 2.45% Ret 3Y 14.94% Ret 5Y 16.3%

Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - Growth Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - IDCW Payout Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - IDCW Reinvestment Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Bal Bhavishya Yojna Regular-Growth Ret 1M -0.24% Ret 1Y 4.26% Ret 3Y 13.68% Ret 5Y 11.4%

Equity, Flexi Cap funds Aditya Birla Sun Life Bal Bhavishya Yojna Regular-IDCW Ret 1M -0.24% Ret 1Y 4.26% Ret 3Y 13.68% Ret 5Y 11.4%

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.