UTI Short Duration Discontinued Regular Plan-Growth

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Debt, Short Duration, Principal at moderate risk

1 Year Return 7.37% at 22 Dec 2025 06:27 PM

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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 (99.4%) Market Cap Small Cap 20.81 Large Cap 70.27 Mid Cap 8.32 Top Sectors Energy 22 Financial 17.05 Construction 12.26 Services 10.31 Automobile 10.12 Healthcare 9.83 Insurance 6.24 Consumer Staples 3.67 Technology 3.27 Capital Goods 2.59 Textiles 2.08 Top Holding Reliance Industries 10.3 GMR Airports 3.37 Tata Power Company 3.34 Life Insurance 4.21 Alivus Life Sciences 1.42 ICICI Bank 4.61 JSW Infrastructure 1.57 Tata Consultancy 2.32 Kotak Mahindra Bank 3.45 Larsen & Toubro 3.68 Swan Corp 2.76 Samvardhana Motherson 6.96 Wipro 0.95 Aditya Birla Lifestyle Brands 0.75 Adani Energy Solutions 1.01 Bajaj Finance 1.48 Adani Power 7.35 Sun TV Network 1.54 Housing & Urban Dev Corp 0.49 Piramal Finance 0.84 Adani Enterprises 6.01 NBCC (India) 0.51 JIO Financial 4.92 Adani Green Energy 2.59 Digitide Solutions 0.3 State Bank of India 1.24 Bajaj Auto 3.16 HDFC Life Insurance 2.03 K.P.R. Mill 2.08 DLF 1.95 Aurobindo Pharma 8.4 Britannia Industries 3.67 Adani Enterprises - RE 0.14

Debt & Others (0.5999999999999996%) Sector Allocation Repo 9.1 Treasury Bills 2.78 Net Payables -11.28 Debt Credit Ratings Debt Category Others -2.18 Reserve Bank of India 2.78

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.

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