UTI-Short Duration Fund - Direct (G) logo

UTI Short Duration Fund Direct Growth

NAV ₹34.64 as on 17 Nov 2025

RiskModerate

Fund Size₹3,381.01Cr

NAV₹34.64 as on 17 Nov 2025
RiskModerate
Fund Size₹3,381.01Cr

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Investment Details
Top Rated Funds

Lock-in

No Lock-in

Min One Time Amount

₹500

Min Withdrawal Amount

₹-

Min SIP Amount

₹500

Min Additional Amount

₹500

Exit Load

Nil

Basic Details

Age

12 years 10 months (Since Jan 04, 2013)

Return since Launch

7.48%

Expense ratio

0.37%

Type

OPEN

AUM (Fund Size)

₹3,381.01

Risk Grade

Moderate

Benchmark

CRISIL Short Duration Debt A-II Index

Calculate Your Returns
Select Duration
Choose Amount
Returns
Total investment of ₹2,40,000
Would have become ₹61,949 (+209.74%)
Fund Manager

Name:

Abhisek Sonthalia

Experience:

Overall 11 years of experience in the field of macro-economics and credit research and analysis. From Dec 2013 till date with Tata Asset Management Ltd as Credit Analyst/AVP Credit tracking all leading sectors and macro-economics research. Reporting to the Head Fixed Income/Chief Investment Officer. From June 2011 to Nov 2013 with CRISIL Ltd, tracking financial sector and carrying out credit rating analysis for companies in the financial sector. Reporting to the Associate Director. From July 2009 to May 2011 with CRISIL Ltd, in the credit ratings business as an intern/trainee. From September 2007 to July 2008 with TCS as Associate, working on a consulting project for a UK based Chartered Accountancy firm.

Asset Allocation

Currently, data not available

See All

GSEC2034 9.15%

S I D B I 8.27%

REC Ltd 7.40%

N A B A R D 7.21%

LIC Housing Fin. 6.84%

Power Fin.Corpn. 6.76%

E X I M Bank 6.02%

Natl. Hous. Bank 5.26%

Bajaj Finance 4.49%

Net CA & Others 3.40%

Kotak Mahindra P 2.99%

Poonawalla Fin 2.96%

Canara Bank 2.90%

E X I M Bank 2.88%

Axis Bank 2.86%

Godrej Industrie 2.26%

Aditya Birla Cap 2.22%

A B Renewables 1.50%

Muthoot Finance 1.50%

Godrej Seeds & G 1.49%

Bajaj Housing 1.49%

GSEC2032 6.28 1.47%

GSEC2030 6.01 1.47%

Tata Projects 1.19%

INDIA UNIVERSAL TRUST AL1-SERIES A3 0.83%

GSEC2031 0.76%

Summit Digitel. 0.75%

Power Grid Corpn 0.74%

M & M Fin. Serv. 0.74%

I R F C 0.74%

Embassy Off.REIT 0.45%

INDIA UNIVERSAL TRUST AL1 - SERIES-A2 0.38%

India Universal Trust AL1 - Series AI 0.31%

CDMDF-A2 UNITS 0.26%

C C I 0.04%

RAJASTHAN 2026 0.00%

See All
Scheme Holding Summary

Debt Others

87.09%

Govt. Securities

12.85%

Fixed Deposits

0.04%

See All

Govt. Securities

Debt Others

Small Industries Development Bank of India Ltd

8.27%

REC Ltd

7.40%

National Bank for Agriculture & Rural Development

7.21%

Export-Import Bank of India

6.02%

National Housing Bank

5.26%

Kotak Mahindra Prime Ltd

2.99%

Export-Import Bank of India

2.88%

Aditya Birla Renewables Ltd

1.50%

Godrej Seeds & Genetics Ltd

1.49%

Tata Projects Ltd

1.19%

Summit Digitel Infrastructure Ltd

0.75%

Fixed Deposits

Clearing Corporation of India Ltd

0.04%
See All
RiskometerLevel of risk in the scheme
Moderate
High
Low
Very
High

Your investment will be at Moderate Risk

Fund house & investment objective
Rank (total assets)#7 in India
Total AUM₹3,79,175.93Cr
Date of Incorporation14 Nov 2002
UTI Short Duration Fund Direct Growth is a Debt Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 04 Jan 2013. The fund currently has an Asset Under Management(AUM) of ₹3,79,175.93 Cr and the Latest NAV as of 17 Nov 2025 is ₹34.64.
The UTI Short Duration Fund Direct Growth is rated Moderate. Minimum SIP Investment is set to ₹500 . Minimum Lumpsum Investment is ₹500. Exit load of Nil.
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Returns and Rankings

Category: Debt Short Duration Fund

1Y3Y5YAll
Fund returns8.34%2.62%1.46%0.60%
Category average8.18%2.48%1.21%-
Rank within category1892-

FAQ’s

What kind of returns does UTI Short Duration Fund Direct Growth provide?

UTI Short Duration Fund Direct Growth has given a return of 8.08% in the past 3 years.

What is the expense ratio charged by UTI Short Duration Fund Direct Growth?

The Expense Ratio charged by UTI Short Duration Fund Direct Growth is 0.37%.

What is the AUM size of UTI Short Duration Fund Direct Growth?

The AUM size of UTI Short Duration Fund Direct Growth is ₹3,381.01Cr.

What is the minimum SIP amount that you can invest in UTI Short Duration Fund Direct Growth?

₹500 is the minimum SIP amount that you can invest in UTI Short Duration Fund Direct Growth .

What are the top stock holdings of UTI Short Duration Fund Direct Growth?

The top stock holdings of UTI Short Duration Fund Direct Growth include

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start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.