UTI-Short Duration Fund - Direct (G) logo

UTI Short Duration Fund Direct Growth

Debt | Short Duration Fund

NAV ₹33.81 as on 20 Jun 2025

RiskModerate

Fund Size₹3,107.94Cr

NAV₹33.81 as on 20 Jun 2025
RiskModerate
Fund Size₹3,107.94Cr
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 5 months (Since Jan 04, 2013)

Return since Launch

7.53%

Expense ratio

0.36%

Type

OPEN

AUM (Fund Size)

₹3,107.94

Risk Grade

Moderate

Benchmark

CRISIL Short Duration Debt A-II Index

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

Name:

Anurag Mittal

Experience:

He is associated with IDFC AMC since November 2015 and is responsible for investments and fixed income fund management. Prior experience:  HDFC Asset Management Company Ltd. (September 2012 - October 2015) as Senior Manager Investments, responsible for Dealing & Research.  Axis Asset Management Company Limited (July 2009 - September 2012). Fund Manager - Investments, responsible for Fund Management, Dealing & Research.  ICICI Prudential Life Insurance (June 2008 - June 2009) as a Manager of Investments, responsible for Dealing & Research.  Bank of America (November 2006 -June 2008) as an Analyst for Corporate Debt Products and was involved in research. Mr Mittal has experience spanning of over 11 years in Mutual Fund & Banking.

Asset Allocation

Currently, data not available

See All

GSEC2034 10.10%

LIC Housing Fin. 7.45%

Power Fin.Corpn. 7.40%

S I D B I 7.38%

REC Ltd 7.22%

Natl. Hous. Bank 6.58%

Bajaj Finance 4.90%

E X I M Bank 4.57%

Axis Bank 4.54%

N A B A R D 4.10%

E X I M Bank 4.09%

Net CA & Others 3.32%

Mankind Pharma 3.28%

Poonawalla Fin 3.23%

Canara Bank 3.07%

Kotak Mahindra P 2.46%

Aditya Birla Cap 2.41%

Shriram Finance 1.94%

A B Renewables 1.64%

Bajaj Housing 1.61%

Power Grid Corpn 1.61%

Muthoot Finance 1.46%

Tata Projects 1.30%

INDIA UNIVERSAL TRUST AL1-SERIES A3 0.93%

Summit Digitel. 0.81%

M & M Fin. Serv. 0.81%

India Universal Trust AL1 0.59%

Embassy Off.REIT 0.48%

INDIA UNIVERSAL TRUST AL1 - SERIES-A2 0.44%

CDMDF-A2 UNITS 0.23%

C C I 0.03%

RAJASTHAN 2026 0.00%

See All
Scheme Holding Summary

Debt Others

89.85%

Govt. Securities

10.10%

Fixed Deposits

0.03%

See All

Govt. Securities

Debt Others

Small Industries Development Bank of India Ltd

7.38%

REC Ltd

7.22%

National Housing Bank

6.58%

Export-Import Bank of India

4.57%

National Bank for Agriculture & Rural Development

4.10%

Export-Import Bank of India

4.09%

Kotak Mahindra Prime Ltd

2.46%

Aditya Birla Renewables Ltd

1.64%

Tata Projects Ltd

1.30%

Summit Digitel Infrastructure Ltd

0.81%

Fixed Deposits

Clearing Corporation of India Ltd

0.03%
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₹3,39,982.90Cr
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 ₹3,39,982.90 Cr and the Latest NAV as of 20 Jun 2025 is ₹33.81.
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 returns9.41%2.66%1.51%0.61%
Category average9.28%2.51%1.26%-
Rank within category1893-

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 8.19% 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 0.36%.

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

The AUM size of UTI Short Duration Fund Direct Growth is ₹3,107.94Cr.

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 and LIC Housing Finance Ltd.

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start building your wealth journey

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