What is the NAV of UTI Short Duration Fund?
The Current NAV of UTI Short Duration Fund is ₹33.78, as of 13th June 2025What are the returns of UTI Short Duration Fund?
The UTI Short Duration Fund has been there since 1st January 2013- 1 Year Returns: 9.46
- 3 Year Returns: 8.15
- 5 Year Returns: 7.91
What are the top 5 sectors holdings of UTI Short Duration Fund?
The top sectors UTI Short Duration Fund has invested in are as for 1st 01 2013 are as follows -- Public Banks | 29.63%
- Consumer Finance | 17.05%
- Specialized Finance | 13.57%
- G-Sec | 12.86%
- Others | 11.81%
What are the top 5 holdings UTI Short Duration Fund?
The top 5 holdings for UTI Short Duration Fund are- 6.79% GOVT BONDS - 07/10/2034 | 11.20%
- NCD LIC HOUSING FINANCE LTD. | 6.36%
- NCD NATIONAL HOUSING BANK | 6.34%
- NCD SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA | 6.34%
- NCD NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT | 6.32%
What is the asset allocation of UTI Short Duration Fund?
The UTI Short Duration Fund is a plan that invests- Corporate Debt | 78.78%
- Government Securities | 12.86%
- Certificate of Deposit | 3.37%
- Cash & Equivalents | 2.53%
- Secured Debt | 2.17%
How to invest in UTI Short Duration Fund?
If you wish to invest in UTI Short Duration Fund Plan via smallcase, you can follow these quick and easy steps -- Log in to smallcase
- Search and select the UTI Short Duration Fund
- Complete filling your details and KYC
- Enter the Amount and type of investment (SIP or Lumpsum)
- And Voila! your SIP or Lumpsump investment in UTI Short Duration Fund is completed
You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.
What is the AUM of UTI Short Duration Fund?
The AUM of UTI Short Duration Fund is 2822.27 Cr as of 13th June 2025What is the expense ratio of UTI Short Duration Fund Plan?
The expense ratio of UTI Short Duration Fund Plan is 0.36How to exit UTI Short Duration Fund?
If you have invested in UTI Short Duration Fund, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.What is the alpha of UTI Short Duration Fund?
The alpha ratio for the UTI Short Duration Fund is N/A
Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the Volatility or Standard Deviation of UTI Short Duration Fund?
The volatility or standard deviation for the UTI Short Duration Fund is 0.84
Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of UTI Short Duration Fund?
The sharpe ratio for the UTI Short Duration Fund is 6.24
The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of UTI Short Duration Fund?
The Sortino ratio for the UTI Short Duration Fund is 0.90
The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.
What is the Price to Earnings (PE) of UTI Short Duration Fund?
The PE ratio (price-to-earnings) of the UTI Short Duration Fund is N/A while category PE ratio is N/A1. Test MF FAQ for Mutual Fund UTI Short Duration Fund Shares?
The Current NAV of UTI Short Duration Fund is ₹33.78, as of 13th June 20255. Test MF FAQ Is there any lock-in period for UTI Short Duration Fund Plan?
There is a lock in period of N/A for UTI Short Duration Fund
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UTI Short Duration Fund Direct Growth
Growth
33.780.05% (-0.02)
High
—
—
Low
—
—
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
1M
6M
1Y
3Y
5Y
Max
SIP
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UTI Short Duration Fund Performance & Key Metrics
UTI Short Duration Fund Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.36 | 6.69 | 6.24 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.63 | 6.84 | 5.32 |
UTI Short Duration Fund Scheme InfoUTI Short Duration Fund Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 500 |
| BenchmarkBenchmark |
|---|
| CRISIL Short Duration Debt Index |
About Short Duration Fund
About Short Duration Fund
Short duration funds are debt funds. They invest in short term debt securities for the duration between 1 to 3 years. They generally offer stable returns for moderate risks.
UTI Short Duration Fund Peers
What are peers and why compare against them?
What are peers and why compare against them?
A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.
UTI Short Duration Fund Peers & Comparison
Comparing 3 mutual funds from
DebtShort Duration Fund
DebtShort Duration Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| UTI Short Duration Fund | 9.46% | 8.15% | 7.55% |
| ICICI Pru Short Term Fund | 9.66% | 8.82% | 8.62% |
| Kotak Bond Short Term Fund | 9.91% | 8.27% | 8.16% |
| HDFC Short Term Debt Fund | 9.70% | 8.27% | 8.16% |
UTI Short Duration Fund Returns Comparison
Compare UTI Short Duration Fund with any MF, ETF, stock or indexCompare UTI Short Duration Fund with any MF, ETF, stock or index
UTI Short Duration Fund
Hmm, looks like data is unavailable here. Please come back after some timeUTI Short Duration Fund Portfolio
What are constituents?
What are constituents?
Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.
UTI Short Duration Fund Asset Allocation
UTI Short Duration Fund Asset Allocation
Actual
Target
Sep 2024
Dec 2024
Mar 2025
May 2025
Sep 2024
Dec 2024
Mar 2025
May 2025
UTI Short Duration Fund Sector Distribution
UTI Short Duration Fund Sector Distribution
Sep 2024
Dec 2024
Mar 2025
May 2025
UTI Short Duration Fund Sector Weightage
UTI Short Duration Fund Sector Weightage
Public Banks
Public Banks as a % of total holdings for last six quarters
UTI Short Duration Fund Current Holdings
UTI Short Duration Fund Current Holdings
Debt
Others
- ConstituentHolding Weight3M Change
Holdings
11.20 %
2.98 %Holdings
6.36 %
-0.83 %Holdings
6.34 %
-0.83 %
AMC Profile of UTI Short Duration Fund
AMC Profile of UTI Short Duration Fund
UTI AMC commenced operations from February 1, 2003. It has been promoted by four sponsors, namely, SBI, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank and each of them hold 25% of the paid up capital of UTI AMC.
UTI AMC commenced operations from February 1, 2003. It has been promoted by four sponsors, namely, SBI, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank and each of them hold 25% of the paid up capital of UTI AMC.
No.of Schemes
67
Total AUM
₹ 2,38,445.26 Cr.
UTI Short Duration Fund Manager Details
UTI Short Duration Fund Manager Details
UTI Short Duration Fund Manager Profile
UTI Short Duration Fund Manager Profile
Anurag Mittal
AUM: ₹38,223.34 Cr.
|
Exp: 4yrs
Qualification
B.Com, ACA, MSc
Past Experience
Mr. Anuraj Mittal has Wide experience in credit research.
Funds Managed (18)
Debt (14)
Growth
9.46%
9.46%
7.64%
7.64%
0.58%
0.58%
Growth
8.98%
8.98%
7.70%
7.70%
0.54%
0.54%
Growth
8.21%
8.21%
7.49%
7.49%
0.23%
0.23%
Growth
8.35%
8.35%
7.34%
7.34%
0.44%
0.44%
Growth
8.99%
8.99%
7.57%
7.57%
0.81%
0.81%
7.38%
7.38%
6.78%
6.78%
0.94%
0.94%
Growth
9.78%
9.78%
7.97%
7.97%
0.29%
0.29%
10.74%
10.74%
—
—
0.23%
0.23%
10.21%
10.21%
—
—
0.70%
0.70%
Growth
8.30%
8.30%
7.58%
7.58%
0.15%
0.15%
Growth
9.20%
9.20%
8.01%
8.01%
0.33%
0.33%
Growth
8.44%
8.44%
7.44%
7.44%
0.36%
0.36%
8.01%
8.01%
7.37%
7.37%
0.35%
0.35%
Growth
9.46%
9.46%
8.15%
8.15%
0.36%
0.36%
UTI Short Duration Fund Manager Performance (0)
UTI Short Duration Fund Manager Performance (0)
Debt: Short Duration Fund
UTI Short Duration Fund Tax Implications
UTI Short Duration Fund Tax Implications
Let’s calculate your returns after tax
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Historical
Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab
₹10 Lakh - ₹12 Lakh
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You make
UTI Short Duration Fund Review & Opinions
UTI Short Duration Fund Review & Opinions
The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
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Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%