UTI Short Duration Fund - Regular Plan

Debt

Short Duration

Moderate Risk

Rs 32.52

-0.01

NAV as on Dec 23, 2025

Growth Direct

Growth Regular

IDCW Direct

Benchmark

Crisil Short-Term Bond Fund Index

Expense Ratio

0.82%

Fund Category

Debt - Short Duration

Fund Size

Rs 3,357 Crores

Exit Load

0.00%

Min. Investment

Rs 1,000

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Sector Allocation

UTI Short Duration Fund - Regular Plan Fund Details

Investment Objective - The scheme aims to generate steady and reasonable income, with low risk and high level of liquidity from a portfolio of money market securities and high quality debt.

Fund House

UTI Mutual Fund

Return Since Launch

6.67%

Launch Date

Sep 19, 2007

Type

Open Ended

Riskometer

Moderate

Ratio Analysis

Standard Deviation

1.35

Category Avg

Beta

1.38

Category Avg

Top Holdings

Name	Assets (%)	Sector	Instrument
LIC Housing Finance Ltd.	5.29	Finance	Non Convertible Debentures
Power Finance Corporation Ltd.	5.25	Finance	Non Convertible Debentures
Tata Communications Ltd.	2.96	Telecommunications	Non Convertible Debentures
Bajaj Finance Ltd.	2.24	Finance	Non Convertible Debentures
Aditya Birla Capital Ltd.	2.23	Finance	Non Convertible Debentures
Poonawalla Fincorp Ltd.	2.22	Finance	Non Convertible Debentures
Godrej Industries Ltd.	1.51	Personal Care	Non Convertible Debentures
Muthoot Finance Ltd.	1.51	Finance	Non Convertible Debentures
Mahindra & Mahindra Financial Services Ltd.	0.74	Finance	Non Convertible Debentures
Power Grid Corporation of India Ltd.	0.74	Power	Non Convertible Debentures

View All

Dec 23, 2025

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	0.00	0.03	1.08	2.29	7.55	7.32	6.83	6.22	6.67
Category Average (%)	-0.02	0.04	1.17	2.42	7.20	7.07	5.12	NA	7.01
Rank within Category	68	109	109	108	95	76	10	52	74

* Returns over 1 year are CAGR

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Peer Comparision

Scheme Name(Growth Regular)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
ICICI Prudential Short Term Fund	62.00	23,473	0.02	0.23	1.50	2.83	7.89	7.70	6.33	7.46	7.84	1.06
HDFC Short Term Debt Fund	32.94	18,312	0.00	0.12	1.38	2.60	7.71	7.71	6.11	7.39	7.99	0.73
Kotak Bond Short Term Fund (G)	53.43	18,157	-0.02	0.06	1.17	2.18	7.18	7.09	5.51	6.84	7.34	1.12
SBI Short Term Debt Fund - Retail Plan	37.34	17,715	-0.03	0.01	1.18	2.51	7.64	7.34	5.67	6.91	7.42	0.87
SBI Short Term Debt Fund	33.00	17,715	-0.03	0.01	1.18	2.51	7.64	7.34	5.67	6.91	6.70	0.85
Axis Short Duration Fund	31.80	12,902	-0.00	0.08	1.25	2.60	7.91	7.55	5.97	7.15	7.54	0.91
Axis Short Duration Fund - Retail Plan	31.44	12,902	-0.00	0.08	1.25	2.60	7.91	7.53	5.96	7.15	7.51	0.93
Aditya Birla Sun Life Short Term Fund	48.92	10,812	-0.03	0.06	1.44	2.63	7.64	7.46	6.08	7.31	7.28	1.00
Bandhan Short Duration Fund	58.51	10,412	-0.06	0.02	1.02	2.12	7.28	7.33	5.62	6.87	7.31	0.82
Nippon India Short Duration Fund	54.23	9,809	-0.11	-0.08	1.22	2.42	7.66	7.47	6.01	6.98	7.62	0.95

View All

Dec 23, 2025

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹5,363 (+7.25%)

Fund Manager

Abhishek Sonthalia

Mr. Abhishek Sonthalia has done B. Com, Management Programme from NITIE and CFA Charter holder. Prior to joining UTI Mutual Fund, he has worked with Tata Mutual Fund, CRISIL Ltd. and TCS.

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Here is the list of funds managed by Abhishek Sonthalia

Scheme Name(Growth Regular)	Category	NAV(Rs)	AUM(Rs Cr)	1Y(%)	5Y(%)
Tata Liquid Fund	Debt - Liquid	4,226.10	22,790	6.54	5.73
Tata Ultra Short Term Fund	Debt - Ultra Short Duration	14.56	6,104	6.57	5.42
UTI Ultra Short Duration Fund	Debt - Ultra Short Duration	4,355.40	4,926	6.66	6.16
UTI Ultra Short Duration Fund - Institutional Plan	Debt - Ultra Short Duration	3,120.80	4,926	6.66	6.31
Tata Corporate Bond Fund	Debt - Corporate Bond	12.65	4,303	6.93	NA
Tata Treasury Advantage Fund	Debt - Low Duration	4,043.50	3,935	7.13	5.80
Tata Short Term Bond Fund	Debt - Short Duration	48.88	3,369	6.59	5.21
UTI Short Duration Fund - Retail Plan	Debt - Short Duration	45.78	3,357	7.25	6.55
UTI Short Duration Fund	Debt - Short Duration	32.52	3,357	7.25	6.83
Tata Income Plus Arbitrage Active FOF	Others - Fund of Funds	10.26	323	NA	NA

View All

Dec 23, 2025

Top Performing Related Funds

Scheme Name(Growth Regular)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
UTI Nifty 50 ETF	287.92	69,510	1.39	0.43	4.16	5.52	11.55	14.97	14.69	13.82	73.15	0.05
UTI BSE Sensex ETF	940.53	54,591	1.14	0.35	4.34	5.09	10.16	13.98	13.70	13.76	55.35	0.05
UTI Nifty 50 Index Fund	180.26	26,492	1.38	0.40	4.09	5.37	11.26	14.63	14.97	13.76	11.88	0.31
UTI Flexi Cap Fund	323.75	25,575	0.90	-1.14	-2.08	0.17	1.96	12.27	10.77	12.58	10.94	1.66
UTI Money Market Fund - Retail Plan	7,349.69	21,999	0.09	0.47	1.48	3.01	7.50	7.22	5.83	6.26	7.20	0.06
UTI Money Market Fund	3,180.66	21,999	0.09	0.47	1.48	3.01	7.50	7.55	6.23	6.74	7.28	0.22