UTI - Short Duration Fund - Direct Plan - Growth Option

Fixed IncomeShort Duration

35.23

0.00(0.01%)

NAV as on 21 Apr, 2026

CAGR

7.56%

Top Performer

This scheme has consistently delivered the best returns in its Short Duration category across .

Returns

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AUM (Crs.)2,359.31
Expense Ratio0.37 %
Sharpe Ratio / Category Average0.85 / 0.38
Standard Deviation / Category Average1.09 / 1.44
Beta / Category Average1.17 / 1.32
Portfolio Turnover / Category Average145.41 / 214.52
Top 5 Debt Holdings Wt.34.09
Top 10 Debt Holdings Wt.52.37
Investment StyleLimited Sensitivity High Quality
Morningstar Rating

Performance

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Absolute and Annualised Returns

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Portfolio

Asset Allocation

Equity%
Debt%
Cash%
Derivatives%

Weightage by Credit Rating

Concentration

No. of Debt Holdings--
Top 10 Debt Holdings--
Top 5 Debt Holdings--

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Fundamentals

Measures	Fund

Risk Metrics

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Mutual Fund	AUM (cr.)	3YReturns

Holdings

Stocks

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About

Fund Manager(s)Check History
Abhishek Sonthalia
Launch Date01 Jan, 2013
BenchmarkCRISIL Short Duration Debt A-II TR INR

Objective

The investment objective of the scheme is to generate reasonable income, with low risk and high level of liquidity from a portfolio of debt & money market instruments. However there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.

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