How to use scorecard? Learn more
UTI Short Duration Fund
Price Chart
How to use scorecard? Learn more
Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.41 | 7.36 | 6.87 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.64 | 7.53 | 5.69 |
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
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.
Peers & Comparison
DebtShort Duration Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| UTI Short Duration Fund | 8.54% | 6.62% | 7.44% |
| ICICI Pru Short Term Fund | 8.55% | 7.14% | 8.54% |
| Kotak Bond Short Term Fund | 8.63% | 6.38% | 8.05% |
| HDFC Short Term Debt Fund | 8.65% | 6.51% | 8.06% |
Price Comparison
Compare UTI Short Duration Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Weightage
Current Holdings
Debt
Others
- ConstituentHolding Weight3M Change
- NCD NATIONAL HOUSING BANK3M change : 0.23 %|
Holdings
7.90 %
0.23 % - NCD SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA3M change : 0.21 %|
Holdings
7.52 %
0.21 % - NCD NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT3M change : -0.71 %|
Holdings
7.52 %
-0.71 %
AMC Profile
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
64
Total AUM
₹ 2,20,107.62 Cr.
Fund Manager Profile
Sudhir Agarwal
AUM: ₹5,240.90 Cr.
|
Exp: 12yrs
Qualification
M.Com, MBA (Finanace), CFA
Past Experience
Mr. Sudhir Agrawal is presently Fund Manager for UTI Treasury Advantage Fund, UTI Floating Rate Fund STP and UTI Short Term Income Fund.He has previously worked with CARE (Credit Analysis and Research Ltd.), Transparent Value LLC and Tata Asset Management Company Ltd in different roles.
Funds Managed (8)
UTI Floater Fund
UTI Floater Fund
UTI Gilt Fund
UTI Dynamic Bond Fund
UTI Dynamic Bond Fund
UTI Short Duration Fund
UTI Gilt Fund
UTI Short Duration Fund
Manager Performance (0)
Tax Implications
Let’s calculate your returns after tax
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Opinions and Fund Reviews
Hmm, looks like data is unavailable here. Please come back after some time.
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%