UTI Short Duration Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹500

UTI Short Duration Growth Direct Plan

NAV
₹30.7010
+0.07%
(16 May)
AUM
2,680 Cr
TER
0.37%
Risk
Moderate Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+7.8%
+7.5%
+7.4%
+7.3%
+6.4%
3Y
+6.6%
+7.7%
+6.3%
+6.0%
+12.4%
5Y
+7.9%
+5.8%
+7.6%
+7.4%
+4.3%
ALL
+8.5%
+7.4%
+8.6%
+8.1%
+6.7%
VOL
1.7%
2.1%
1.7%
1.5%
1.8%
TER
0.5%
0.4%
0.4%
0.4%
0.5%
AUM
₹18,092 Cr
₹2,680 Cr
₹7,274 Cr
₹5,497 Cr
₹77 Cr
INFO
5.02
3.53
5.08
5.41
3.78
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
UTI Short Duration (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Apr
Top holdings
Net Current Assets
14.9%
ICICI Bank Ltd. - NCD & Bonds
8.7%
National Bank For Agriculture And Rural Development - NCD & Bonds
8.4%
LIC Housing Finance Limited - NCD & Bonds
8.3%
Power Finance Corporation Ltd. - NCD & Bonds
7.5%
Small Industries Development Bank of India - NCD & Bonds
7.5%
Union Bank of India
7.0%
Rural Electrification Corporation Limited - NCD & Bonds
5.8%
182 DTB 29082024
5.5%
Canara Bank
4.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
-
Lock-in period
-
Exit load
No exit load
Fund 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.
Fund manager(s)
Sudhir Agarwal

FAQs