UTI Short Duration Discontinued Regular-G

Fund Category: Short Duration

Fund Category Short Duration

Moderate Debt G

3 Morning Star

0 Value Research

NAV( 29 Apr 2025)

₹ 44.25
1.35%

UTI Short Duration Discontinued Regular-G

Invest now

Performance

6.76%3y Returns

0.07% 1D Returns

Investment details

  • Min SIP amount

    ₹ -
  • Min Lumpsum

    ₹ 10000
  • Lock In

    0
  • Expense ratio

    0.86%
  • Exit load

    NIL
    L After 365 days

Fund details

View Fund Documents
  • Fund size

    ₹ 2,566 Cr
  • Plan

    REGULAR
  • Launch date

    23 Jun 2003
  • Fund type

    OPEN
  • Fund benchmark

    CRISIL Short Duration Debt A-II Index
  • ISIN

    INF789F01AJ9

Fund allocation

Asset allocation

Company holdings
Company Allocation %
CDMDF Class A2 0.28%
REC Ltd SR-133 Bonds 8.30 10/04/2025 0.04%
REC Ltd SR-147 Bonds 7.95 12/03/2027 0.39%
REC Ltd SR 230-A Bonds 7.71 26/02/2027 0.98%
Rajasthan State SDL 8.19 23/06/2026 0.0%
GOI Sec 7.04 03/06/2029 1.79%
GOI Sec 6.79 07/10/2034 15.82%
Clearing Corporation of India CP 0.03%
LIC Housing Finance Ltd Debenture 8.75 08/12/2028 2.02%
Summit Digitel Infrastructure Pvt. Ltd Debenture 7.40 28/09/2028 0.98%
Muthoot Finance Ltd SR 24-A TR V Debenture 8.50 29/01/2026 1.76%
Power Finance Corporation Ltd SR 223 Debenture 7.64 22/02/2033 1.0%
Mahindra & Mahindra Financial Services Ltd SR AB Debenture 8.30 23/03/2026 0.98%
LIC Housing Finance Ltd Fixed Deposits 7.67 15/04/2033 6.92%
Indian Railway Finance Corporation Ltd SR 171 Debenture 7.23 15/10/2026 0.97%
REC Ltd SR 223B Debenture 7.46 30/06/2028 1.96%
Tata Projects Ltd SR M Debenture 8.43 06/02/2026 1.57%
Shriram Finance Ltd SR PPD XV 23-24 Debenture 9.25 19/12/2025 2.74%
National Bank For Agriculture & Rural Development SR 24E Debenture 7.80 15/03/2027 6.89%
Small Industries Devp. Bank of India Ltd SR VII Debenture 7.75 10/06/2027 6.89%
Small Industries Devp. Bank of India Ltd SR VIII Debenture 7.68 09/07/2027 1.96%
National Bank For Agriculture & Rural Development SR 24H Debenture 7.62 10/05/2029 1.98%
Kotak Mahindra Prime Ltd Debenture 7.9866 17/09/2027 2.94%
REC Ltd SR 232 A Debenture 7.59 31/05/2027 2.35%
National Housing Bank Debenture 7.59 14/07/2027 0.98%
Bajaj Finance Ltd Debenture 8.12 10/09/2027 2.95%
REC Ltd SR 236-B Debenture 7.56 31/08/2027 0.98%
Mankind Pharma Ltd SR 3 Bonds/Deb 7.97 16/11/2027 0.98%
Net Current Assets 4.08%
India Universal Trust AL1 SERIES A1 PTC Sec. Debt 20/09/2026 0.83%
India Universal Trust AL1 SERIES A2 PTC Sec. Debt 20/07/2027 0.55%
India Universal Trust AL1 Sec. Debt 8.20 20/09/2030 1.14%
Canara Bank CD 18/03/2026 3.65%
Cholamandalam Investment & Finance Company Ltd SR 646 NCD 8.50 25/07/2027 1.97%
Indian Railway Finance Corporation Ltd SR 175 NCD 7.57 18/04/2029 0.99%
REC Ltd SR 231A NCD 7.64 30/04/2027 1.96%
Power Finance Corporation Ltd SR 238 NCD 7.55 15/04/2027 6.86%
National Housing Bank NCD 7.59 08/09/2027 6.88%
Aditya Birla Renewables Ltd Bonds/NCD 8.60 24/09/2027 1.96%
Sectors
Company Allocation %
Others 6.91%
Construction 1.57%
Sovereign 17.61%
Energy 1.96%
Financial 69.99%
Healthcare 0.98%
Communication 0.98%

Risk Associated

Moderate
  • Investors be aware that principal under this fund will be at Moderate risk
  • This product is suitable for investors who are seeking capital appreciation over long term

Contact Information

Address:

About

UTI AMC is the seventh largest asset management company in India in terms of AUM. With more than 1.1 crore folios, their client base accounts for 12.8% of the approximately 86 million folios that are managed by the Indian mutual fund industry. It has completed 50 years as India?s leading Financial service institution and was a sole vehicle of capital market investment for Indian citizens till the early 90?s. With 150 branches, 47,000 highly trained IFAs, 320 Chief Agents and Business Development Associates and over 1 crore investor accounts, UTI AMC is one of the leading financial institutions with a pan Indian presence. They are committed to continuing their legacy of delivering best in class services with a focus on social responsibility and nation-building.

  • Funds Offered

    6
  • AUM

    ₹ 5,131 Cr
  • Highest Return

    9.84%
About

Sudhir Agrawal Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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