UTI Mutual Fund

UTI Short Duration Fund (G)

DebtShort Term
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Top Ranked

₹ 31.99

NAV (Jul 29)

7.573%
3 Year CAGR
Scripbox Opinion
not-recommended
Top Ranked
These are the top-ranked funds within short term mutual funds.Short Term Funds invest in debt and money market instruments such that the duration of the portfolio is between 1 to 3 years.This exposes them to higher variations when interest rates change.

The category is one of the largest categories within the Debt Segment (9% of the total assets).

We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher credit risk and higher interest rate risk.

Our analysis of this fundLearn how we rate funds ->

Consistency of Credit quality

Satisfactory

The performance of the fund on a Consistency of Credit Quality metric has been Satisfactory

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

View all 8 analysis

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UTI Short Duration Fund (G) Calculator

Investment Duration5 years

7,32,612

Total Investment

1,35,115

Wealth Gained

8,67,727

Total Corpus Created (₹)

With CAGR of 7.003 % in 5 years

Historical NAV

₹ 31.9918

NAV (Jul 29)

Fund Returns

Last 1Y
8.7%
Last 3Y
7.6%
Last 5Y
7%
Last 10Y
6.4%
Since Inception
7.4%
6 Month CAGR
4.7%

Scheme Information

Investment Objective

The scheme seeks to generate reasonable income, with low risk and high level of liquidity from a portfolio of debt & money market instruments.

Expense Ratio
0.85 %
Launched
-
AUM in Crores
3280.9
ISIN
INF789F01QA4
Lock-in (days)
No Lock-in
Benchmark
CRISIL Short Duration Debt A-II Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
0.9
Beta
1.8
Sharpe Ratio
0.1
YTM
-
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Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
UTI Short Duration Fund (G)70%8,67,727 1,35,1157%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Debt Holdings

GOI

8.63%
8.632%

National Bank For Agriculture & Rural Development

8.23%
8.228%

GOI

7.98%
7.98%

National Housing Bank

7.67%
7.672%

Small Industries Devp. Bank of India Ltd.

7.31%
7.309%
See all holdings
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comparison

Comparison with Debt Funds

amc-img

About the AMC

UTI Mutual Fund

UTI Asset Management Compnay has been frated the 7th largest ASM Company by CRISIL. They manage about 11 million live folios and have a client base of 12.8%. Being a part and parcel of Unit Trust of India, the Government of India holds about 74% stake in the Company. UTI AMC Limited offers wide range of products and have been a pioneer in launching various profitable schemes.amc-img
Fund NameScripbox Opinion
Till Date CAGR

11.1%

9%

19.7%

12.7%

7%

6.8%

7.4%

7.2%

7.5%

7.6%

UTI Short Duration Fund (G) Calculator

Investment Duration5 years

7,32,612

Total Investment

1,35,115

Wealth Gained

8,67,727

Total Corpus Created (₹)

With CAGR of 7.003 % in 5 years

UTI Short Duration Fund (G) Review

UTI Short Duration Fund (G) is a Short Term Debt fund and has delivered an annualised return of 7.45%. The fund is managed by UTI Mutual Fund. The fund manager’s name is Sudhir Agrawal.

Nav of UTI Short Duration Fund (G) as of 7/29/2025 is ₹31.99 with the total AUM as of 7/30/2025 is ₹3280.85. With Scripbox you can compare and check the latest nav for all mutual funds in India. The category risk of the fund is Moderate.

The minimum SIP amount for UTI Short Duration Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

UTI Short Duration Fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Short Duration Debt A-II Index.

Scripbox has rated it 4 stars, indicating it's a top ranking fund in the Debt category and delivered 8.67% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Short Duration Fund (G).

Frequently Asked Questions

What is UTI Short Duration Fund (G)?

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What is the NAV of UTI Short Duration Fund (G)?

UTI Short Duration Fund (G) Calculator

Investment Duration5 years

7,32,612

Total Investment

1,35,115

Wealth Gained

8,67,727

Total Corpus Created (₹)

With CAGR of 7.003 % in 5 years