UTI Short Term Fund
UTI Short Term Fund is a short term fund of UTI Asset Mgmt. Co. Ltd. with ₹1,756 cr under management. It is ahead of its benchmark (CRISIL Short Duration Debt A-II Index) in 2 of 4 periods. Its direct plan charges 0.41% a year. Anurag Mittal has managed it for 0.2 years.
Has UTI Short Term Fund beaten its benchmark?
Ahead of its benchmark, CRISIL Short Duration Debt A-II Index, in 2 of 4 periods in AMFI's figures; +4.62% over the last year against +4.78%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | −0.23% | −3.60% | — |
| 3 months | +0.49% | −5.03% | — |
| 6 months | +2.31% | −1.83% | — |
| 1 year | +4.49% | −4.06% | +8.55 pts |
| 3 years | +7.19% | +9.27% | −2.08 pts |
| 5 years | +6.47% | +8.00% | −1.53 pts |
| 10 years | +6.27% | +12.69% | −6.42 pts |
| Since start from 4 Jan 2013 | +7.28% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | +4.62% | +4.17% | +4.78% | −0.16 | 🔒 |
| 3y | +7.22% | +6.72% | +7.01% | +0.21 | 🔒 |
| 5y | +6.52% | +5.96% | +6.12% | +0.40 | 🔒 |
| 10y | +6.27% | +5.74% | +6.74% | −0.47 | 🔒 |
Value of 100, month-end
Oct 2016 to 14 Oct 2026₹100 put in at the start of Oct 2016 would be ₹184 on 14 Oct 2026, against ₹327 in the Nifty 500 TRI.
What does UTI Short Term Fund cost?
0.41% a year on the direct plan, 0.81% on the regular plan; 18 of 22 funds in its category charge less.
Who manages UTI Short Term Fund?
Anurag Mittal, since 21 Jul 2026.
What does UTI Short Term Fund hold?
38 holdings as of 30 Sep 2026; the ten largest are 40.8% of the fund, the largest NCD EXPORT IMPORT BANK OF INDIA at 6.9%.
Mix
Holdings as of 30 Sep 2026Five largest
% of fundFive largest industries
% of fundHow does UTI Short Term Fund score against its category?
Seven scores against funds of its kind, and the warning signs it trips.
Are the companies inside any good?
The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.
How is UTI Short Term Fund run?
Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.
Which funds hold much the same?
The index it is nearest and the funds whose holdings overlap most.
Funds that hold much the same
% of holdings in commonHow much is in its sponsor's own group?
Holdings in companies of the fund house's sponsor group, beside the index.
Questions people ask
Who manages UTI Short Term Fund?
Anurag Mittal (manager) since 21 Jul 2026.
What is the expense ratio of UTI Short Term Fund?
0.41% a year on the direct plan and 0.81% on the regular plan (expense report, Oct 2026).
How has UTI Short Term Fund done?
Its direct plan returned +7.22% a year over 3 years against +7.01% for its benchmark, CRISIL Short Duration Debt A-II Index, as of 13 Oct 2026.
See UTI Short Term Fund beside your own funds in Valarth
