NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

UTI Short Duration Plan-Growth for NRI [32.87]

Min Investment

₹500

Fund Size

₹3,188.06 Cr

Expense Ratio

0.8%

Exit Load

0%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

₹32.87

0.05%

NAV as on 02 Mar 26, 12:00 AM

moderate risk

short duration

debt

NAV as on 02 Mar 26, 12:00 AM

moderate risk

short duration

debt

7.04%p.a.

Last 1Y

7.39%p.a.

Last 3Y

7.09%p.a.

Last 5Y

7.34%p.a.

Since Inception

About UTI Short Duration Plan-Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the UTI Short Duration Plan-Growth scheme from UTI Asset Management Company Private Limited. It is a Short Duration mutual fund scheme that predominantly invests in Short Duration stocks of companies. Launched on Sep 2007, UTI Short Duration Plan-Growth is Short Duration fund of its category with 3,188.06 Cr fund under management as on Mar 2026. The expense ratio of this fund is less than that of most other Fund category Short Duration funds.

  • UTI Short Duration Plan-Growth delivered 7.0% annual returns during the last year. It has delivered 7.3% average annual returns since the fund was launched.
  • UTI Short Duration Plan-Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in debt

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.

Top 10 Holdings

Net Current Assets

6.37%

Rajasthan State SDL 8.19 23/06/2026

0.00%

Others CBLO

0.01%

REC Ltd SR-147 Bonds 7.95 12/03/2027

0.32%

LIC Housing Finance Ltd Debenture 8.75 08/12/2028

1.62%

SUMMIT DIGITEL INFRASTRUCTURE PRIVATE LIMITED 7.40 NCD 28SP28 FVRS10LAC

0.79%

MUTHOOT FINANCE LIMITED SR 24-A TR V 8.5 NCD 29JN26 FVRS1LAC

1.33%

POWER FINANCE CORPORATION LTD. SR 223 7.64 BD 22FB33 FVRS1LAC

1.59%

MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD SR AB2023 8.30 NCD 23MR26 FVRS1LAC

0.74%

LIC HOUSING FINANCE LIMITED TR 434 OP II 7.67 LOA 15AP33 FVRS10LAC

5.53%

Fund Managers

  1. Anurag Mittal (Apr 2025 - Present)
  2. Abhishek Sonthalia (Nov 2025 - Present)

Key Information

View Scheme Document

UTI Short Duration Plan-Growth SIP Calculator

If invested

₹5,000

per month

For a period of

Investment of ₹0 could have been

₹0(+0.0%)

₹0 (+0.0%)

This Fund

₹0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on UTI Short Duration Plan-Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in UTI Short Duration Plan-Growth?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in UTI Short Duration Plan-Growth
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

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