Fund Details
UTI Short term Income Direct IDCW Yearly
| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.34% |
| NAV | ₹11.01 (12 May 2021) |
|---|---|
| Fund Started | 01 Oct 2015 |
| Fund Size | ₹3,385 Cr |
Returns
Comparison
1. Lower expense ratio - 0.34%
2. 1Y Returns are higher than the category average returns
3. Exit load is zero
1. 3Y Returns are lower than the category average returns
2. 5Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Bajaj Finance Ltd. | Financial | Debenture | 3.3% |
Fund Managers
UTI Short term Income Direct IDCW Yearly Details
UTI Short term Income Direct IDCW Yearly is a Debt Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 01 Oct 2015. Sudhir Agrawal is the Current Fund Manager of UTI Short term Income Direct IDCW Yearly fund.The fund currently has an Asset Under Management(AUM) of ₹3,385 Cr and the Latest NAV as of 12 May 2021 is ₹11.01.
The UTI Short term Income Direct IDCW Yearly is rated Moderate risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 10000.
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.
Tax Implications
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
