Fund Details
UTI Short term Income Direct Growth
| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.43% |
| NAV | ₹24.24 (22 Jan 2021) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹2,980 Cr |
Returns
Comparison
1. Lower expense ratio - 0.43%
2. Exit load is zero
3. 1Y Returns are higher than the category average returns
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 |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 6.1% |
| GOI | Sovereign | GOI Sec | 5.3% |
| GOI | Sovereign | GOI Sec | 4.5% |
| GOI | Sovereign | GOI Sec | 3.6% |
| Housing & Urban Development Corpn. Ltd. | Financial | Debenture | 3.5% |
| Hindustan Petroleum Corpn. Ltd. | Energy | Debenture | 3.4% |
| Housing Development Finance Corpn. Ltd. | Financial | NCD | 3.4% |
| Housing Development Finance Corpn. Ltd.-Warrant | Financial | Debenture | 3.4% |
| Reliance Industries Ltd. | Energy | CP | 3.3% |
| ICICI Securities Ltd. | Financial | CP | 3.2% |
Fund Managers
UTI Short term Income Direct Growth Details
UTI Short term Income Direct Growth is a Debt Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Sudhir Agrawal is the Current Fund Manager of UTI Short term Income Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹2,980 Cr and the Latest NAV as of 22 Jan 2021 is ₹24.24.
The UTI Short term Income Direct Growth 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.
