| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.42% |
| NAV | ₹23.64 (31 Jul 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹1,669 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 19.6% |
| Power Finance Corpn. Ltd. | Financial | Debenture | 8.0% |
| Punjab National Bank | Financial | Bonds | 7.4% |
| GOI | Sovereign | CGL | 6.7% |
| GOI | Sovereign | GOI Sec | 6.3% |
| Housing & Urban Development Corpn. Ltd. | Financial | Debenture | 6.3% |
| Larsen & Toubro Ltd. | Construction | NCD | 6.3% |
| REC Ltd. | Financial | NCD | 6.1% |
| Grasim Industries Ltd. | Construction | ZCB | 6.0% |
| GOI | Sovereign | GOI Sec | 6.0% |
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 ₹1,669 Cr and the Latest NAV as of 31 Jul 2020 is ₹23.64.
The UTI Short term Income Direct Growth is rated Moderate risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 10000.
The scheme aims to generate steady and reasonable income, with low risk and high level of liquidity from a portfolio of money market securities and high quality debt.
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.