UTI Short term Income Direct Growth

Debt
Short Duration
Moderate Risk
8.22%
3Y annualised
+0.05% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 03 Oct 2022₹27.21
Min. SIP amount₹500
Rating5
Fund size₹2,174.43Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Debt Short Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns3.7%8.2%5.2%7.3%
Category average2.8%5.5%5.4%NA
Rank with in category4218NA
Understand terms

Holdings (39)

NameSectorInstrumentAssets
National Bank For Agriculture & Rural Development
FinancialDebenture7.4%
Axis Finance Ltd.FinancialDebenture7.4%
GOISovereignGOI Sec7.0%
GOI
SovereignGOI Sec6.7%
GOISovereignGOI Sec5.5%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture4.2%
Housing Development Finance Corpn. Ltd.FinancialDebenture3.5%
Power Finance Corporation Ltd.FinancialDebenture3.5%
India Grid TrustCapital GoodsNCD3.4%
Mahindra Rural Housing Finance Ltd.FinancialNCD3.1%
See All

Pros and cons

Category: Debt Short Duration

Pros

Cons

1Y category rank: 4, 3Y category rank: 2
5Y annualised returns lower than category average by 0.24%
Consistently higher annualised returns than category average for the past 1Y and 3Y
Exit load is zero
Lower expense ratio: 0.33%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
Higher alpha: 5.42 The fund has generated returns higher than benchmark - CRISIL Short Duration Fund AII Index - in the last 3Y

Expense ratio, exit load and tax

Expense ratio: 0.33%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹10,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Sudhir Agrawal
Jan 2013 - Present
View details

Education
Mr.Sudhir Agrawal is a M.Com, PGDBA (Finance) and a CFA.
Experience
Prior to joining UTI he has worked with TATA Asset Management Ltd., Tramp Value Pvt. Ltd. and CARE Ratings.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
UTI Tower, 'GN' Block,Bandra-Kurla Complex,Bandra (East), Mumbai 400051
Phone
022- 66786666 / 66786354 / 1800-22-1230
Launch Date
14 Nov 2002
Website
NA
UTI Mutual Fund
Asset Management Company
Custodian
Stock Holding Corp. of India Ltd.
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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