UTI Short term Income Direct Growth+0.05%

1Groww
-3.23%
1 Year Return
Debt
Short Duration
1.0star
6M
1Y
3Y
5Y
All

Fund Details

UTI Short term Income Direct Growth

RiskModerate
Min SIP Amount₹500
Expense Ratio0.40%
NAV22.04 (24 Jan 2020)
Fund Started01 Jan 2013
Fund Size2,049 Cr

Returns

1Y
3Y*
5Y*
Since inception*
UTI Short term Income Direct Growth
-3.2%
3.1%
5.6%
7.0%
Category Average
9.0%
NA
NA
-
Rank within category
25
23
22
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with -3.2% annual returns

    Comparison

    Data not available
    Pros
    1. Lower expense ratio
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. 1Y Returns are lower than the benchmark
    4. 3Y Returns are lower than the benchmark
    5. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    REC Ltd.FinancialDebenture6.6%
    Punjab National BankFinancialBonds6.6%
    Larsen & Toubro Ltd.ConstructionNCD6.2%
    State Bank of IndiaFinancialDebenture5.1%
    Housing Development Finance Corpn. Ltd.FinancialDebenture5.0%
    Bank Of BarodaFinancialBonds4.9%
    Housing & Urban Development Corpn. Ltd.FinancialDebenture4.9%
    Tata Power Renewable Energy Ltd.EngineeringCP4.8%
    Small Industries Devp. Bank of India Ltd.FinancialDebenture4.3%
    Power Finance Corpn. Ltd.FinancialDebenture4.0%
    See All

    Fund Managers

    addSudhir Agrawal
    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.
    Funds Managed

    Other Details

    UTI Short term Income Direct Growth is a Debt Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Sudhir Agrawal is the Current Fund Manager of UTI Short term Income Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹2,049 Cr and the Latest NAV as of 24 Jan 2020 is ₹22.04.

    The UTI Short term Income Direct Growth is rated Moderate risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 10000. Exit load of 3% if redeemed before 3 months, 2% if redeemed within 3 months but before 6 months, 1% if redeemed within 6 months but before 1 year..

    Investment Objective

    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.

    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.

    Scheme Information Document(SID)

    ₹10000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 3% if redeemed before 3 months, 2% if redeemed within 3 months but before 6 months, 1% if redeemed within 6 months but before 1 year.
    Exit Load

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    About UTI Mutual Fund

    Address
    UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai 400051
    Phone
    022-66786666
    Launch Date
    01 Feb 2003
    Website
    NA
    UTI Mutual Fund
    Asset Management Company
    Custodian
    Stock Holding Corp. of India Ltd.
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
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