Groww Logo
search
Home>Mutual Funds>UTI Mutual Fund>UTI Short term Income Direct Growth

UTI Short term Income Direct Growth

Debt
Short Duration
Low to Moderate Risk
5.75%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 26 Oct 2021₹26.36
Min. SIP amount₹500
Rating2star
Fund size₹3,732.23 Cr

Returns and rankings

Category: Debt Short Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns9.7%5.8%6.1%7.7%
Category average4.3%6.4%6.4%NA
Rank with in category32119NA
Understand termsinfo

Holdings (47)

NameSectorInstrumentAssets
GOI
SovereignGOI FRB7.9%
Axis Finance Ltd.
FinancialDebenture4.3%
FinancialNCD3.4%
National Bank For Agriculture & Rural Development
FinancialDebenture3.4%
Housing & Urban Development Corporation Ltd.
FinancialDebenture2.8%
EnergyDebenture2.7%
Power Finance Corporation Ltd.
FinancialNCD2.7%
Tamilnadu State
OthersSDL2.3%
EngineeringNCD2.1%
Piramal Capital & Housing Finance Ltd.
FinancialDebenture2.0%
See All

Pros and cons

info
Category: Debt Short Duration
thumb_up_alt

Pros

1Y annualised returns higher than category average by 5.33%
Lower expense ratio: 0.34%
1Y category rank: 3
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
thumb_down_alt

Cons

3Y and 5Y annualised returns lower than category average
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 0.34%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 12 months.

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 termsinfo
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
keyboard_arrow_down

Fund house & investment objective

keyboard_arrow_down

Fund house contact details

keyboard_arrow_down

Compare funds

UTI Short term Income Direct Growth
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2021 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 1.9.7
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL  | HDFC  | NIPPON INDIA  | ADITYA BIRLA SUN LIFE  | SBI  | UTI  | FRANKLIN TEMPLETON  | KOTAK MAHINDRA  | IDFC  | DSP  | AXIS  | TATA  | L&T  | SUNDARAM  | PGIM  | INVESCO  | LIC  | JM FINANCIAL  | BARODA PIONEER  | CANARA ROBECO  | HSBC  | IDBI  | INDIABULLS  | MOTILAL OSWAL  | BNP PARIBAS  | MIRAE ASSET  | PRINCIPAL  | BOI AXA  | UNION KBC  | TAURUS  | EDELWEISS  | NAVI  | MAHINDRA  | QUANTUM  | PPFAS  | IIFL  | Quant  | SHRIRAM  | SAHARA | ITI
arrow_drop_down_circle