Fund Details
UTI Short term Income Direct Growth
| Risk | Low to Moderate |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.34% |
| NAV | ₹24.85 (23 Jul 2021) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹3,420 Cr |
Returns
Comparison
1. Lower expense ratio - 0.34%
2. 1Y Returns are higher than the category average returns
3. Exit load is zero
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 FRB | 9.5% |
| GOI | Sovereign | CGL | 4.8% |
| Axis Finance Ltd. | Financial | Debenture | 4.7% |
| Housing Development Finance Corpn. Ltd. | Financial | NCD | 3.7% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 3.7% |
| Housing & Urban Development Corporation Ltd. | Financial | Debenture | 3.0% |
| Reserve Bank of India | Financial | T-Bills | 2.9% |
| Hindustan Petroleum Corporation Ltd. | Energy | Debenture | 2.9% |
| REC Ltd. | Financial | Debenture | 2.9% |
| Tamilnadu State | Others | SDL | 2.5% |
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 ₹3,420 Cr and the Latest NAV as of 23 Jul 2021 is ₹24.85.
The UTI Short term Income Direct Growth is rated Low to 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.
