| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.43% |
| NAV | ₹24.03 (27 Oct 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹2,064 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 10.3% |
| GOI | Sovereign | GOI Sec | 7.6% |
| Power Finance Corpn. Ltd. | Financial | NCD | 7.5% |
| Housing & Urban Development Corpn. Ltd. | Financial | Debenture | 5.0% |
| Reliance Industries Ltd. | Energy | CP | 4.7% |
| GOI | Sovereign | GOI Sec | 3.9% |
| National Thermal Power Corp. Ltd. | Energy | CP | 3.6% |
| GOI | Sovereign | GOI Sec | 3.3% |
| GOI | Sovereign | CGL | 2.7% |
| Sikka Ports and Terminals Ltd. | Energy | Debenture | 2.6% |
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 ₹2,064 Cr and the Latest NAV as of 27 Oct 2020 is ₹24.03.
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 seeks to generate reasonable income, with low risk and high level of liquidity from a portfolio of debt & money market instruments.
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.