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Home>Mutual Funds>UTI Mutual Fund>UTI Short term Income Direct IDCW Half Yearly

UTI Short term Income Direct IDCW Half Yearly

Debt
Short Duration
Low to Moderate Risk
Payout
4.66%
3Y annualised
+0.02% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 10 Feb 2022₹11.54
Min. SIP amount₹500
Rating4
Fund size₹2,509.77Cr

Returns and rankings

Category: Debt Short Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns8.3%4.7%5.4%7.4%
Category average4.3%6.4%6.4%NA
Rank with in category42018NA
Understand terms

Holdings (42)

NameSectorInstrumentAssets
Export-Import Bank Of India
FinancialCD7.6%
Axis Finance Ltd.FinancialDebenture6.4%
Canara Bank
FinancialCD5.7%
GOI
SovereignGOI FRB4.2%
IDFC First Bank Ltd.
FinancialCD3.8%
Power Finance Corporation Ltd.FinancialDebenture3.0%
India Grid TrustCapital GoodsNCD3.0%
National Bank For Agriculture & Rural DevelopmentFinancialDebenture3.0%
National Bank For Agriculture & Rural Development
FinancialDebenture3.0%
Mahindra Rural Housing Finance Ltd.FinancialNCD2.8%
See All

Pros and cons

Category: Debt Short Duration

Pros

1Y annualised returns higher than category average by 5.01%
Exit load is zero
Lower expense ratio: 0.35%
1Y category rank: 4
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality

Cons

3Y and 5Y annualised returns lower than category average

Expense ratio, exit load and tax

Expense ratio: 0.35%

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
Amc Image
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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FAQs

How to Invest in UTI Short term Income Direct IDCW Half Yearly?

You can easily invest in UTI Short term Income Direct IDCW Half Yearly in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for UTI Short term Income Direct IDCW Half Yearly from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in UTI Short term Income Direct IDCW Half Yearly as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does UTI Short term Income Direct IDCW Half Yearly provide?

The UTI Short term Income Direct IDCW Half Yearly has been there from 17 Sep 2014 and the average annual returns provided by this fund is 8.35% since its inception.

How much expense ratio is charged by UTI Short term Income Direct IDCW Half Yearly?

The term Expense Ratio used for UTI Short term Income Direct IDCW Half Yearly or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of UTI Short term Income Direct IDCW Half Yearly is 0.35% as of 25 May 2022...

What is the AUM of UTI Short term Income Direct IDCW Half Yearly?

The AUM, short for Assets Under Management of UTI Short term Income Direct IDCW Half Yearly is ₹2,509.77Cr as of 25 May 2022.

How to Redeem UTI Short term Income Direct IDCW Half Yearly?

If you want to sell your UTI Short term Income Direct IDCW Half Yearly holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of UTI Short term Income Direct IDCW Half Yearly?

You can select either SIP or Lumpsum investment of UTI Short term Income Direct IDCW Half Yearly based on your investment objective and risk tolerance.

What is the NAV of UTI Short term Income Direct IDCW Half Yearly?

The NAV of UTI Short term Income Direct IDCW Half Yearly is ₹11.54 as of 10 Feb 2022.

What is the PE and PB ratio of UTI Short term Income Direct IDCW Half Yearly?

The PE ratio ratio of UTI Short term Income Direct IDCW Half Yearly is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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