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UTI Short term Income Direct IDCW Quarterly

Debt
Short Duration
Low to Moderate Risk
6.00%
1Y return
+0.04% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Sep 2021₹14.20
Min. SIP amountNA
Rating2star
Fund size₹3,601.66 Cr

Returns and rankings

Category: Debt Short Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns6.0%4.3%5.3%7.2%
Category average4.3%6.4%6.4%NA
Rank with in category72320NA
Understand termsinfo

Holdings (47)

NameSectorInstrumentAssets
GOI
SovereignGOI FRB8.2%
GOI
SovereignCGL4.5%
Axis Finance Ltd.
FinancialDebenture4.5%
FinancialNCD3.5%
National Bank For Agriculture & Rural Development
FinancialDebenture3.5%
Housing & Urban Development Corporation Ltd.
FinancialDebenture2.9%
EnergyDebenture2.8%
Power Finance Corporation Ltd.
FinancialNCD2.8%
Tamilnadu State
OthersSDL2.4%
EngineeringNCD2.1%
See All

Pros and cons

info
Category: Debt Short Duration
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Pros

Lower expense ratio - 0.34%
1Y Returns are higher than the category average returns
Exit load is zero
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Cons

3Y Returns are lower than the category average returns
5Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 0.34%

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 termsinfo
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Sudhir Agrawal
Jan 2013 - Present
View details
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Fund house & investment objective

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Fund house contact details

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