How to Invest in UTI Short term Income Direct IDCW Quarterly?

You can easily invest in UTI Short term Income Direct IDCW Quarterly 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 Quarterly 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 Quarterly as SIP or lumpsum as per your investment objective and risk tolerance

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

The UTI Short term Income Direct IDCW Quarterly has been there from 01 Jan 2013 and the average annual returns provided by this fund is 5.14% since its inception.

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

The term Expense Ratio used for UTI Short term Income Direct IDCW Quarterly 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 Quarterly is 0.34% as of 27 Mar 2023...

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

The AUM, short for Assets Under Management of UTI Short term Income Direct IDCW Quarterly is ₹2,269.82Cr as of 27 Mar 2023.

How to Redeem UTI Short term Income Direct IDCW Quarterly?

If you want to sell your UTI Short term Income Direct IDCW Quarterly 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 Quarterly?

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

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

The NAV of UTI Short term Income Direct IDCW Quarterly is ₹15.88 as of 24 Mar 2023.

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

The PE ratio ratio of UTI Short term Income Direct IDCW Quarterly 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).

UTI Short term Income Direct IDCW Quarterly - NAV, Mutual Fund Performance & Portfolio

UTI Short term Income Direct IDCW Quarterly
Debt
Short Duration
Moderate Risk
Payout
8.68%
3Y annualised
+0.05% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 24 Mar 2023₹15.88
Min. SIP amountNot Supported
Rating5
Fund size₹2,269.82Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Debt Short Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns5.1%8.7%5.4%7.3%
Category average4.8%6.3%5.8%NA
Rank with in category4419NA
Understand terms
Holdings (30)NameSectorInstrumentAssets
GOISovereignGOI Sec16.3%
Power Finance Corporation Ltd.FinancialDebenture8.8%
Axis Finance Ltd.FinancialDebenture7.1%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture6.5%
REC Ltd.FinancialDebenture5.5%
National Bank For Agriculture & Rural DevelopmentFinancialDebenture4.4%
National Bank For Agriculture & Rural Development
FinancialDebenture4.4%
HDFC Bank Ltd.
FinancialCD4.2%
India Grid TrustCapital GoodsNCD3.3%
Mahindra Rural Housing Finance Ltd.FinancialNCD3.0%
See All
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Nextbillion Technology Pvt. Ltd. (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
Pros and cons
Category: Debt Short Duration
Pros
Cons
1Y category rank: 4, 3Y category rank: 4
5Y annualised returns lower than category average by 0.41%
Consistently higher annualised returns than category average for the past 1Y and 3Y
Exit load is zero
Lower expense ratio: 0.33%
Average credit rating of the fund's holdings: AAA
This fund has holdings of the highest quality
Higher alpha: 4.63
The fund has generated returns higher than benchmark - CRISIL Short Duration Fund AII Index - in the last 3Y 
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
28 Feb 2023 - Present
0.34%
31 Jan 2023 - 28 Feb 2023
0.33%
31 Dec 2022 - 31 Jan 2023
0.33%
30 Nov 2022 - 31 Dec 2022
0.33%
30 Nov 2022 - 30 Nov 2022
0.33%
30 Nov 2022 - 30 Nov 2022
0.33%
31 Oct 2022 - 30 Nov 2022
0.33%
31 Oct 2022 - 31 Oct 2022
0.33%
31 Oct 2022 - 31 Oct 2022
0.33%
30 Sep 2022 - 31 Oct 2022
0.33%
30 Sep 2022 - 30 Sep 2022
0.33%
30 Sep 2022 - 30 Sep 2022
0.33%
31 Aug 2022 - 30 Sep 2022
0.33%
31 Aug 2022 - 31 Aug 2022
0.33%
31 Jul 2022 - 31 Aug 2022
0.34%
31 Jul 2022 - 31 Jul 2022
0.34%
30 Jun 2022 - 31 Jul 2022
0.34%
30 Jun 2022 - 30 Jun 2022
0.34%
31 May 2022 - 30 Jun 2022
0.34%
31 May 2022 - 31 May 2022
0.34%
30 Apr 2022 - 31 May 2022
0.35%
30 Apr 2022 - 30 Apr 2022
0.35%
31 Mar 2022 - 30 Apr 2022
0.35%
31 Mar 2022 - 31 Mar 2022
0.35%
28 Feb 2022 - 31 Mar 2022
0.35%
28 Feb 2022 - 28 Feb 2022
0.35%
31 Jan 2022 - 28 Feb 2022
0.35%
31 Dec 2021 - 31 Jan 2022
0.30%
30 Nov 2021 - 31 Dec 2021
0.34%
31 Oct 2021 - 30 Nov 2021
0.34%
30 Sep 2021 - 31 Oct 2021
0.34%
31 Aug 2021 - 30 Sep 2021
0.34%
31 Jul 2021 - 31 Aug 2021
0.34%
30 Jun 2021 - 31 Jul 2021
0.34%
31 May 2021 - 30 Jun 2021
0.34%
30 Apr 2021 - 31 May 2021
0.34%
31 Mar 2021 - 30 Apr 2021
0.34%
28 Feb 2021 - 31 Mar 2021
0.34%
31 Jan 2021 - 28 Feb 2021
0.34%
31 Dec 2020 - 31 Jan 2021
0.43%
30 Nov 2020 - 31 Dec 2020
0.43%
31 Oct 2020 - 30 Nov 2020
0.43%
30 Sep 2020 - 31 Oct 2020
0.43%
31 Aug 2020 - 30 Sep 2020
0.43%
31 Jul 2020 - 31 Aug 2020
0.42%
30 Jun 2020 - 31 Jul 2020
0.42%
31 May 2020 - 30 Jun 2020
0.42%
30 Apr 2020 - 31 May 2020
0.43%
31 Mar 2020 - 30 Apr 2020
0.42%
29 Feb 2020 - 31 Mar 2020
0.42%
31 Jan 2020 - 29 Feb 2020
0.42%
31 Dec 2019 - 31 Jan 2020
0.40%
30 Nov 2019 - 31 Dec 2019
0.40%
31 Oct 2019 - 30 Nov 2019
0.40%
30 Sep 2019 - 31 Oct 2019
0.38%
31 Aug 2019 - 30 Sep 2019
0.38%
31 Jul 2019 - 31 Aug 2019
0.38%
30 Jun 2019 - 31 Jul 2019
0.38%
31 May 2019 - 30 Jun 2019
0.40%
30 Apr 2019 - 31 May 2019
0.40%
31 Mar 2019 - 30 Apr 2019
0.40%
28 Feb 2019 - 31 Mar 2019
0.40%
31 Jan 2019 - 28 Feb 2019
0.40%
31 Dec 2018 - 31 Jan 2019
0.40%
30 Nov 2018 - 31 Dec 2018
0.40%
31 Oct 2018 - 30 Nov 2018
0.36%
30 Sep 2018 - 31 Oct 2018
0.36%
31 Aug 2018 - 30 Sep 2018
0.36%
31 Jul 2018 - 31 Aug 2018
0.36%
30 Jun 2018 - 31 Jul 2018
0.33%
31 May 2018 - 30 Jun 2018
0.33%
30 Apr 2018 - 31 May 2018
0.33%
31 Mar 2018 - 30 Apr 2018
0.30%
28 Feb 2018 - 31 Mar 2018
0.33%
31 Jan 2018 - 28 Feb 2018
0.37%
31 Dec 2017 - 31 Jan 2018
0.37%
30 Nov 2017 - 31 Dec 2017
0.37%
31 Oct 2017 - 30 Nov 2017
0.39%
Expense ratio, exit load and taxExpense ratio: 0.34%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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 amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementSudhir 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.
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Fund house & investment objective
UTI Mutual Fund
Rank (total assets)#8 in India
Total AUM₹2,23,499.21Cr
Date of Incorporation14 Nov 2002
 UTI Short term Income Direct IDCW Quarterly is a Debt Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 14 Nov 2002. Sudhir Agrawal is the Current Fund Manager of UTI Short term Income Direct IDCW Quarterly fund. The fund currently has an Asset Under Management(AUM) of ₹2,23,499 Cr and the Latest NAV as of 24 Mar 2023 is ₹15.88.
The UTI Short term Income Direct IDCW Quarterly is rated Moderate risk. Minimum SIP Investment is set to ₹500.
;
Investment ObjectiveThe scheme seeks to generate reasonable income, with low risk and high level of liquidity from a portfolio of debt & money market instruments.
;
Fund benchmarkCRISIL Short Duration Fund AII Index
Scheme Information Document(SID)
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
E-mail
[email protected]
Website
NA
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,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
UTI Short term Income Direct IDCW Quarterly
VS
Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	5.1%	8.7%	5.4%	7.3%
Category average	4.8%	6.3%	5.8%	NA
Rank with in category	4	4	19	NA

Name	Sector	Instrument	Assets
GOI	Sovereign	GOI Sec	16.3%
Power Finance Corporation Ltd.	Financial	Debenture	8.8%
Axis Finance Ltd.	Financial	Debenture	7.1%
Small Industries Devp. Bank of India Ltd.	Financial	Debenture	6.5%
REC Ltd.	Financial	Debenture	5.5%
National Bank For Agriculture & Rural Development	Financial	Debenture	4.4%
National Bank For Agriculture & Rural Development	Financial	Debenture	4.4%
HDFC Bank Ltd.	Financial	CD	4.2%
India Grid Trust	Capital Goods	NCD	3.3%
Mahindra Rural Housing Finance Ltd.	Financial	NCD	3.0%

Rank (total assets)	#8 in India
Total AUM	₹2,23,499.21Cr

Date of Incorporation	14 Nov 2002

Fund benchmark	CRISIL Short Duration Fund AII Index

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Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Rating	5
Fund size	₹2,269.82Cr

UTI Short term Income Direct IDCW Quarterly

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (30)

Disclaimer

Pros and cons

Pros

Cons

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.34%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Sudhir AgrawalJan 2013 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Sudhir Agrawal
Jan 2013 - Present
View details