UTI Short term Income Discontinued Regular Plan IDCW Quarterly

Debt
Short Duration
Moderate Risk
7.70%
3Y annualised
+0.05% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 Mar 2023₹19.98
Min. SIP amountNot Supported
RatingNA
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 (%)

Returns and rankings

Category: Debt Short Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns4.2%7.7%4.5%7.0%
Category average4.8%6.3%5.8%NA
Rank with in categoryNANANANA
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

Expense ratio, exit load and tax

Expense ratio: 0.65%

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 investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Sudhir Agrawal
Jul 2012 - 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
"Axis House" - 1st Floor,C-2 - Wadia International Centre,Pandurang Budhkar Marg , Worli, Mumbai 400025
Phone
022-24255161
Launch Date
04 Sep 2009
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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