UTI Short term Income Regular Plan Dividend Quarterly+0.09%

10.62%
1 Year Return
Debt
Short Term
2.0star
6M
1Y
3Y
5Y
All

Fund Details

UTI Short term Income Regular Plan Dividend Quarterly

RiskModerate
Min SIP Amount₹500
Expense Ratio0.95%
NAV12.64 (19 Oct 2020)
Fund Started19 Sep 2014
Fund Size2,064 Cr

Returns

1Y
3Y*
5Y*
Since inception*
UTI Short term Income Regular Plan Dividend Quarterly
10.6%
3.7%
5.6%
7.6%
Category Average
9.0%
6.3%
7.0%
-
Rank within category
4
20
20
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 10.6% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    GOISovereignGOI Sec10.3%
    GOISovereignGOI Sec7.6%
    Power Finance Corpn. Ltd.FinancialNCD7.5%
    Housing & Urban Development Corpn. Ltd.FinancialDebenture5.0%
    Reliance Industries Ltd.EnergyCP4.7%
    GOISovereignGOI Sec3.9%
    National Thermal Power Corp. Ltd.EnergyCP3.6%
    GOISovereignGOI Sec3.3%
    GOISovereignCGL2.7%
    Sikka Ports and Terminals Ltd.EnergyDebenture2.6%
    See All

    Fund Managers

    addSudhir Agrawal
    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.
    Funds Managed

    UTI Short term Income Regular Plan Dividend Quarterly Details

    UTI Short term Income Regular Plan Dividend Quarterly is a Debt Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 19 Sep 2014. Sudhir Agrawal is the Current Fund Manager of UTI Short term Income Regular Plan Dividend Quarterly fund.The fund currently has an Asset Under Management(AUM) of ₹2,064 Cr and the Latest NAV as of 19 Oct 2020 is ₹12.64.

    The UTI Short term Income Regular Plan Dividend Quarterly is rated Moderate risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 10000.

    Tax Implications

    Scheme Information Document(SID)

    ₹10000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Nil
    Exit Load

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    About Axis Mutual Fund

    Address
    Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai 400025
    Phone
    022-43255161
    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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