UTI Short term Income Regular Plan IDCW Monthly

Debt
Short Duration
Moderate Risk
Payout
7.86%
3Y annualised
+0.09% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Mar 2023₹11.65
Min. SIP amountNot Supported
Rating4
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 returns4.4%7.9%4.8%7.3%
Category average4.7%6.1%5.8%NA
Rank with in category4416NA
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: 0.96%

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
Sep 2014 - 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
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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