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UTI Short term Income Regular Plan Growth+0.02%

9.69%
1 Year Return
Debt
Short Duration
2.0star
6M
1Y
3Y
5Y
All

Fund Details

UTI Short term Income Regular Plan Growth

RiskModerate
Min SIP Amount₹500
Expense Ratio0.95%
NAV₹23.35 (19 Jan 2021)
Fund Started18 Sep 2007
Fund Size2,980 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
9.7%
3.8%
5.5%
6.6%
Category Average
8.3%
6.5%
6.9%
-
Rank Within Category
3
17
17
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 9.7% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. Exit load is zero
3. Age is more than 10 years
4. 1Y Returns are higher than the category average returns
Cons
1. Risk-adjusted returns are lower compared to the category
2. Risk is higher compared to the benchmark
3. 1Y Returns are lower than the benchmark
4. 3Y Returns are lower than the benchmark
5. 5Y Returns are lower than the benchmark
6. Risk-adjusted returns are lower compared to the category
7. 3Y Returns are lower than the category average returns
8. 5Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Reserve Bank of IndiaFinancialT-Bills11.9%
GOISovereignGOI Sec6.3%
GOISovereignGOI Sec6.1%
GOISovereignGOI Sec4.8%
GOISovereignGOI Sec3.3%
Housing & Urban Development Corpn. Ltd.FinancialDebenture3.2%
Hindustan Petroleum Corpn. Ltd.EnergyDebenture3.0%
Housing Development Finance Corpn. Ltd.FinancialNCD3.0%
Housing Development Finance Corpn. Ltd.-WarrantFinancialDebenture3.0%
Reliance Industries Ltd.EnergyCP3.0%
See All

Fund Managers

Sudhir Agrawal
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UTI Short term Income Regular Plan Growth Details

UTI Short term Income Regular Plan Growth is a Debt Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 18 Sep 2007. Sudhir Agrawal is the Current Fund Manager of UTI Short term Income Regular Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹2,980 Cr and the Latest NAV as of 19 Jan 2021 is ₹23.35.

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

Investment Objective

The scheme seeks to generate reasonable income, with low risk and high level of liquidity from a portfolio of debt & money market instruments.

Tax Implications

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Scheme Information Document(SID)

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

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About UTI Mutual Fund

Address
UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai 400051
Phone
022-66786666
Launch Date
01 Feb 2003
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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