UTI-Short Term Income Fund - Regular (Flexi)

UTI-Short Term Income Fund - Regular (Flexi)

AMC Name: UTI Mutual Fund

Riskometer

Moderate

Investment Objective

Bench Mark S&P BSE Sensex
Fund Manager Sudhir Agrawal
Fund Horizon OPEN
Inception Date 15-Oct-2013
Scheme AUM(CR) ` 2278.32
Minimum SIP/LUMPSUM ` 500/ `
Increment SIP/LUMPSUM ` 0/ `
SIP Dates 1,7,15,25
Entry Load 3% <3 Months 2% >= 3 months and < 6 months 1% >= 6 months and < 1 year Nil >= 1 year
Exit Load 3% <3 Months 2% >= 3 months and < 6 months 1% >= 6 months and < 1 year Nil >= 1 year
Expense Ratio 0.77

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 0.75% 1.15%
3 Month 3.08% -5.93%
6 Month -7.13% -0.97%
1 Year -3.83% -1.85%
3 Year 2.84% 9.63%
5 Year 5.47% 6.87%
Since Inception 6.07% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others