UTI-Short Term Income Fund

Debt | Short Duration Funds
 | 5
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹500 ₹500 0.33 % 5★ ₹2,269 10 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹500 ₹500 0.33 %
Min SIP Min Lumpsum Expense Ratio
5★ ₹2,269 Cr 10 Years
Rating Fund Size Fund Age

Scheme Objective

The investment objective of the scheme is to generate reasonable income, with low risk and high level of liquidity from a portfolio of debt & money market instruments. However there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.

Scheme Performance

Returns and Ranks ( as on 21 March 2023 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 5.0% 8.5% 5.4% 7.3%
Category Average 1.7% 32.4% 13.3% -

Scheme Allocation

Holding
Sector
Asset
Axis Finance
7.67%
GSEC2027
7.25%
GSEC2032
7.17%
ICICI Bank
6.9%
Power Fin.Corpn.
3.58%
Others
67.43%
Others
100%
Non Convertable Debenture
64.89%
Govt Securities / Sovereign
17.91%
Net Curr Ass/Net Receivables
10.06%
Certificate of Deposit
6.36%
T-Bills
0.66%
Others
0.12%

Fund House Details

UTI Mutual Fund

UTI-Short Term Income Fund

Fund Manager
Sudhir Agrawal

Exit Load

Exit Load Nil

Advance Ratio

0 0.06 0.01 0.04
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

Peer Comparison

AMC Contact Details

UTI Mutual Fund
AUM:
2,23,841 Cr
Address:
UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East), Mumbai 400 051
Contact:
66786666
Email ID:
service@uti.co.in

Frequently Asked Questions

You can invest in UTI-Short Term Income Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for UTI-Short Term Income Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
The UTI-Short Term Income Fund has delivered 7.3% since inception
The NAV of UTI-Short Term Income Fund is ₹28.0 as of 21 March 2023.
The expense ratio of UTI-Short Term Income Fund is 0.33 % as of 21 March 2023.
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
The AUM of UTI-Short Term Income Fund is ₹2,23,841 Cr as of 21 March 2023
The minimum SIP amount of UTI-Short Term Income Fund is ₹500
The top stock holdings of UTI-Short Term Income Fund are
  1. Axis Finance - 7.67%
  2. GSEC2027 - 7.25%
  3. S I D B I - 7.19%
  4. GSEC2032 - 7.17%
  5. ICICI Bank - 6.9%
Invest Now