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  • UTI Mutual Fund
  • UTI Short Term Income Fund Discontinued Sub (Growth)

Formerly UTI S/T Income Reg Gr

UTI Mutual Fund

UTI Short Term Income Fund Discontinued Sub (Growth)

DebtShort Term

39.1295

NAV (Sep 29)

6.2%
3 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in short term mutual funds.

Short term funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.

Short Term Funds invest in debt and money market instruments such that the duration of the portfolio is between 1 to 3 years.This exposes them to higher variations when interest rates change.

The category is one of the largest categories within the Debt Segment (9% of the total assets).

We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher credit risk and higher interest rate risk.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Rolling Returns

Neutral

The performance of the fund on a Rolling Returns metric has been Neutral

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

39.1295

NAV (Sep 29)

Fund Returns

Last 1Y
6.6%
Last 3Y
6.2%
Last 5Y
4.7%
Last 10Y
6.4%
Since Inception
7%
6 Month CAGR
3.5%

Scheme Information

Investment 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.

Expense Ratio
0.95
Launched (20y ago)
Jun 23, 2003
AUM in Crores
2381.010
ISIN
INF789F01AJ9
Lock-in
No Lock-in
Benchmark
CRISIL Short Duration Debt A-II TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
2.7
Standard Deviation (5yr)
5.8
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0.516
Sharpe Ratio (5yr)
-0.054
YTM
7.39
Fund Managers

Sudhir Agarwal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
UTI Short Term Income Fund Discontinued Sub (Growth)70%8,19,921 87,3094.7%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2023-09-29

Top Debt Holdings

182 Days Treasury Bill 29-02-2024

14.2%
14.2%

net current assets

13.4%
13.4%

7.38% govt stock 2027

8.5%
8.5%

power finance corporation ltd.

8.4%
8.4%

7.26% govt stock 2033

7.4%
7.4%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 44,468 cr

₹ 18,357 cr

₹ 10,408 cr

₹ 14,357 cr

₹ 9,121 cr

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 200,530 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 60 equity,488 debt and 31 hybrid funds.amc-img
022-62278000
invest@utico.in
Fund NameScripbox Opinion
Till Date CAGR

4.7%

6.8%

22.4%

11.6%

5.1%

7.2%

23.6%

14.9%

13.7%

8.6%

UTI Short Term Income Fund Discontinued Sub (G) Review

UTI Short Term Income Fund Discontinued Sub (G) is a Short Term Debt fund and has delivered an annualised return of 7% over a period of 20 years. The fund was previously known as UTI S/T Income Reg Gr. The fund is managed by UTI Asset Management Co Ltd. The fund manager’s name is Sudhir Agarwal.

Nav of UTI Short Term Income Fund Discontinued Sub (G) as of 9/29/2023 is ₹39.13 with the total AUM as of 9/30/2023 is ₹2381.01. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Short Term Income Fund Discontinued Sub (G) was launched on Jun 23, 2003. The category risk of the fund is Low to Moderate Risk.

The minimum SIP amount for UTI Short Term Income Fund Discontinued Sub (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

UTI Short Term Income Fund Discontinued Sub (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Short Duration Debt A-II TR INR.

UTI Short Term Income Fund Discontinued Sub (G) is rated as a 2 fund in Debt and delivered 6.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Short Term Income Fund Discontinued Sub (G).

Frequently Asked Questions

What is UTI Short Term Income Fund Discontinued Sub (G)?

UTI Short Term Income Fund Discontinued Sub (G) is a Short Term Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in UTI Short Term Income Fund Discontinued Sub (G)?

You can invest in UTI Short Term Income Fund Discontinued Sub (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of UTI Short Term Income Fund Discontinued Sub (G)?

The minimum sip amount for UTI Short Term Income Fund Discontinued Sub (G) is ₹0. You can invest in multiples of ₹5000.

Is UTI Short Term Income Fund Discontinued Sub (G) good to invest in?

As per Scripbox experts, UTI Short Term Income Fund Discontinued Sub (G) is a Neutral fund. You can investUTI Short Term Income Fund Discontinued Sub (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the UTI Short Term Income Fund Discontinued Sub (G)?

The expense ratio of the UTI Short Term Income Fund Discontinued Sub (G) is 0.95% for regular plan.