UTI Short Term Income Fund -Institutional Direct
Scheme Type
Open-ended
Scheme Category
Short Duration
Benchmark Type
Crisil Short-Term Bond Index
Scheme AUM (in Crs.)
₹ 8685.09
Expense Ratio
0.36%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 157586
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
AMC Details
Launch Date
01 Feb 2003
Sponsor
NA
Email
service@uti.co.in
Phone
022 - 66786666
Address
UTI Tower , `GN' Block,,Bandra Kurla Complex,,Bandra (E), Mumbai - 400 051
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderate
Exit Load
Exit load of 0.50% if redeemed within 90 days
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
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.
Suitability
This product is suitable for investors who are seeking
• Steady and reasonable income over short-term
• Investment in money market securities/ high quality debtModerate Level
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
₹1,000
Investment per month for 0.5 Years
₹6,119
Portfolio Value
₹119
Total Returns
Get the mobile app on your iOS/Android Device
Mutual Fund House
SBI Mutual Fund
L&T Mutual Fund
Axis Mutual Fund
UTI Mutual Fund
LIC Mutual Fund
TATA Mutual Fund
IDFC Mutual Fund
PPFAS Mutual Fund
IDBI Mutual Fund
Quantum Mutual Fund
HDFC Mutual Fund
Invesco Mutual Fund
Union Mutual Fund
HSBC Mutual Fund
Kotak Mutual Fund
Mirae Asset Mutual Fund
Essel Finance Mutual Fund
Franklin Mutual Fund
Mutual Funds investments are subject to market risks, read all scheme related documents carefully.