Reviews of Trading for Short Term Income Class
UTI Short-term Income Regular Plan-Growth
Fund Key Highlights
1. The Current Net Nugget Value of the UTI Short Term Income Fund - Regular Plan as of 21 Apr 2022 is Rs 25.5742 for Growth option of its Regular program.
two. Its trailing returns over different fourth dimension periods are: 8.half-dozen% (1yr), 4.28% (3yr), 5.05% (5yr) and 7.54% (since launch). Whereas, Category returns for the same time duration are: 4.82% (1yr), v.72% (3yr) and 5.94% (5yr).
Testify Less +
Things you should consider
-
Riskometer
Investors sympathize that their principal will be at Low to Moderate risk.
Fund NAV Range
Nugget Resource allotment
Loading...
Current vs Stated Resource allotment
Investment Growth
Loading...
Other MFs
Indices
ETFs
Stocks
NPS Schemes
Enter investment amount:
Rs. 500
Rs. g
Rs. 5000
OR
Only one nugget can be added for purpose of comparison
Bones Details
| Fund House | UTI Mutual Fund |
| Launch Appointment | 28-Aug-2007 |
| Render Since Launch | 7.54% |
| Benchmark | CRISIL Short Duration Fund AII Index |
| Riskometer | Low to Moderate |
| Type | Open-concluded |
| Assets | 2,521.71 Cr (As on 31-Mar-2022) |
| Exense | 0.96% (As on 31-Mar-2022) |
| Take chances Grade | Above Average |
| Return Grade | Above Average |
| Turnover | - |
Investment Details
| Minimum Investment (₹) | 500.00 |
| Minimum Addl Investment (₹) | 500.00 |
| Minimum SIP Investment (₹) | 500.00 |
| Minimum Withdrawal (₹) | 500.00 |
| Get out Load | 0% |
Existing investor
Evaluate your investment functioning
OR
OR
No data available for the selected time period / dates. Please choose a unlike date.
Tiptop 5 Peer Comparing
Add Mutual Funds to your Portfolio
Cull Transaction Blazon
Your transactions have been added
My Transactions
Login to view your Common Fund Transactions
About Fund
1. UTI Short Term Income Fund - Regular Plan is Open-ended Short Duration Debt scheme which belongs to UTI Mutual Fund House.
two. The fund was launched on Aug 28, 2007.
Investment objective & Benchmark
1. The investment objective of the fund is that " The scheme seeks to generate reasonable income, with low risk and high level of liquidity from a portfolio of debt & money market instruments. "
2. It is benchmarked against CRISIL Curt Duration Fund AII Index.
Asset Allocation & Portfolio Composition
i. The portfolio allocation of debt securities primarily have 2 kinds of risks: interest rate risk & credit risk. While the interest charge per unit movements are driven past the fund's duration, credit quality of debt securities are based on the weighted average credit ratings of a fund. By and large, funds with loftier credit quality will have the weighted boilerplate credit rating of AA- and higher rated securities, funds with medium credit quality will hold securities having credit rating lying between A- to BBB- and funds with low credit quality will agree securities having average credit rating of less than BBB-. Credit rating is a qualitative tool that basically assesses the creditworthiness and financial soundness of a company and takes into consideration several factors including the default rate and solvency of the concerned business entity.
two. The portfolio of the fund has securities with varying levels of maturities. Duration takes into consideration the sensitivity of the average maturity of these securities with respect to the interest rate changes. The Boilerplate Maturity of UTI Short Term Income Fund - Regular Programme is 2.47 years and Elapsing is 1.6558 years. Generally, securities with high maturity are more sensitive to involvement charge per unit changes. And so, an investor with a low risk ambition may look to invest in a fund with depression maturity and duration vis-a-vis category levels.
3. All these parameters - average maturity, duration, interest rate changes, credit quality, credit rating, liquidity etc. demand to exist looked at in conjunction with each other to decide the quality of portfolio of a fund.
Tax Implications
1. If units are redeemed within 3 years of investment, the whole amount of gain will get added to the investor's income and will be taxed as per his/her applicable slab rate.
ii. For units redeemed after three years of investment, gains will be taxed at a rate of 20% post indexation benefits. Indexation is a process of recalculating the purchase price later on accounting for aggrandizement into it. The benefit of indexation lies in lowering downward one's majuscule gains which brings downwardly the taxable income and thereby reduces taxes on it.
3. For Dividend Distribution Tax, the dividend income from this fund will get added to the income of an investor and taxed according to his/her respective revenue enhancement slabs.
4. Besides, for dividend income in excess of Rs 5,000 in a financial year; the fund house shall deduct a TDS of 10% on such income.
Frequently Asked Questions (FAQs)
Q: Is it safe to invest in UTI Brusk Term Income Fund - Regular Plan?
A: Every bit per SEBI'south latest guidelines to calculate run a risk grades, investment in the UTI Short Term Income Fund - Regular Plan comes under Low to Moderate risk category.
Q: What is the category of UTI Short Term Income Fund - Regular Program?
A: UTI Short Term Income Fund - Regular Plan belongs to the Debt: Brusk Elapsing category of funds.
Q: How Long should I Invest in UTI Brusque Term Income Fund - Regular Program?
A: The suggested investment horizon of investing into UTI Short Term Income Fund - Regular Program is >three years. The suggested investment horizon is the minimum time required for holding investments in the fund to reduce its downside hazard and ensure that the returns get more predictable.
Q: Who manages the UTI Brusque Term Income Fund - Regular Plan?
A: The UTI Brusque Term Income Fund - Regular Plan is managed by Sudhir Agrawal (Since Jul 09, 2012).
andersonithey1965.blogspot.com
Source: https://economictimes.indiatimes.com/uti-short-term-income-fund--regular-plan/mffactsheet/schemeid-5923.cms
0 Response to "Reviews of Trading for Short Term Income Class"
Post a Comment