Business Today
Subscribe
PMS TodayUS NewsIndiaUPSTARTWeatherBT ShortsNRIEducationElection
BT GolfBT MindrushBT Best Banks
Search

COMPANIES

No Data Found

NEWS

No Data Found
Advertisement
News
mutual funds
uti - short term income fund - discontinued regular option -growth sub option
UTI - Short Term Income Fund - Discontinued Regular Option -Growth Sub Option

UTI - Short Term Income Fund - Discontinued Regular Option -Growth Sub Option

  • Moderate Risk
  • Fixed Income
  • Short Duration
Share
  • Whatsapp
  • Twitter
  • Facebook
NAV as on Jul 3, 2025
i
Price per unit of the scheme.
₹ 44.89850.08%1 Day Change
0.41%
Minimum Investment₹500
Expense Ratio0.96%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
3
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
UTI - Short Term Income Fund - Discontinued Regular Option -Growth Sub Option
VS
Fixed Income: Short Duration Average NAV
    Topper in Fixed Income: Short Duration
    Bank of India Short Term Income Fund Direct Plan Growth
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
    Share
    • Whatsapp
    • Twitter
    • Facebook

    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    UTI - Short Term Income Fund - Discontinued Regular Option -Growth Sub Option
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    CRISIL Short Duration Fund TR INR
    Expense Ratio
    0.96%
    Category Avg Expense Ratio
    0.35%
    Minimum Investment (Lumpsum/SIP)
    ₹ 500 /₹ 1500
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 2,822.27 Cr(As on May, 2025)
    Inception Date
    Jun 23, 2003
    Turnover
    - %
    Exit Load
    Nil

    bt_logoABOUT THE FUND

    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.

    UTI - Short Term Income Fund - Discontinued Regular Option -Growth Sub Option is an Fixed Income - Short Duration fund. The fund was launched inJun 23, 2003. Its risk level is . The NAV of the fund as onJul 03, 2025 is ₹44.90. Its expense ratio is 0.96 %. The fund has an AUM of ₹2,822.27 Cr.The fund is managed bySudhir Agarwal,Anurag Mittal.
    The minimum initial investment is  ₹500 in Lumpsum mode.

    SUBSCRIBE TO
    BUSINESS TODAY MAGAZINE
    Subscribe Now
    Already a subscriber?Login

    bt_logoFUND MANAGER

    Sudhir Agarwal
    Sudhir Agarwal
    i
    Lead Fund Manager.
    Oct 25, 2012 - Present
    • Fund Manager Rank16Out of 31
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed5
    • Total AUM₹ 5,007.70 Cr
    • Highest Return In 1 Yr338.86 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    UTI Dynamic Bond Fund Direct Plan Growth Option
    ₹ 33.83
    -0.26%
    -0.74%
    Moderate Risk
    ₹477.41Cr
    UTI - Short Term Income Fund - Direct Plan - Growth Option
    ₹ 33.94
    0.45%
    0.27%
    Moderate Risk
    ₹2,822.27Cr
    UTI Gilt Fund Direct Plan Growth
    ₹ 65.23
    -1.09%
    -0.93%
    Low to Moderate Risk
    ₹670.10Cr
    UTI Dynamic Bond Fund Direct Plan Growth Option
    Moderate Risk
    • NAV₹ 33.83
    • Fund Size₹477.41Cr
    Fund Return-0.26%
    Category Return-0.74%
    UTI - Short Term Income Fund - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 33.94
    • Fund Size₹2,822.27Cr
    Fund Return0.45%
    Category Return0.27%
    UTI Gilt Fund Direct Plan Growth
    Low to Moderate Risk
    • NAV₹ 65.23
    • Fund Size₹670.10Cr
    Fund Return-1.09%
    Category Return-0.93%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Anurag Mittal
    Anurag Mittal
    i
    Lead Fund Manager.
    Apr 8, 2025 - Present
    • Fund Manager Rank16Out of 31
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed8
    • Total AUM₹ 38,311.22 Cr
    • Highest Return In 1 Yr10.94 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    UTI Gilt Fund with 10 year Constant Duration Direct Growth
    --
    ₹ 12.88
    -0.30%
    -0.19%
    Moderate Risk
    ₹175.56Cr
    UTI - Treasury Advantage Fund - Direct Plan - Growth Option
    ₹ 3,617.07
    0.66%
    0.51%
    Low to Moderate Risk
    ₹3,344.76Cr
    UTI Banking & PSU Debt Fund Direct Plan Growth
    ₹ 22.43
    0.51%
    -0.00%
    Moderate Risk
    ₹799.59Cr
    UTI Gilt Fund with 10 year Constant Duration Direct Growth
    Moderate Risk--
    • NAV₹ 12.88
    • Fund Size₹175.56Cr
    Fund Return-0.30%
    Category Return-0.19%
    UTI - Treasury Advantage Fund - Direct Plan - Growth Option
    Low to Moderate Risk
    • NAV₹ 3,617.07
    • Fund Size₹3,344.76Cr
    Fund Return0.66%
    Category Return0.51%
    UTI Banking & PSU Debt Fund Direct Plan Growth
    Moderate Risk
    • NAV₹ 22.43
    • Fund Size₹799.59Cr
    Fund Return0.51%
    Category Return-0.00%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Jun, 2025
    EQUITY (-%)
    DEBT (91.80%)
    CASH (7.97%)
    Allocation by Market Cap
    Other Cap(0.23%)
    Industry Holdings
    No Data For Allocation
    Stock Holdings
    No Data For Allocation

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
      ----
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
      ----
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
      ----
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
      ----
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
      ----
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
      ----

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      -0.44
      This Fund
      VS
      -0.24
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      77.48
      This Fund
      VS
      69.17
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      0.98
      This Fund
      VS
      1.19
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      0.62
      This Fund
      VS
      0.77
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      1.26
      This Fund
      VS
      2.15
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      0.89
      This Fund
      VS
      1.45
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    ICICI Prudential Short Term Fund Institutional GrowthICICI Prudential Short Term Fund Institutional Growth
    ₹ 43.81
    2.67%
    0.27%
    Moderate Risk
    ₹ 21,283.50 Cr
    PGIM India Short Duration Fund Premium Plus GrowthPGIM India Short Duration Fund Premium Plus Growth
    ₹ 17.83
    0.53%
    0.21%
    Low to Moderate Risk
    ₹ 27.94 Cr
    ICICI Prudential Short Term Fund GrowthICICI Prudential Short Term Fund Growth
    ₹ 60.47
    0.49%
    0.27%
    Moderate Risk
    ₹ 21,283.50 Cr
    Axis Short Term Fund GrowthAxis Short Term Fund Growth
    ₹ 31.10
    0.44%
    0.27%
    Moderate Risk
    ₹ 9,493.70 Cr
    Axis Short Term Fund Retail GrowthAxis Short Term Fund Retail Growth
    ₹ 30.74
    0.44%
    0.27%
    Moderate Risk
    ₹ 9,493.70 Cr
    PGIM India Short Duration Fund GrowthPGIM India Short Duration Fund Growth
    ₹ 39.32
    0.43%
    0.45%
    Low to Moderate Risk
    ₹ 27.94 Cr
    ICICI Prudential Short Term Fund Institutional Growth
    Moderate Risk
    • NAV₹ 43.81
    • Fund Size₹ 21,283.50 Cr
    Fund Return2.67%
    Category Return0.27%
    PGIM India Short Duration Fund Premium Plus Growth
    Low to Moderate Risk
    • NAV₹ 17.83
    • Fund Size₹ 27.94 Cr
    Fund Return0.53%
    Category Return0.21%
    ICICI Prudential Short Term Fund Growth
    Moderate Risk
    • NAV₹ 60.47
    • Fund Size₹ 21,283.50 Cr
    Fund Return0.49%
    Category Return0.27%
    Axis Short Term Fund Growth
    Moderate Risk
    • NAV₹ 31.10
    • Fund Size₹ 9,493.70 Cr
    Fund Return0.44%
    Category Return0.27%
    Axis Short Term Fund Retail Growth
    Moderate Risk
    • NAV₹ 30.74
    • Fund Size₹ 9,493.70 Cr
    Fund Return0.44%
    Category Return0.27%
    PGIM India Short Duration Fund Growth
    Low to Moderate Risk
    • NAV₹ 39.32
    • Fund Size₹ 27.94 Cr
    Fund Return0.43%
    Category Return0.45%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    UTI Credit Risk Fund (Segregated - 17022020) - Direct Plan - Growth OptionUTI Credit Risk Fund (Segregated - 17022020) - Direct Plan - Growth Option
    --
    ₹ 2.69
    297.43%
    --
    Moderately High risk
    ₹ 47.82 Cr
    UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Growth OptionUTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Growth Option
    --
    ₹ 4.08
    297.23%
    --
    High Risk
    ₹ 46.38 Cr
    UTI Dynamic Bond Fund (Segregated - 17022020) - Direct Plan - Growth OptionUTI Dynamic Bond Fund (Segregated - 17022020) - Direct Plan - Growth Option
    --
    ₹ 1.35
    297.20%
    --
    Low to Moderate Risk
    ₹ 6.82 Cr
    UTI Medium Term Fund (Segregated - 17022020) - Direct Plan - Growth OptionUTI Medium Term Fund (Segregated - 17022020) - Direct Plan - Growth Option
    --
    ₹ 0.37
    296.86%
    --
    Moderate Risk
    ₹ 1.36 Cr
    UTI Bond Fund (Segregated - 17022020) - Direct Plan - Growth OptionUTI Bond Fund (Segregated - 17022020) - Direct Plan - Growth Option
    --
    ₹ 7.35
    296.85%
    --
    Moderate Risk
    ₹ 16.78 Cr
    UTI Credit Risk Fund (Segregated - 13092019) - Direct Plan - Growth OptionUTI Credit Risk Fund (Segregated - 13092019) - Direct Plan - Growth Option
    --
    ₹ 0.58
    264.19%
    --
    Moderately High risk
    ₹ 30.86 Cr
    UTI Credit Risk Fund (Segregated - 17022020) - Direct Plan - Growth Option
    Moderately High risk--
    • NAV₹ 2.69
    • Fund Size₹ 47.82 Cr
    1 Month Return297.43%
    Category Return--
    UTI Regular Savings Fund (Segregated - 17022020) - Direct Plan - Growth Option
    High Risk--
    • NAV₹ 4.08
    • Fund Size₹ 46.38 Cr
    1 Month Return297.23%
    Category Return--
    UTI Dynamic Bond Fund (Segregated - 17022020) - Direct Plan - Growth Option
    Low to Moderate Risk--
    • NAV₹ 1.35
    • Fund Size₹ 6.82 Cr
    1 Month Return297.20%
    Category Return--
    UTI Medium Term Fund (Segregated - 17022020) - Direct Plan - Growth Option
    Moderate Risk--
    • NAV₹ 0.37
    • Fund Size₹ 1.36 Cr
    1 Month Return296.86%
    Category Return--
    UTI Bond Fund (Segregated - 17022020) - Direct Plan - Growth Option
    Moderate Risk--
    • NAV₹ 7.35
    • Fund Size₹ 16.78 Cr
    1 Month Return296.85%
    Category Return--
    UTI Credit Risk Fund (Segregated - 13092019) - Direct Plan - Growth Option
    Moderately High risk--
    • NAV₹ 0.58
    • Fund Size₹ 30.86 Cr
    1 Month Return264.19%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    UTI Asset Management Co Ltd
    UTI Asset Management Co Ltd manages assets worth ₹ 3,32,771.40 crores. It’s current offering of mutual fund schemes includes 33 equity, 37 debt and 7 hybrid schemes.
    phone icon
    Phone
    +91-22-6678 6666
    mail icon
    Email
    pms_care@uti.co.in
    aum
    AUM
    ₹ 3,32,771.40 Cr (
    As on May 31, 2025
    )
    location
    Address
    PMS Division, UTI - Tower, “Gn” Block, Bandra Kurla Complex, Mumbai- 400051 Mumbai,400051

    bt_logoFAQ's

    What is the category of UTI - Short Term Income Fund - Discontinued Regular Option -Growth Sub Option ?
    The category of UTI - Short Term Income Fund - Discontinued Regular Option -Growth Sub Option is Fixed Income - Short Duration
    What is the current NAV of UTI - Short Term Income Fund - Discontinued Regular Option -Growth Sub Option ?
    The current NAV of UTI - Short Term Income Fund - Discontinued Regular Option -Growth Sub Option as on Jul 03, 2025 is ₹44.90
    How safe is UTI - Short Term Income Fund - Discontinued Regular Option -Growth Sub Option ?
    The risk level of UTI - Short Term Income Fund - Discontinued Regular Option -Growth Sub Option is Moderate.
    What are short term returns given by UTI - Short Term Income Fund - Discontinued Regular Option -Growth Sub Option ?
    The return given by UTI - Short Term Income Fund - Discontinued Regular Option -Growth Sub Option in 1 month is 0.41%, 3 months is 2.32%, 6 months is 4.96%, and 1 year is 8.98%
    What are the long term returns given by UTI - Short Term Income Fund - Discontinued Regular Option -Growth Sub Option ?
    The return given by UTI - Short Term Income Fund - Discontinued Regular Option -Growth Sub Option in 3 years is 7.34% and 5 years is 6.77%.
    What is the expense ratio of UTI - Short Term Income Fund - Discontinued Regular Option -Growth Sub Option ?
    The expense ratio of UTI - Short Term Income Fund - Discontinued Regular Option -Growth Sub Option is 0.96%
    What is the AUM of UTI - Short Term Income Fund - Discontinued Regular Option -Growth Sub Option ?
    The assets under Management (AUM) of UTI - Short Term Income Fund - Discontinued Regular Option -Growth Sub Option is Rs 2,822.27 crores.
    What is the minimum investment in UTI - Short Term Income Fund - Discontinued Regular Option -Growth Sub Option ?
    The minimum Lumpsum investment in UTI - Short Term Income Fund - Discontinued Regular Option -Growth Sub Option is ₹500.00 and the minimum SIP investment in UTI - Short Term Income Fund - Discontinued Regular Option -Growth Sub Option is ₹1,500.00
    What is the asset allocation of UTI - Short Term Income Fund - Discontinued Regular Option -Growth Sub Option?
    UTI - Short Term Income Fund - Discontinued Regular Option -Growth Sub Option has an exposure of 91.80% in Debt and 7.97% in Cash & Money Market Securities

    bt_logoCALCULATORS

    calculatorIncome Tax Calculatorsip calculatorSIP Calculatorfd calculatorFD Calculatordividend yield calculatorDividend Yield Calculatorlump sum calculatorLump-Sum Calculatorcagr calculator CAGR Calculatortop up sip calculatorTop-Up Calculatorlatter factor calculatorLatte Factor Calculator

    bt_logoTop Stories