UTI Short Term Gr
Empty
1–3 yearsInvestment Horizon
HNI,MATarget Segments
Empty
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation1.7%
Sharpe Ratio-0.47
Beta1.09
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Top Stock Holdings
CompanySectorAllocation
Net Current AssetsUtilities15.46%
Export Import Bank Of IndiaUtilities6.93%
Vedanta LimitedUtilities5.56%
LIC Housing Finance LtdUtilities4.23%
Poonawalla Fincorp LimitedUtilities4.23%
360 One Prime LimitedUtilities4.22%
Small Industries Development Bank Of IndiaUtilities4.20%
LIC Housing Finance LtdUtilities2.87%
Rec LimitedUtilities2.86%
7.18% Govt Stock 2033Utilities2.83%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)0.84%
Regulatory & Tax Information
INF789F01QA4
ISINDailyDealing Frequency
CRISIL Short Dur Debt A-II TR INRBenchmark
Capital Gain Tax | Taxed as per Income Tax Slab
Tax Implications (India)