UTI Short Term Mn IDCW-P
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 Deviation2.0%
Sharpe Ratio-0.92
Beta1.16
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
INF789F01QB2
ISINDailyDealing Frequency
CRISIL Short Dur Debt A-II TR INRBenchmark
Capital Gain Tax | Taxed as per Income Tax Slab
Tax Implications (India)