I have been using cleartax for investment from last 3 years ! Very effective and easy to use !
UTI - Short Duration Fund - Direct Plan - Growth Option
4Direct
Growth
3 yr CAGR
+8.15%
4Direct
Growth
3 yr CAGR
+8.15%
Fund overview
Net Asset Value
₹33.3946
AUM (Fund size)
2,446.08 Crore
Lock-in period
No Lock-in
Exit Load
0% in 0 days
Expense ratio
0.44%
Risk
Low to Moderate
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.03 Lakhs ₹
Min investment of ₹1,000 required
Top holdings
| Holdings | Weightage |
|---|---|
| 6.79% Govt Stock 2034 | 11% |
| Net Current Assets | 7.62% |
| LIC Housing Finance Limited | 6.19% |
| National Housing Bank | 6.15% |
| Small Industries Development Bank Of India | 6.14% |
| National Bank For Agriculture And Rural Development | 6.13% |
| Power Finance Corporation Ltd. | 6.11% |
| Export-Import Bank of India | 3.49% |
| Canara Bank** | 3.26% |
| Kotak Mahindra Prime Limited | 2.98% |
Calculate returns
Monthly (SIP)
One-Time
₹
yrs
₹4,000 invested monthly becomes ₹0 in a period of 20 years
Related Funds
| Fund | NAV | 3yr Returns | Risk |
|---|---|---|---|
| 33.34 | 7.73% | Low to Moderate Risk | |
| 56.71 | 7.65% | Low to Moderate Risk | |
| 50.94 | 7.91% | Low to Moderate Risk | |
| 16.52 | 7.55% | Low to Moderate Risk | |
| 56.84 | 7.61% | Low to Moderate Risk | |
| 27.74 | 7.14% | Low to Moderate Risk | |
| 33.75 | 7.42% | Low to Moderate Risk | |
| 64.86 | 8.25% | Moderate Risk | |
| 27.43 | 6.97% | Low to Moderate Risk |
About UTI Asset Management Co Ltd
UTI Mutual Fund was launched after carving out the former Unit Trust of India by repealing the Unit Trust of India Act 1963. UTI was subsequently bifurcated into UTI Mutual Fund and SUUTI. It was registered with SEBI or the Securities and Exchange Board of India on 01 February 2003. UTI has four sponsors namely the State Bank of India (SBI), Life Insurance Corporation of India (LIC), Punjab National Bank and the Bank of Baroda. It counts UTI Trustee Company Private Limited as the trustee.
Managers | Anurag Mittal, Sudhir Agarwal |
Custodians | Deutsche Bank AG |
Address | PMS Division, UTI - Tower, “Gn” Block, Bandra Kurla Complex, Mumbai- 400051 |
Fax Nos. | |
Telephone Nos. | +91-22-6678 6666 |
Homepage | https://www.utiwms.com |
See what our clients have to say
Great investing experience! Contacted the support with queries.. Got immediate response and all my doubts clarified. Will definitely recommend ClearTax to friends
I am new to investments and got all the information I need on your website. The suggestions for mutual fund investments and tax savings are great.
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.03 Lakhs ₹
Min investment of ₹1,000 required
Why Invest with ClearTax
Choose from best funds
Invest in hand-picked top performing Mutual funds
Bank graded security
Data security is our top priority. 128 Bit Bank Grade SSL. ISO 27001 DC.
Easy to invest
Sign up and start investing online within minutes.
Easy to withdraw
Withdraw anytime in 1-click with no paperwork needed
Easy to track
Track / monitor your investments 24*7 on your dashboard
Instant investment proof
Get your 80C investment proof instantly and submit to HR.
3 easy steps to complete your investment
Complete the entire investment process in just three simple steps and enjoy your returns.
Select the amount to invest
Choose from 200+ mutual funds catered for you
Enter personal details
Complete your KYC and get registered
Pay and your are done!
Checkout and see your money grow
Frequently Asked Questions
What are debt-funds?
Debt funds is an investment vehicle that mainly invest in fixed income securities like corporate bonds, treasury bills, government securities and other money market instruments.
Who should invest in a debt fund?
Debt funds are ideal for investors who want regular income, but are risk-averse. Debt funds are less volatile and, hence, are less risky than equity funds.
What are liquid funds?
Liquid funds is a type of mutual funds which have a very short maturity period, not more than 91 days. The shorter maturity period, makes it almost a risk-free investment.You can get your money out of liquid funds any time without any penalty or cost.
What is a lock-in period?
It is the period for which your money will remain locked in the mutual fund. Most mutuals do not have any lock-in period. ELSS, Tax-Savers, come with a lock-in of 3 years which is the lowest compared to other 80C investment options. Lock-in period is calculated from the date of investment. Meaning SIPs will have different lock-in dates
Is KYC necessary for BLACK?
KYC is necessary for all fund houses. If you are investing through BLACK, you need to do your KYC just once. The same KYC will be used for all further investments.
What is a Mandate (Auto-SIP)?
A Mandate is a one-time registration through which you instruct your bank account to deduct a specified amount of money from your account daily towards investing into a SIP portfolio. Once you register for Mandate, you don’t have to follow the payment process every time you invest in the SIP.
