NAV as on for
The investment objective of the scheme is to generate steady and reasonable income, with low risk and high level of liquidity from a portfolio of predominantly debt & money market securities by Banks and Public Sector Undertakings (PSUs).
Mr. Sudhir Agarwal
Mr. Sudhir Agarwal is a M.Com, CFA, PGDBA, CAIIB-I, Certificate Examination of IIB for the Employees of UTI. He joined UTI AMC in 2009 after 8 years of experience.
The Tax Angle - Subject to prevalent tax laws (Please refer to the clause on Taxation in the Statement of Additional Information (SAI))• In the case of UTI Banking & PSU Debt Fund the return can be in the form of dividend or capital appreciation depending upon the option of the investor– Dividend is tax free in the hands of investor while the fund has to incur a Dividend Distribution Tax
The product is suitable for investors who are seeking*:
* Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
Mr. Sudhir Agarwal is a M.Com, CFA, PGDBA, CAIIB-I, Certificate Examination of IIB for the Employees of UTI. He joined UTI AMC in 2009 after 8 years of experience. He has previously worked with CARE (Credit Analysis and Research Ltd.), Transparent Value LLC and Tata Asset Management Company Ltd in different roles.
Currently, he is working as a Fund Manager and handling UTI-Floating Rate Fund-STP, UTI-Short Term Income Fund, UTI-Treasury Advantage Fund
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