Overview Peers Portfolio Fund Manager Opinions

Sudhir Agarwal

AUM: ₹5,855.69 Cr.

Exp: 12yrs

Qualification

M.Com, MBA (Finanace), CFA

Past Experience

Mr. Sudhir Agrawal is presently Fund Manager for UTI Treasury Advantage Fund, UTI Floating Rate Fund STP and UTI Short Term Income Fund.He has previously worked with CARE (Credit Analysis and Research Ltd.), Transparent Value LLC and Tata Asset Management Company Ltd in different roles.

UTI ST Income Fund

UTI ST Income Fund

Returns
Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Expense Ratio
Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Return vs FD Rates
If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Qualification

Past Experience

Funds Managed (4)

UTI Floater Fund

UTI Gilt Fund

UTI Dynamic Bond Fund

UTI ST Income Fund

UTI ST Income Fund

ReturnsFund's average annual rolling returns over the last three years is compared against the funds from the same category

Expense RatioExpense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Return vs FD RatesIf fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Qualification

Past Experience

Funds Managed (4)

UTI Floater Fund

UTI Gilt Fund

UTI Dynamic Bond Fund

UTI ST Income Fund

Returns
Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Expense Ratio
Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Return vs FD Rates
If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD