UTI-Credit Risk Fund – Direct Growth

Debt · Credit Risk
 · ★★★★
500
Min SIP
500
Min Lumpsum
0.86 %
Expense Ratio
★★★★
Rating
413
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 29 September 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 7.8% 11.5% -0.6% 4.8%
Category Average 18.2% 21.6% 13.9% -

Scheme Allocation

By Holding
By Sector
By Asset
Net CA & Others
10.65%
Piramal Capital
7.85%
Summit Digitel.
5.37%
Kirl. Ferrous
4.97%
TBILL-182D
4.61%
Others
66.55%
View all Holdings
Holdings Sector Instrument Asset
Net CA & Others - - 10.65%
Piramal Capital - - 7.85%
Summit Digitel. - - 5.37%
Kirl. Ferrous - - 4.97%
TBILL-182D - - 4.61%
Tata Motors - - 4.54%
India Grid Trust - - 4.5%
Tata Power Co. - - 4.42%
Century Textiles - - 4.41%
Dilip Buildcon - - 4.4%
Aadhar Hsg. Fin. - - 4.32%
Tata Projects - - 4.3%
Aditya Bir. Fas. - - 4.25%
TMF Holdings - - 3.48%
GSEC2029 - - 2.8%
Avanse Fin. Ser. - - 2.63%
GSEC2027 - - 2.54%
S A I L - - 2.23%
Axis Bank - - 2.21%
Godrej Propert. - - 2.2%
Power Fin.Corpn. - - 2.17%
Godrej Industrie - - 1.51%
Shriram Trans. - - 1.11%
C C I - - 0.3%
GSEC2032 - - 0.22%
Others
100%
View all Sectors
Sectors Asset
Non Convertable Debenture
78.15%
Govt Securities / Sovereign
10.49%
Net Curr Ass/Net Receivables
5.45%
PSU/PFI Bonds
4.03%
Commercial Paper
1.83%
Others
0.05%

Advance Ratio

10.45
Alpha
2.59
SD
0.07
Beta
1.31
Sharpe

Exit Load

Exit Load Redemption / switch out within 12 months from the date of allotment - (i) upto 10% of the alloted units - Nil (ii) beyond 10% of the alloted units - 1.00% Redemption / swith out after 12 months from the date of allotment - Nil

Fund Objective

The investment objective of the scheme is to generate reasonable income and capital appreciation by investing minimum of 65% of total assets in AA and below rated corporate bonds (excluding AA+ rated corporate bonds). However there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.

Fund Managers

Ritesh Nambiar

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

UTI Mutual Fund
AUM:
2,48,191 Cr
Address:
UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East), Mumbai 400 051
Contact:
66786666
Email ID:
service@uti.co.in

Frequently Asked Questions

How to invest in UTI-Credit Risk Fund – Direct Growth ?

You can invest in UTI-Credit Risk Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for UTI-Credit Risk Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of UTI-Credit Risk Fund – Direct Growth ?

The NAV of UTI-Credit Risk Fund – Direct Growth is ₹16.7 as of 29 September 2023.

How to redeem UTI-Credit Risk Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of UTI-Credit Risk Fund – Direct Growth?

The minimum SIP amount of UTI-Credit Risk Fund – Direct Growth is ₹500

How can I redeem my investments in UTI-Credit Risk Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select UTI-Credit Risk Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.

How much returns have UTI-Credit Risk Fund – Direct Growth generated ?

The UTI-Credit Risk Fund – Direct Growth has delivered 4.8% since inception

What is the expense ratio of UTI-Credit Risk Fund – Direct Growth ?

The expense ratio of UTI-Credit Risk Fund – Direct Growth is 0.86 % as of 29 September 2023.

What is the AUM of UTI-Credit Risk Fund – Direct Growth?

The AUM of UTI-Credit Risk Fund – Direct Growth is ₹2,48,191 Cr as of 29 September 2023

What are the top stock holdings of UTI-Credit Risk Fund – Direct Growth?

The top stock holdings of UTI-Credit Risk Fund – Direct Growth are
  1. Net CA & Others - 10.65%
  2. Piramal Capital - 7.85%
  3. Summit Digitel. - 5.37%
  4. Kirl. Ferrous - 4.97%
  5. TBILL-182D - 4.61%

Can I make investments in both the SIP and Lump Sum schemes of UTI-Credit Risk Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of UTI-Credit Risk Fund – Direct Growth based on your investment objective and risk tolerance.
Invest Now