UTI-Credit Risk Fund

Debt · Credit Risk
 · ★★★★
500
Min SIP
500
Min Lumpsum
0.84 %
Expense Ratio
★★★★
Rating
433
Fund Size (in Cr)
10 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 07 June 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 7.5% 8.2% -0.6% 4.7%
Category Average 16.1% 24% 13.6% -

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%
Others
100%
Non Convertable Debenture
80.27%
Govt Securities / Sovereign
9.37%
Net Curr Ass/Net Receivables
6.51%
PSU/PFI Bonds
3.77%
Fixed Deposit
0.09%

Advance Ratio

0.72
Alpha
3.11
SD
-0.01
Beta
0.23
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:
2,23,841 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 ?

You can invest in UTI-Credit Risk Fund 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 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 ?

The NAV of UTI-Credit Risk Fund is ₹16.3 as of 07 June 2023.

How to redeem UTI-Credit Risk Fund 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?

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

How much returns have UTI-Credit Risk Fund generated ?

The UTI-Credit Risk Fund has delivered 4.7% since inception

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

The expense ratio of UTI-Credit Risk Fund is 0.84 % as of 07 June 2023.

What is the AUM of UTI-Credit Risk Fund?

The AUM of UTI-Credit Risk Fund is ₹2,23,841 Cr as of 07 June 2023

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

The top stock holdings of UTI-Credit Risk Fund 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%
Invest Now