| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.90% |
| NAV | ₹11.97 (10 Jul 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹466 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Zee Learn Ltd. | Services | Debenture | 8.9% |
| Reliance Industries Ltd. | Energy | Debenture | 8.7% |
| GOI | Sovereign | GOI Sec | 7.7% |
| Amba River Coke Ltd. | Others | NCD | 7.4% |
| Edelweiss Retail Finance Ltd. | Financial | Debenture | 7.0% |
| Piramal Enterprises Ltd. | Healthcare | NCD | 6.4% |
| Nayara Energy Ltd. | Energy | Bonds/NCD | 6.3% |
| GOI | Sovereign | GOI Sec | 5.8% |
| Power Finance Corpn. Ltd. | Financial | Debenture | 5.4% |
| Dilip Buildcon Ltd. | Construction | NCD | 4.2% |
UTI Credit Risk Fund Direct Growth is a Debt Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Ritesh Nambiar is the Current Fund Manager of UTI Credit Risk Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹466 Cr and the Latest NAV as of 10 Jul 2020 is ₹11.97.
The UTI Credit Risk Fund Direct Growth is rated Moderate risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months
The investment objective of the scheme is to generate reasonable income and capital appreciation by investing in debt and money market instruments across different maturities and credit ratings. There is no assurance that the investment objective of the scheme will be achieved.
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.