UTI Credit Risk Fund Direct Growth-0.11%

3Groww
2.85%
1 Year Return
Debt
Credit Risk
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

UTI Credit Risk Fund Direct Growth

RiskModerate
Min SIP Amount₹500
Expense Ratio0.70%
NAV17.7 (23 Aug 2019)
Fund Started01 Jan 2013
Fund Size4,050 Cr

Returns

1Y
3Y*
5Y*
Since inception*
UTI Credit Risk Fund Direct Growth
2.9%
6.4%
8.3%
8.8%
Category Average
0.7%
4.6%
7.7%
-
Rank within category
13
11
8
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 2.9% annual returns

    Comparison

    Data not available
    Pros
    1. Risk-adjusted returns are higher compared to the category
    2. 5Y Returns are higher than the benchmark
    Cons
    1. Risk is higher compared to the benchmark
    2. 1Y Returns are lower than the benchmark
    3. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Green Infra Wind Energy Ltd.EngineeringDebenture7.4%
    Altico Capital India Pvt Ltd.FinancialNCD5.3%
    Edelweiss Rural & Corporate Services Ltd.FinancialNCD5.2%
    GOISovereignGOI Sec5.0%
    Bharat Aluminium Co. Ltd.MetalsNCD4.7%
    DMI Finance Ltd.FinancialNCD3.9%
    Vodafone Idea Ltd.CommunicationBonds/Deb3.8%
    DMI Finance Ltd.FinancialNCD2.6%
    Uttar Pradesh Power Corporation LtdEngineeringBonds2.6%
    Indostar Capital Finance Pvt Ltd.FinancialNCD2.6%
    See All

    Fund Managers

    addRitesh Nambiar
    Education
    Mr. Nambiar is an MMS (Finance), CFA and FRM holder.
    Experience
    Prior to joining UTI AMC in March 2008, he was a Fixed Income Analyst with CRISIL Research (January 2007 - March 2008) and a Fixed Income Trader with Eurex, LIFFE and CBOE Desk )(May 2005 - October 2006).
    Funds Managed

    Other Details

    UTI Credit Risk Fund Direct Growth is a Debt Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Ritesh Nambiar is the Current Fund Manager of UTI Credit Risk Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹4,050 Cr and the Latest NAV as of 23 Aug 2019 is ₹17.7.

    The UTI Credit Risk Fund Direct Growth is rated Moderate risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months.

    Investment Objective

    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.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months
    Exit Load

    Compare Funds

    UTI Credit Risk Fund Direct Growth
    VS
    search

    About UTI Mutual Fund

    Address
    UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai 400051
    Phone
    022-66786666
    Launch Date
    31 Jan 2003
    Website
    NA
    UTI Mutual Fund
    Asset Management Company
    Custodian
    Stock Holding Corp. of India Ltd.
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
    Similar Funds
    Data not available
    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
    MOST POPULAR ON GROWW
    MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL  | HDFC  | RELIANCE  | ADITYA BIRLA SUN LIFE  | SBI  | UTI  | FRANKLIN TEMPLETON  | KOTAK MAHINDRA  | IDFC  | DSP BLACKROCK  | AXIS  | TATA  | L&T  | SUNDARAM  | DHFL PRAMERICA  | INVESCO  | LIC  | JM FINANCIAL  | BARODA PIONEER  | CANARA ROBECO  | HSBC  | IDBI  | INDIABULLS  | MOTILAL OSWAL  | BNP PARIBAS  | MIRAE ASSET  | PRINCIPAL  | BOI AXA  | UNION KBC  | TAURUS  | EDELWEISS  | ESSEL  | MAHINDRA  | QUANTUM  | PPFAS  | IIFL  | ESCORTS  |