UTI Credit Risk Fund Regular Plan Dividend Yearly+0.17%

2Groww
-29.44%
1 Year Return
Debt
Credit Risk
2.0star
6M
1Y
3Y
5Y
All

Fund Details

UTI Credit Risk Fund Regular Plan Dividend Yearly

RiskModerate
Min SIP Amount₹500
Expense Ratio1.60%
NAV7.85 (31 Mar 2020)
Fund Started17 Dec 2014
Fund Size936 Cr

Returns

1Y
3Y*
5Y*
Since inception*
UTI Credit Risk Fund Regular Plan Dividend Yearly
-29.4%
-7.5%
-1.1%
2.2%
Category Average
0.2%
3.3%
6.5%
-
Rank within category
19
16
14
-
*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
    0
    with -29.4% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. Higher expense ratio
    4. 1Y Returns are lower than the benchmark
    5. 3Y Returns are lower than the benchmark
    6. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    DMI Finance Ltd.FinancialNCD10.3%
    Nayara Energy Ltd.EnergyBonds/NCD10.1%
    Yes Bank Ltd.FinancialBonds7.6%
    Amba River Coke Ltd.OthersNCD7.5%
    Edelweiss Retail Finance Ltd.FinancialDebenture7.5%
    Zee Learn Ltd.ServicesDebenture4.3%
    GOISovereignGOI Sec3.2%
    Dilip Buildcon Ltd.ConstructionNCD2.1%
    GOISovereignGOI Sec1.7%
    Dilip Buildcon Ltd.ConstructionNCD1.6%
    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 Regular Plan Dividend Yearly is a Debt Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was introduced to investors on 17 Dec 2014. Ritesh Nambiar is the Current Fund Manager of UTI Credit Risk Fund Regular Plan Dividend Yearly.The fund currently has an Asset Under Management(AUM) of ₹936 Cr and the Latest NAV as of 31 Mar 2020 is ₹7.85.

    The UTI Credit Risk Fund Regular Plan Dividend Yearly is rated Moderate risk. Minimum SIP Investment is 500. 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)

    Not Supported
    Min for First Investment
    Not Supported
    Min for Second Investment
    Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months
    Exit Load

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    About UTI Mutual Fund

    Address
    UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai 400051
    Phone
    022-66786666
    Launch Date
    01 Feb 2003
    Website
    NA
    UTI Mutual Fund
    Asset Management Company
    Custodian
    Stock Holding Corp. of India Ltd.
    Registrar & Transfer Agent
    KFin Tech
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
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