UTI Credit Risk Fund (Debt, Debt Credit Risk)

Moderate
6 yrs 10 monthsStarted on:19 Nov 2012
₹ 3799.58 Cras on: 23 Aug 2019
Mid Term & Long Horizon
1.60%
Income Generation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

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).

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
1 YR1.81
2 YR3.38
3 YR5.21

SIP Returns

TenureReturns (CAGR)
2 YR2.05
3 YR3.36
5 YR5.36

Portfolio

Company Name% Assets
Green Infra Wind Energy Ltd. 04/08/2023 9.65%7.41
Altico Capital India Pvt Ltd. 16/08/20215.27
Edelweiss Rural & Corporate Services Ltd. 06/08/2021 9.55%5.22
GOI 14/01/2029 7.26%5.03
Bharat Aluminium Co. Ltd. 31/07/2020 7.90%4.65
DMI Finance Ltd. 14/06/20203.94
Vodafone Idea Ltd. 10/07/2020 8.25%3.83
DMI Finance Ltd. 14/06/20212.64
Uttar Pradesh Power Corporation Ltd 15/02/2021 8.97%2.62
Indostar Capital Finance Pvt Ltd. 15/03/20232.56

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation2.54%
Beta0.84%

Ritesh Nambiar

Mr. Nambiar is an MMS (Finance), CFA and FRM holder.
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).