UTI Credit Risk Fund (Debt, Debt Credit Risk)

Moderate
7 yrs 5 monthsStarted on:19 Nov 2012
₹ 936.02 Cras on: 03 Apr 2020
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)

SIP Returns

TenureReturns (CAGR)

Portfolio

Company Name% Assets
DMI Finance Ltd. 14/06/202110.34
Nayara Energy Ltd. 29/07/2021 9.50%10.14
Yes Bank Ltd. 9.50%7.61
Amba River Coke Ltd. 10/02/2022 8.75%7.47
Edelweiss Retail Finance Ltd. 22/03/2021 8.75%7.45
Zee Learn Ltd.4.29
GOI 07/10/2029 6.45%3.22
Dilip Buildcon Ltd. 28/12/2022 8.90%2.08
GOI 14/01/2029 7.26%1.67
Dilip Buildcon Ltd. 28/06/2020 8.90%1.6

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation9.91%

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).