UTI Credit Risk Fund (Debt, Debt Credit Risk)

Moderate
6 yrs 11 monthsStarted on:19 Nov 2012
₹ 2702.27 Cras on: 15 Oct 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 Month0.80
2 YR0.45
3 YR2.85

SIP Returns

TenureReturns (CAGR)
5 YR2.98

Portfolio

Company Name% Assets
Edelweiss Rural & Corporate Services Ltd. 06/08/2021 9.55%7.3
Green Infra Wind Energy Ltd. 04/08/2023 9.65%6.62
Vodafone Idea Ltd. 10/07/2020 8.25%5.17
DMI Finance Ltd. 14/06/20213.69
Reliance Industries Ltd. 180-D 03/03/20203.61
Indostar Capital Finance Pvt Ltd. 15/03/20233.59
Nayara Energy Ltd. 29/07/2021 9.50%3.51
ICICI Bank Ltd. 14/09/20203.49
Vodafone Idea Ltd. 27/01/2022 8.04%2.84
Yes Bank Ltd. 9.50%2.64

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation4.13%
Beta0.82%

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).