UTI Credit Risk Fund (Debt, Debt Credit Risk)

Moderate
6 yrs 12 monthsStarted on:19 Nov 2012
₹ 2243.54 Cras on: 14 Nov 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)
3 YR2.48

SIP Returns

TenureReturns (CAGR)
5 YR2.6

Portfolio

Company Name% Assets
Edelweiss Rural & Corporate Services Ltd. 06/08/2021 9.55%8.83
Green Infra Wind Energy Ltd. 04/08/2023 9.65%8.02
Vodafone Idea Ltd. 10/07/2020 8.25%5.93
DMI Finance Ltd. 14/06/20214.45
Indostar Capital Finance Pvt Ltd. 15/03/20234.33
Nayara Energy Ltd. 29/07/2021 9.50%4.25
Yes Bank Ltd. 9.50%3.18
Amba River Coke Ltd. 10/02/2022 8.75%3.1
Edelweiss Retail Finance Ltd. 22/03/2021 8.75%3.09
Vodafone Idea Ltd. 27/01/2022 8.04%2.88

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation4.13%
Beta0.66%

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).