UTI-INCOME OPPORTUNITIES FUND (Debt, Credit Opportunities)

Moderate
5 yrs 7 monthsStarted on:19 Nov 2012
₹ 4537.59 Cras on: 22 May 2018
Mid Term & Long Horizon
1.65%
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)
YTD1.54
3 Month0.96
1 YR5.39
2 YR7.60
3 YR7.97

SIP Returns

TenureReturns (CAGR)
1 YR4.09
2 YR5.89
3 YR6.99
5 YR8.08

Portfolio

Company Name% Assets
Bharat Aluminium Co. Ltd. 31/07/2020 7.90%4.08
Indiabulls Housing Finance Ltd. 28/12/2018 7.45%3.73
Indostar Capital Finance Pvt Ltd. 15/03/20213.31
Varun Beverages Ltd. 30/06/2022 7.70%3.09
Yes Bank Ltd. 9.50%2.94
Reliance Utilities and Power Pvt. Ltd 02/08/2024 9.75%2.54
Walwhan Renewables Energy Pvt. Ltd. 31/01/20222.23
Edelweiss Commodities Services Ltd. 31/01/2020 8.50%2.2
Vedanta Ltd. 28/10/2019 8.25%2.2
Edelweiss Retail Finance Ltd. 22/03/2021 8.75%2.16

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation1.3%
Beta0.9%
Sharpe Ratio2.79

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).
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