UTI-INCOME OPPORTUNITIES FUND (Debt, Debt Credit Risk)

Moderate
5 yrs 8 monthsStarted on:19 Nov 2012
₹ 5090.16 Cras on: 13 Jul 2018
Mid Term & Long Horizon
1.61%
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)
YTD2.53
1 Month0.75
3 Month0.52
1 YR5.04
2 YR7.27
3 YR7.94

SIP Returns

TenureReturns (CAGR)
1 YR4.55
2 YR5.77
3 YR6.89
5 YR8

Portfolio

Company Name% Assets
Indiabulls Housing Finance Ltd. 17/06/2019 8.90%3.83
Bharat Aluminium Co. Ltd. 31/07/2020 7.90%3.62
Indostar Capital Finance Pvt Ltd. 15/03/20212.95
DMI Finance Ltd. 14/06/20202.94
Vodafone Mobile Services Ltd. 10/07/2020 8.25%2.83
Yes Bank Ltd. 9.50%2.5
Reliance Utilities and Power Pvt. Ltd 02/08/2024 9.75%2.16
Walwhan Renewables Energy Pvt. Ltd. 31/01/20221.97
Edelweiss Commodities Services Ltd. 31/01/2020 8.50%1.96
NUVOCO Vistas Corp Ltd. 14/09/2019 8.47%1.96

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation1.34%
Beta0.92%
Sharpe Ratio0.9

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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