UTI Credit Risk Fund

Debt - Credit Risk Fund

UTI Credit Risk Fund invests in high income accruing securities with short term maturity which aims to generate reasonable income and capital appreciation. The fund aims to generate capital appreciation through active credit & duration management with focus on rating migrations. Investors having an investment horizon of more than 3 years may look at this fund.

Snapshot

Fund Type
Inception
Risk Metric
Returns
1 Year
3 Year
5 Year
NAV
A segregated portfolio has been created for Altico Capital India Ltd, Vodafone Idea Ltd., Yes Bank Ltd. and Zee Learn Ltd.in UTI Credit Risk Fund. The performance of the scheme is affected to the extent of segregated portfolio. The entire proceeds of Rs. 40.80 Crores have been recovered from Zee Learn Limited on July 14, 2020 and same has been distributed to investors on July 15, 2020.

Fund Facts

Month End AuM
Monthly Avg. AuM
No. of Folio Accounts
Minimum Investment Amount
Total Expense Ratio
Benchmark Index
Special Facitilities
Exit Load

Fund Overview

Scheme Riskometer

In terms of SEBI Circular No. SEBI/HO/IMD/IMD-II DOF 3/P/CIR/2021/573 dated June 07, 2021, all debt schemes of UTI Mutual Fund have been classified in terms of a Potential Risk Class (PRC) Matrix, consisting of maximum interest rate risk (measured by Macaulay Duration (MD) of the scheme) and maximum credit risk (measured by Credit Risk Value (CRV) of the scheme) that a scheme can take, effective December 1, 2021.
Potential Risk Class C-III

Fund Performance

Period Fund Performance Vs Benchmark (CAGR) Growth for Rs 10,000 /-
NAV (%) NAV (Rs)

"Different plans have a different expense structure. The performance details provided herein are of Regular plan." * CAGR - Compounded annualized Growth Rate

Portfolio

Fund Benchmark Net
Current Asset Allocation
Top 10 Holdings
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Name Weight(%)

Fund Managers

Frequently asked questions

  • What is UTI credit risk fund
  • Why Should I Invest in UTI credit risk fund?
  • How to Invest in credit risk debt fund
  • Tax Implication on UTI credit risk debt fund