Uti Credit Risk Fund Regular Plan Growth Option | Pros & Cons NAV(13.78)

Uti Credit Risk Fund Regular Plan Growth Option

Debt: Credit Risk

Fund Information

Objective

The investment objecOve of the scheme is to generate reasonable income and capital appreciaOon by invesOng minimum of 65% of total assets in AA and below rated corporate bonds (excluding AA+ rated corporate bonds).

10 Year Gsec

Benchmark

Launched On

Type

Min SIP

Min Investment

AUM in Crores

Expense Ratio

Exit Load

UTI Asset Management Company Ltd

Fund House

Fund Managers

Uti Credit Risk Fund Regular Plan Option Pros & Cons

Pros

  • Uti Credit Risk Fund Regular Plan Growth Option has over performed index in 2013-2016, 2014-2017, 2015-2018, 2016-2019 years

Cons

  • Uti Credit Risk Fund Regular Plan Growth Option has under performed index in 2017-2020 years
  • Higher Expense Ratio
  • Uti Credit Risk Fund Regular Plan Growth Option is ranking 30th in last 5 years

Average Returns

Fund Name1Y (%)3Y (%)5Y (%)7Y (%)10Y (%)15Y (%)
Uti Credit Risk Fund Regular Plan Growth Option 
22.02-5.83-1.31.67
10 Year Gsec
8.66-4.21-0.7-2.06-2.04-1.22

Uti Credit Risk Fund Regular Plan Option Rolling Returns

Fund Name3 Year (%)5 Year (%)
AverageMaxMinAverageMaxMin
Uti Credit Risk Fund Regular Plan Growth Option 
2.5910.95-10.672.969.33-3.78
10 Year Gsec
-2.3517.21-24.83-1.7411.17-16.61

Risk Parameters

Fund NameMeanStdSharpeBetaAlpha
Uti Credit Risk Fund Regular Plan Growth Option 
-30.2361.39-0.5694.1481.13
10 Year Gsec
-23.316.47-4.334--
Risk Parameters are calculated for the last 3 years data.

Calender Year Returns

Portfolio

Stock NameSector% of Total Holdings
National Bank For Agriculture & Rural Development SR-20 6.98% (19-Sep-22)Corporate Debt8.09
Tata Power Company Ltd. Sr III 8.84% (21-Feb-23)Corporate Debt6.61
Hindalco Industries Ltd. 9.55% (25-Apr-22)Corporate Debt6.53
Torrent Power Ltd. SR-4B 8.95% (06-Apr-22)Corporate Debt6.49
08.20% GOI - 15-Feb-2022Government Securities6.47
Amba River Coke Ltd. SR-II 8.75% (10-Feb-22)Corporate Debt6.33
Dilip Buildcon Ltd. -SR-XIII 08.9% (28-Dec-22)Corporate Debt6.17
Tata Steel Ltd. (23-Apr-22)Corporate Debt5.63
L&T Infrastructure Finance Company Ltd. 07.66% (18-Mar-22)Corporate Debt4.81
Godrej Industries Ltd. SR-01 06.43% (26-Apr-24)Corporate Debt4.7
Bharti Hexacom Ltd. 06.00% (19-Jan-24)Corporate Debt4.67
JM Financial Asset Reconstruction Company Pvt. Ltd. TR-XXI OPT B (27-Sep-21)Corporate Debt3.6
Axis Bank Ltd. 09.15% (31-Dec-22)Corporate Debt3.28
Power Finance Corpn. Ltd. SR-206 BD 05.47% (19-Aug-23)Corporate Debt3.17
JM Financial Credit Solutions Ltd. TRANCHE I Opt - I 09.25% (07-Aug-21)Corporate Debt3.16
05.63% GOI 12-Apr-2026Government Securities3.14
Afcons Infrastructure Ltd. 08.65% (23-Feb-22)Corporate Debt2.98
Tata Motors Ltd. SR-E-26 B 09.81% (20-Aug-24)Corporate Debt1.71
07.26% GOI - 14-Jan-2029Government Securities1.66
L&T Infrastructure Finance Company Ltd. SR-C OPT-1 8.50% (17-Jan-23)Corporate Debt1.64
Dilip Buildcon Ltd. -SR-XII 08.9% (28-Sep-22)Corporate Debt1.55
Dewan Housing Finance Corporation Ltd. SR-VII CAT I-IV (04-Jun-21)Corporate Debt0

AUM Yearly

YearScheme Total AumCategory Total Aum
2021318.790.00
2020311.420.00
20191446.9157108.87

Uti Credit Risk Fund Regular Plan Option Details

Uti Credit Risk Fund Regular Plan Growth Option is a mutual fund scheme launched by UTI Asset Management Company Ltd.. crores of assets under management (AUM)


Uti Credit Risk Fund Regular Plan Growth Option has given returns of 22.02% in the last 1 year and -5.83% in the last 3 years. And since launch the fund has given 3.26% returns.


This fund invests in companies which are fundamentally strong and having growth potential.


The top holdings of the fund are National Bank For Agriculture & Rural Development SR-20 6.98% (19-Sep-22) , Tata Power Company Ltd. Sr III 8.84% (21-Feb-23) , Hindalco Industries Ltd. 9.55% (25-Apr-22) , Torrent Power Ltd. SR-4B 8.95% (06-Apr-22) , 08.20% GOI - 15-Feb-2022

Frquently Asked Questions

1. What is the NAV of Uti Credit Risk Fund Regular Plan Option?

The current Net Asset Value (NAV) of the Uti Credit Risk Fund Regular Plan Option is 13.78

2. Uti Credit Risk Fund Regular Plan Option Rolling Returns

The 3 year rolling returns of the Uti Credit Risk Fund Regular Plan Option:

  • Mean : 2.59%
  • Max : 10.95%
  • Min : -10.67%

3. How do I invest in Uti Credit Risk Fund Regular Plan Option?

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Uti Credit Risk Fund Regular Plan Growth Option



Investment Duration 3 years

Disclaimer

Please note that these calculators are for illustrations only and do not represent actual returns. Mutual Funds do not have a fixed rate of return and it is not possible to predict the rate of return.