UTI Credit Risk Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹500

UTI Credit Risk Growth Direct Plan

NAV
₹19.7255
+0.02%
(17 Oct)
AUM
266 Cr
TER
0.88%
Risk
Moderately High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+21.4%
+14.3%
+10.5%
+10.4%
+10.1%
+8.3%
3Y
+12.2%
+11.8%
+10.8%
+8.9%
+9.3%
+8.3%
5Y
+9.3%
+10.2%
+7.8%
+9.4%
+9.4%
+10.1%
ALL
+10.0%
+9.2%
+7.3%
+6.7%
+7.6%
+5.3%
VOL
2.1%
2.5%
1.7%
-
1.5%
6.4%
TER
1.0%
0.7%
0.3%
-
0.7%
0.9%
AUM
₹562 Cr
₹1,053 Cr
₹153 Cr
-
₹995 Cr
₹266 Cr
INFO
4.81
3.67
4.20
-
4.92
0.83
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
UTI Credit Risk (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Sep
Top holdings
7.1% Govt Stock 2034
9.9%
Aadhar Housing Finance Limited - NCD & Bonds
7.7%
TATA Projects Limited - NCD & Bonds
7.6%
Vedanta Limited - NCD & Bonds
7.6%
Aditya Birla Real Estate Limited - NCD & Bonds
7.2%
Piramal Finance Limited - NCD & Bonds
6.8%
SHIVSHAKTI SECURITISATION TRUST
5.7%
Avanse Financial Services Limited - NCD & Bonds
5.5%
7.18% Govt Stock 2033
5.2%
Net Current Assets
4.7%
Top industry exposure
Financial Services
1.8%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
-
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
The investment objective of 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). However there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.
Fund manager(s)
Sunil Patil

FAQs