UTI Credit Risk Fund Regular Plan Growth
Medium
Risk
Debt
Other
+
10.78
%
10.78
%
3Y annualised
+
0.04
%
0.04
%
1D
1M
6M
1Y
3Y
All
Fund size
410
NAV:
Mar 7, 2024
15.4032
Sector
Tech
Type
Debt
Launched
Nov 2012
Min Investment
500
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
7.18% Govt Stock 2033
6.76
%
Piramal Capital & Housing Finance Limited
6.42
%
TATA Motors Limited
6.14
%
Summit Digitel Infrastructure Limited
5.96
%
Kirloskar Ferrous Industries Ltd
5.61
%
India Grid TRust
4.97
%
TATA Projects Limited
4.81
%
Aditya Birla Fashion And Retail Limited
4.8
%
Tmf Holdings Limited
4.24
%
TVS Credit Services Limited
3.69
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 12.0 Months, 0.0 % if redeemed after 12.0 Months.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
UTI Credit Risk Fund Regular Plan Growth
More details
Investment 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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
Monthly SIP
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* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
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