UTI Credit Risk Fund - Regular Plan - Growth Option

(Erstwhile UTI Income Opportunities Fund - Growth Option)

Category: Debt: Credit Risk
Launch Date: 10-11-2012
Asset Class: Fixed Income
Benchmark: CRISIL Credit Risk Debt B-II Index
Expense Ratio: 1.65% As on (30-11-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 316.07 Cr As on (29-11-2024)
Turn over:
NAV as on 26-12-2024

16.3846

0.01 (0.0378%)

CAGR Since Inception

4.16%

CRISIL Credit Risk Debt B-II Index 7.31%

PERFORMANCE of UTI Credit Risk Fund - Regular Plan - Growth Option

Scheme Performance (%) Data as on - 26-12-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
UTI Credit Risk Fund - Regular Plan - Growth Option 7.9 6.09 0.96 3.07 4.16
Benchmark - - - - -
Debt: Credit Risk 7.94 8.95 6.57 6.45 6.53

Yearly Performance (%)

Nav Movement

Fund Managers

Ritesh Nambiar

Investment Objective

The objective of the scheme is to generate reasonable income and capital appreciation by investing in debt and money market instruments across different maturities and credit ratings.

RETURNS CALCULATOR for UTI Credit Risk Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of UTI Credit Risk Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
UTI Credit Risk Fund - Regular Plan - Growth Option 8.82 0.6 -0.93 -3.11 8.03 2.88
Debt: Credit Risk - - - - - -

PEER COMPARISION of UTI Credit Risk Fund - Regular Plan - Growth Option

Period
Data as on - 26-12-2024
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
UTI Credit Risk Fund - Regular Plan - Growth Option 10-11-2012 7.9 7.18 6.09 0.96 3.07
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth 05-04-2015 11.74 9.33 8.54 8.28 0.0
ICICI Prudential Credit Risk Fund - Growth 05-12-2010 8.46 7.87 6.9 7.36 7.83
Nippon India Credit Risk Fund - Growth Plan 01-06-2005 8.23 8.02 6.67 5.32 6.04
HDFC Credit Risk Debt Fund - Growth Option 05-03-2014 8.19 7.43 6.16 7.27 7.7
Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option 23-01-2015 8.15 7.68 6.68 8.17 0.0
Axis Credit Risk Fund - Regular Plan - Growth 15-07-2014 8.04 7.52 6.32 6.66 6.85
SBI Credit Risk Fund - Regular Plan - Growth 01-07-2004 7.95 8.15 6.82 7.04 7.5
DSP Credit Risk Fund - Regular Plan -Growth 05-05-2003 7.73 11.58 10.76 7.97 6.78
BANDHAN Credit Risk Fund - Regular Plan Growth 27-02-2017 7.23 6.54 5.34 5.5 0.0

PORTFOLIO ANALYSIS of UTI Credit Risk Fund - Regular Plan - Growth Option

Asset Allocation (%)