UTI Credit Risk Fund Direct
Scheme Type
Open-ended
Scheme Category
Credit Opportunities
Benchmark Type
Crisil Composite Bond Index
Scheme AUM (in Crs.)
₹ 5093.38
Expense Ratio
0.62%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 157586
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
AMC Details
Launch Date
01 Feb 2003
Sponsor
NA
Email
service@uti.co.in
Phone
022 - 66786666
Address
UTI Tower , `GN' Block,,Bandra Kurla Complex,,Bandra (E), Mumbai - 400 051
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderate
Exit Load
Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
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.
Suitability
This product is suitable for investors who are seeking
• Reasonable income and capital appreciation over long-term
• Investment in debt and money market instruments across different maturities & credit rating
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
₹1,000
Investment per month for 0.5 Years
₹6,117
Portfolio Value
₹117
Total Returns
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.