UTI Credit Risk Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Credit Opportunities
Benchmark Type
Crisil Composite Bond Index
Scheme AUM (in Crs.)
₹ 4537.59
Expense Ratio
0.59%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 165946
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
17.4222
(0.03 %)
NAV as on 2018-11-16
Returns
Fund
UTI Credit Risk Fund - Direct Plan
1 Year
5.65%
3 Year
8.58%
5 Year
9.93%
AMC Details
amc launch date
Launch Date
01 Feb 2003
amc sponsor
Sponsor
NA
amc email
Email
service@uti.co.in
amc phone
Phone
022 - 66786666
amc address
Address
UTI Towers, Gn Block, Bandra Kurla Complex, Bandra East, Mumbai 400051
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 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.
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?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,100
Portfolio Value
100
Total Returns