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UTI Income Opportunities Fund (G)

PLAN: Regular OPTIONS: Growth
15.478 0.01 (0.07%)

NAV as on 16 Oct, 2017

CRISIL MF RANK

Not Ranked

Riskometer

MODERATE

MODERATE

  • Principal at moderate risk.
FUND FAMILY : UTI Mutual Fund FUND CLASS : Credit Opportunities Funds
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Jun 2017) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Close UTI Income Opportunities Fund renamed as UTI Income Opportunities Fund with the effect from September 10, 2013.
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Returns (NAV as on 16 Oct, 2017)

Period Returns (%) Rank #
1 mth 0.5 41
3 mth 1.8 41
6 mth 3.9 48
1 year 7.9 45
2 year 8.9 42
3 year 9.3 38
5 year - -

# Moneycontrol Rank within 57 Credit Opportunities Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 1.8 1.8 1.8 - -
2016 2.1 2.0 3.2 2.1 10.2
2015 2.4 1.6 2.6 1.7 8.8
2014 2.5 3.0 2.1 3.1 11.4
2013 2.1 2.5 -0.4 2.8 7.6
2012 - - - 0.9 0.9

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Credit Opportunities Funds)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.5 1.8 3.9 7.9 8.9 9.3 --
Category avg 0.4 1.7 4.0 7.6 8.7 8.9 6.5
Difference of Fund returns and Category returns 0.1 0.1 -0.1 0.3 0.2 0.4 --
Best of category 1.2 2.7 6.0 10.6 10.7 11.6 10.2
Worst of category -1.8 -0.3 0.2 -0.2 3.7 5.2 6.7

Investment Info

Investment Objective

The investment 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.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Nov 08, 2012
Benchmark CRISIL Short Term Bond Fund
Asset Size (Rs cr) 2,875.70 (Sep-30-2017)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager Ritesh Nambiar
View performance of schemes managed by the Fund Manager
Notes UTI Income Opportunities Fund renamed as UTI Income Opportunities Fund with the effect from September 10, 2013.

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load : 1.00 % if withdrawn on or before 365 days from the date of investment.

Contact Details

Regd. Office UTI Tower, Gn Block, Bandra-Kurla Complex, Bandra (E), Mumbai, 400051
Tel. No. 66786666
Fax No. 26524921
Email uti@giasbm01.vsnl.net.in
Website http://www.utimf.com

Peer Comparison

Credit Opportunities Funds Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Corporate Debt Opp. -Reg (G) Rank 4
10,693.04 1.7 4.0 7.8 9.8 --
ABSL Medium Term - RP (G) Rank 3
9,563.65 1.6 4.7 8.1 9.9 10.2
Reliance RSF - Debt - RP (G) Rank 5
8,422.11 1.8 3.9 7.8 9.2 9.2
ICICI Pru Regular Sav. -Direct (G) Rank 4
909.09 2.0 4.6 8.9 10.0 --
ICICI Pru Regular Savings Fund (G) Not Ranked
6,948.47 1.8 4.2 7.9 9.1 9.0
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Sep 29, 17)

Debt Rating Value
(Rs cr)
Asset %
NCD BHARAT ALUMINIUM COMPANY LTD ICRA-AA- 146.10 5.08
NCD VARUN BEVERAGES LTD CRISIL-AA- 108.14 3.76
NCD WELSPUN RENEWABLES ENERGY PRIVATE LIMITED CARE-AA(SO) 80.53 2.80
NCD NIRMA LTD. CRISIL-AA- 76.79 2.67
NCD PIRAMAL ENTERPRISES LTD. ICRA-AA 75.06 2.61
NCD DALMIA CEMENT (BHARAT) LTD ICRA-AA 73.91 2.57
NCD AMBA RIVER COKE LTD CARE-AA- 73.34 2.55
DDB ZEE LEARN LTD. CARE-AA+(SO) 61.54 2.14
NCD NUVOCO VISTAS CORPORATION LTD CRISIL-AA 59.53 2.07
NCD MUTHOOT FINANCE LTD CRISIL-AA 58.38 2.03

Full Portfolio

Sector Allocation (Sep 29, 17)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Sep 29, 17)

Equity 0.00
Others 0.00
Debt 86.65
Mutual Funds 7.51
Money Market 2.59
Cash / Call 3.28

View All

Concentration

Holdings (%)
Top 5 16.92
Top 10 28.28
Sector (%)
Top 3 N.A.

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