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UTI Income Opportunities Fund (G)

PLAN: Regular OPTIONS: Growth
14.931 0 (0.03%)

NAV as on 28 Apr, 2017

CRISIL MF RANK

Riskometer

MODERATE

MODERATE

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

Very Good performance in the category

The scheme is ranked 1 in Credit Opportunities Funds category by Crisil (for quarter ended Dec 2016) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested.

View Top ranked funds in this category

Close UTI Income Opportunities Fund renamed as UTI Income Opportunities Fund with the effect from September 10, 2013.
View Historic Graph From     To     

Returns (NAV as on 28 Apr, 2017)

Period Returns (%) Rank #
1 mth 0.6 46
3 mth 1.5 31
6 mth 3.9 30
1 year 9.8 37
2 year 9.2 41
3 year 9.9 32
5 year - -

# Moneycontrol Rank within Credit Opportunities Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
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 0.6 1.5 3.9 9.8 9.2 9.9 --
Category avg 0.7 1.4 3.6 9.1 8.9 8.3 6.7
Difference of Fund returns and Category returns -0.1 0.1 0.3 0.7 0.3 1.6 --
Best of category 1.2 2.7 6.0 12.0 11.1 11.8 10.4
Worst of category 0.3 -0.1 -0.2 -0.2 5.7 6.7 8.0
UTI Income Opportunities Fund (G) Review by Crisil - Rating: 5 (Rank 1 out of 5)

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) 1,973.61 (Mar-31-2017)
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 3
9,163.60 1.2 3.7 9.9 10.4 --
Birla SL Medium Term - RP (G) Rank 3
8,660.99 0.9 3.4 9.2 10.2 10.4
Reliance RSF - Debt - RP (G) Rank 3
7,614.22 1.5 3.8 9.5 9.7 9.4
Franklin (I) ST Income -Retail (G) Rank 5
6,794.71 2.0 4.7 10.7 9.6 9.6
Franklin Corporate Bond Opp. (G) Rank 4
6,404.46 1.9 4.6 10.4 9.8 9.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 17)

Debt Rating Value
(Rs cr)
Asset %
NCD DALMIA CEMENT (BHARAT) LTD ICRA-AA 74.04 3.75
DDB ZEE LEARN LTD. CARE-AA+(SO) 58.05 2.94
NCD POWER FINANCE CORPORATION LTD. CRISIL-AAA 57.65 2.92
NCD EDELWEISS COMMODITIES SERVICES LTD CRISIL-AA 49.76 2.52
NCD IDEA CELLULAR LTD. CARE-AA+ 49.76 2.52
NCD MUTHOOT FINANCE LTD CRISIL-AA 49.56 2.51
NCD INDIABULLS HOUSING FINANCE LTD. CARE-AAA 46.00 2.33
NCD Dewan Housing Finance Corporation CARE-AAA 44.82 2.27
NCD EQUITAS SMALL FINANCE BANK LTD CARE-A+ 44.23 2.24
NCD AFCONS INFRASTRUCTURE LTD. ICRA-AA 42.25 2.14

Full Portfolio

Sector Allocation (Mar 31, 17)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Mar 31, 17)

Equity 0.00
Others 0.00
Debt 84.15
Mutual Funds N.A
Money Market 3.44
Cash / Call 12.41

View All

Concentration

Holdings (%)
Top 5 14.65
Top 10 26.14
Sector (%)
Top 3 N.A.

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