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UTI Credit Risk Fund Regular Plan Monthly Payout Inc Dist cum Cap Wdrl

Fixed IncomeCredit Risk

10.54

0.00(0.01%)

NAV as on 15 Dec, 2025

CAGR

7.27%

Top Performer

This scheme has consistently delivered the best returns in its Credit Risk category across .

Returns

AUM (Crs.)261.16
Expense Ratio1.64 %
Sharpe Ratio / Category Average0.78 / 1.17
Standard Deviation / Category Average0.78 / 2.46
Beta / Category Average0.97 / 1.27
Portfolio Turnover / Category Average42.98 / 95.86
Top 5 Debt Holdings Wt.39.23
Top 10 Debt Holdings Wt.67.89
Investment StyleSmall Value
Morningstar Rating

Performance

LumpsumSIPQuarterlyBest & Worst

Absolute and Annualised Returns

Yearly Returns

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Portfolio

Asset Allocation

Equity%
Debt%
Cash%
Derivatives%

Weightage by Credit Rating

Concentration

No. of Debt Holdings--
Top 10 Debt Holdings--
Top 5 Debt Holdings--

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Fundamentals

Measures	Fund

Risk Metrics

Peers

1Y3Y5Y10Y

Mutual Fund	AUM (cr.)	3YReturns

Holdings

Stocks

Sector

About

Fund Manager(s)Check History
Abhishek Sonthalia
Launch Date28 Nov, 2014
BenchmarkS&P BSE 500

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.

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