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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹1000
AUM (Fund size)
₹31 Cr
Lock In Period
N/A
Expense Ratio
1.6
Benchmark
Crisil Short-Term Bond Fund Index
Exit Load
Redemptions / switch out within 12 months from the date of allotment: Upto 10% of the allotted units – Nil. Beyond 10% of the allotted units – 1.00%Redemptions / switch out after within 12 months from the date of allotment – Nil.
Summary
Latest details for UTI Credit Risk Fund (Segregated - Altico) Growth include a ₹ NAV as of Mar 10,2022 and returns since inception of --%. Minimum investments start at SIP ₹0. The UTI Credit Risk Fund (Segregated - Altico) Growth AUM is ₹31 Cr, with a lock-in of N/A years, expense ratio of 1.6%, and benchmark Crisil Short-Term Bond Fund Index. Exit load is - Redemptions / switch out within 12 months from the date of allotment: Upto 10% of the allotted units – Nil. Beyond 10% of the allotted units – 1.00%Redemptions / switch out after within 12 months from the date of allotment – Nil.. In the growth review for 1M Month/Year, the fund recorded 259.68% returns, against a category average of -2.14% and a category best of 298.36%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 259.68 | -2.14 | 298.36 |
| 6M | 190.65 | 0.70 | 316.37 |
| 1Y | 190.65 | 4.48 | 340.03 |
| 3Y | 0.00 | 13.12 | 77.02 |
Portfolio Analysis
- Equity:
- Debt: 100.00%
- Others
As on: 2021-05-15
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About Fund
UTI Credit Risk Fund (Segregated - Altico) Growth managed by UTI Mutual Fund,is a Credit Riskscheme with Assets Under Management of ₹31 Crore. The fund benchmarks its performance against the Crisil Short-Term Bond Fund Index while maintaining an expense ratio of 1.6. Under the expert guidance of Ritesh Nambiar ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundAditya Birla Sun Life Credit Risk Fund - Segregated Portfolio 1 Growth | 0 | 0 CR | 1.67 |
| This FundUTI Credit Risk Fund (Segregated - Altico) Growth | 0 | 30.86 CR | 1.6 |
| This FundAditya Birla Sun Life Credit Risk Fund Growth | 4 | 1177.74 CR | 1.66 |
| This FundDSP Credit Risk Fund Growth | 3 | 230.08 CR | 1.22 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAditya Birla Sun Life Credit Risk Fund - Segregated Portfolio 1 Growth | -59.0201 | 0 |
| This FundUTI Credit Risk Fund (Segregated - Altico) Growth | 190.6506 | 0 |
| This FundAditya Birla Sun Life Credit Risk Fund Growth | 12.3344 | 39.9498 |
| This FundDSP Credit Risk Fund Growth | 4.5737 | 46.9835 |
FAQs
UTI Credit Risk Fund (Segregated - Altico) Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of UTI Credit Risk Fund (Segregated - Altico) Growth is 1.6. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
UTI Credit Risk Fund (Segregated - Altico) Growth’s fund performance is as follows:
- 1 Month : 259.68%
- 6 Months : 190.65%
- 1 Year : 190.65%
- 3 Years : 0.00%
You can invest in UTI Credit Risk Fund (Segregated - Altico) Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of UTI Credit Risk Fund (Segregated - Altico) Growth is ₹31 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in UTI Credit Risk Fund (Segregated - Altico) Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500