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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 1.86% and a category best of 298.36%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 259.68 | 1.86 | 298.36 |
| 6M | 190.65 | 1.89 | 316.37 |
| 1Y | 190.65 | 6.18 | 340.03 |
| 3Y | 0.00 | 15.71 | 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.
Fund Managers
Ritesh Nambiar
Mr. Ritesh Nambiar is an MMS (Finance), CFA and FRM holder. Prior to joining UTI AMC in March 2008, he was a Fixed Income Analyst with CRISIL Research (January 2007 - March 2008) and a Fixed Income Trader with Eurex, LIFFE and CBOE Desk )(May 2005 - October 2006).
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundNippon India Credit Risk Fund - Segregated Portfolio 1 - Institutional Plan Growth | 0 | 0 CR | |
| This FundUTI Credit Risk Fund (Segregated - Altico) Growth | 0 | 30.86 CR | 1.6 |
| This FundAditya Birla Sun Life Credit Risk Fund Growth | 4 | 1197.37 CR | 1.66 |
| This FundDSP Credit Risk Fund Growth | 0 | 227.03 CR | 1.23 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundNippon India Credit Risk Fund - Segregated Portfolio 1 - Institutional Plan Growth | 294.9863 | 0 |
| This FundUTI Credit Risk Fund (Segregated - Altico) Growth | 190.6506 | 0 |
| This FundAditya Birla Sun Life Credit Risk Fund Growth | 12.4881 | 40.4663 |
| This FundDSP Credit Risk Fund Growth | 10.8477 | 55.9946 |
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