Comprehensive analysis of UTI-Credit Risk Fund - Direct (IDCW-H) (28514) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
UTI Asset Management Company Ltd
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.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Good Returns
High Risk
Moderate Expenses
Debt Focused
Experienced Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Outperformance vs benchmark
Fund manager experience
Recent performance momentum
Fund management costs
Risk-adjusted returns
Historical performance consistency
Assets under management
Market exposure level
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Industry | % Assets |
|---|---|---|
| Net CA & Others | Debt Others | 13.46% |
| GSEC2034 | Govt. Securities | 11.47% |
| Aadhar Housing Finance Ltd | Finance - Housing - Large | 7.35% |
| ERIS Lifesciences Ltd | Pharmaceuticals - Indian - Formulations | 7.34% |
| Tata Projects | Debt Others | 7.32% |
| Vedanta Ltd | Metal - Others | 7.30% |
| Pirmal Finance | Debt Others | 7.12% |
| Aditya Birla Real Estate Ltd | Construction - Factories / Offices / Commercial | 6.89% |
| Avanse Fin. Ser. | Debt Others | 5.25% |
| GSEC2033 | Govt. Securities | 5.09% |
Compare against Credit Risk Fund category average
This comparison shows how the fund performs relative to the Credit Risk Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Credit Risk Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Invesco India Credit Risk Fund - Direct (Disc) | ₹2188.45 | 6.15% | 10.72% | 10.38% |
| Invesco India Credit Risk Fund - Direct (G) | ₹2172.24 | 6.15% | 10.72% | 10.39% |
| Invesco India Credit Risk Fund (G) | ₹1947.59 | 5.53% | 9.43% | 9.11% |
| Invesco India Credit Risk Fund (Discretionary) | ₹1946.99 | 5.53% | 9.43% | 9.11% |
| Invesco India Credit Risk Fund (IDCW-M) | ₹1430.35 | 5.53% | 9.43% | 9.11% |
| Invesco India Credit Risk Fund - Direct (IDCW-M) | ₹1179.85 | 6.11% | 9.80% | 9.99% |
| DSP Credit Risk Fund - Direct (G) | ₹54.64 | 12.83% | 22.81% | 15.44% |
| DSP Credit Risk Fund (G) | ₹49.99 | 12.40% | 21.88% | 14.54% |
| SBI Credit Risk Fund - Direct (G) | ₹49.91 | 4.84% | 8.89% | 8.66% |
| SBI Credit Risk Fund (G) | ₹46.16 | 4.49% | 8.18% | 7.96% |
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