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UTI Credit Risk Fund (Segregated - 06032020) - Direct Plan - Monthly Inc Dist cum Cap Wdrl

UTI Credit Risk Fund (Segregated - 06032020) - Direct Plan - Monthly Inc Dist cum Cap Wdrl

Get the latest NAV of UTI Credit Risk Fund (Segregated - 06032020) - Direct Plan - Monthly Inc Dist cum Cap Wdrl. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹10.00

NAV as on 09 May 2025

Absolute Gain%

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
UTI Credit Risk Fund (Segregated - 06032020) - Direct Plan - Monthly Inc Dist cum Cap Wdrl
-
0Cr
0%
-
-
-

UTI Credit Risk Fund (Segregated - 06032020) - Direct Plan - Monthly Inc Dist cum Cap Wdrl Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

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Total Investment

0

Profit


Total Corpus

0

Absolute Return

UTI Credit Risk Fund (Segregated - 06032020) - Direct Plan - Monthly Inc Dist cum Cap Wdrl Asset Allocation

See fund asset allocation details as on (15-Apr-25)

Fund Distribution

as on (15-Apr-25)

Debt & Cash 100%

UTI Credit Risk Fund (Segregated - 06032020) - Direct Plan - Monthly Inc Dist cum Cap Wdrl Sector Allocation

See fund sector allocation details as on (15-Apr-25)

Sector Allocation

Debt & Cash 100%

Cash Equivalent
100%

UTI Credit Risk Fund (Segregated - 06032020) - Direct Plan - Monthly Inc Dist cum Cap Wdrl Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio--
Benchmark
CRISIL Credit Risk Debt C-II TR INR
AUM₹0 Cr
Inception Date10 August, 2022
Min Lumpsum/SIP--/--
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
0%
STCGSelling mutual fund within 36 months, gains taxed at slab rates.
LTCGHolding over 3 years, gains taxed at slab rates without indexation.
Risk
Risk meter
pointer
Moderately High risk

About UTI Credit Risk Fund (Segregated - 06032020) - Direct Plan - Monthly Inc Dist cum Cap Wdrl

UTI Credit Risk Fund (Segregated - 06032020) - Direct Plan - Monthly Inc Dist cum Cap Wdrl is a debt fund. This fund was started on 10 August, 2022. The fund is managed by Ritesh Nambiar. This fund is suitable to keep your money safe.

Key Parameters

  1. UTI Credit Risk Fund (Segregated - 06032020) - Direct Plan - Monthly Inc Dist cum Cap Wdrl has ₹0 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
  2. The fund has an expense ratio 0.

Returns

UTI Credit Risk Fund (Segregated - 06032020) - Direct Plan - Monthly Inc Dist cum Cap Wdrl has given a CAGR return of 0.00% since inception.

Holdings

UTI Credit Risk Fund (Segregated - 06032020) - Direct Plan - Monthly Inc Dist cum Cap Wdrl has allocated its funds majorly in Cash Equivalent. Its top holdings are

Taxation

As it is a other bond mutual fund the taxation is as follows:
If the fund is debt oriented i.e. asset allocation of more than 65% in debt instruments:
Invested before 1 April 2023 and held for less than 24 months, STCG will be taxed at your income slab rate.
Invested before 1 April 2023 and held for more than 24 months, LTCG will be taxed at 12.5%.
Invested after 1 April 2023, capital gains will be taxed at your income slab rate.
Dividends will always be taxed at slab rate.

Investment objective of UTI Credit Risk Fund (Segregated - 06032020) - Direct Plan - Monthly Inc Dist cum Cap Wdrl

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.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 0.00 and for SIP is INR 0.00. UTI Credit Risk Fund (Segregated - 06032020) - Direct Plan - Monthly Inc Dist cum Cap Wdrl has no lock in period.

Fund Manager

Ritesh Nambiar

Fund Manager of UTI Credit Risk Fund (Segregated - 06032020) - Direct Plan - Monthly Inc Dist cum Cap Wdrl, since 10 August 2022

Learn more about UTI Mutual Fund
Parameters
Mar'25
Feb'25
Jan'25
AUM
₹ 0 Cr
₹ 0 Cr
₹ 0 Cr
  • AUM of the fund stands at 0 Cr as of Mar'25
  • AUM has remained same between Mar'25 and Feb'25

Frequently Asked Questions for UTI Credit Risk Fund (Segregated - 06032020) - Direct Plan - Monthly Inc Dist cum Cap Wdrl

What is the current NAV of UTI Credit Risk Fund (Segregated - 06032020) - Direct Plan - Monthly Inc Dist cum Cap Wdrl?

The current NAV of UTI Credit Risk Fund (Segregated - 06032020) - Direct Plan - Monthly Inc Dist cum Cap Wdrl is ₹10 as on 09-May-2025.

What are the average returns of UTI Credit Risk Fund (Segregated - 06032020) - Direct Plan - Monthly Inc Dist cum Cap Wdrl?

Existing (Absolute + CAGR) as on 09-May-2025.
UTI Credit Risk Fund (Segregated - 06032020) - Direct Plan - Monthly Inc Dist cum Cap Wdrl
Absolute Returns
CAGR Returns
1 Month Returns
0%
0%
6 Month Returns
0%
0%
1 Year Returns
0%
0%
3 Years Returns
0%
0%

How do I invest in UTI Credit Risk Fund (Segregated - 06032020) - Direct Plan - Monthly Inc Dist cum Cap Wdrl?

With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.

Who is the manager of UTI Credit Risk Fund (Segregated - 06032020) - Direct Plan - Monthly Inc Dist cum Cap Wdrl?

Ritesh Nambiar is the fund manager of UTI Credit Risk Fund (Segregated - 06032020) - Direct Plan - Monthly Inc Dist cum Cap Wdrl

What is the exit load of UTI Credit Risk Fund (Segregated - 06032020) - Direct Plan - Monthly Inc Dist cum Cap Wdrl?

The Exit load of UTI Credit Risk Fund (Segregated - 06032020) - Direct Plan - Monthly Inc Dist cum Cap Wdrl is 1%