INDProtect
Overview (as on 09 Apr 2021)
NAV
₹8.1127
1y returns
-1.78%
Fund AUM
₹321 Cr
Expense Ratio
0.81%
Min SIP
₹500
Min Lumpsum
₹20,000
Fund Performance
Calculator
Monthly SIP
Lumpsum
I would like to invest
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
6.61% projected returns
₹0
8.85% projected returns
₹0
7.99% projected returns
₹0
8.03% projected returns
₹0
8.15% projected returns
₹0
8.50% projected returns
Asset Allocation
Debt & Cash (100.00%)
Sector Allocation
Corporate
59.77%
Government
23.57%
Cash Equivalent
16.65%
Debt Credit Ratings
AA
44.24%
AAA
39.57%
A
16.19%
Key Metrics
Modified Duration
1.59 yr
Average Maturity
1.8 yr
Yield to Maturity
8.61%
Holdings
All
Equity
Debt & Cash
Holding Name
Type
Holding Percentage
INDProtect
Fund Details
Investment Objectives
"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."
Scheme Name
UTI Credit Risk Fund Annual Payout Inc Dist cum Cap Wdrl Direct
Scheme Document
Exit Load
For 0 - 12 Months: 1%
After 12 Months : 0%
Plan Started
12 August, 2015
Fund Manager
Ritesh Nambiar
Fund House Details
Fund House
UTI Asset Management Co Ltd
Email
NA
Phone
+912266786503;66786578
Address
PMS Division, UTI - Tower, “Gn” Block, Bandra Kurla Complex, Mumbai- 400051
Other Related Plans
| Fund Name | Plan Type | Expense Ratio | 1yr Returns |
|---|---|---|---|
| Direct | 0.81% | -1.78% | |
| Direct | 0.81% | -1.78% | |
| Direct | 0.81% | -1.78% | |
| Direct | 0.81% | -1.78% | |
| Direct | 0.81% | -1.78% | |
| Direct | 0.81% | -1.75% | |
| Direct | 0.81% | -1.78% | |
| Direct | 0.81% | -1.78% | |
| Direct | 0.81% | -1.78% | |
| Direct | 0.81% | -1.75% | |
| Regular | 1.62% | -2.58% | |
| Regular | 1.62% | -2.58% | |
| Regular | 1.62% | -2.58% | |
| Regular | 1.62% | -2.58% | |
| Regular | 1.62% | -2.58% | |
| Regular | 1.62% | -2.58% | |
| Regular | 1.62% | -2.58% | |
| Regular | 1.62% | -2.58% | |
| Regular | 1.62% | -2.58% | |
| Regular | 1.62% | -2.58% |
Peer Funds
UTI Credit Risk Fund Annual Payout Inc Dist cum...
NAV
₹8.1127
INDmoney Analysis
Return Score
Below Average
Risk Score
Average
Credit Quality
High
Interest Rate Sensitivity
Medium
Fund is in Bottom 50 percent in its Category
Return score is based upon:
Benchmark out performance
Consistency of returns
Indicative yields
Fund is in Top 50 percent in its Category
Risk score is based upon:
Market sensitivity
Credit risk
Underlying maturity
Fund has high quality bonds and commercial papers
Credit Quality is based upon:
Long term credit rating
Credit rating outlook
Probability of default
Based on credit rating and modified duration of underlying instruments
Fund Manager
Ritesh Nambiar
leader
Work Experience
"null"
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