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

Asset Allocation

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

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 NamePlan TypeExpense Ratio1yr Returns
Direct0.81%-1.78%
Direct0.81%-1.78%
Direct0.81%-1.78%
Direct0.81%-1.78%
Direct0.81%-1.78%
Direct0.81%-1.75%
Direct0.81%-1.78%
Direct0.81%-1.78%
Direct0.81%-1.78%
Direct0.81%-1.75%
Regular1.62%-2.58%
Regular1.62%-2.58%
Regular1.62%-2.58%
Regular1.62%-2.58%
Regular1.62%-2.58%
Regular1.62%-2.58%
Regular1.62%-2.58%
Regular1.62%-2.58%
Regular1.62%-2.58%
Regular1.62%-2.58%

Peer Funds

UTI Credit Risk Fund Annual Payout Inc Dist cum...

NAV

₹8.1127

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields
    warning

    Fund is in Top 50 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity
    success

    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
Ritesh Nambiar

leader

Work Experience
"null"

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Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs. Performance and returns of any investment portfolio can neither be predicted nor guaranteed.

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