UTI Credit Risk Fund
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1–3 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation0.9%
Sharpe Ratio2.12
Beta0.95
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Top Stock Holdings
CompanySectorAllocation
Net Current AssetsUtilities12.98%
7.1% Govt Stock 2034Utilities11.49%
Piramal Finance LimitedUtilities7.63%
Aadhar Housing Finance LimitedUtilities7.34%
TATA Projects LimitedUtilities7.31%
Vedanta LimitedUtilities7.30%
Aditya Birla Real Estate LimitedUtilities6.89%
Avanse Financial Services LimitedUtilities5.25%
7.18% Govt Stock 2033Utilities5.10%
Eris Lifesciences LimitedUtilities4.22%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.65%
Exit Load1
Regulatory & Tax Information
INF789F01QZ1
ISINDailyDealing Frequency
CRISIL Short Term Bond TR INRBenchmark
Capital Gain Tax | Taxed as per Income Tax Slab
Tax Implications (India)