₹11.04 0.0044%
02-05-20246.41%
Min. SIP ₹500
Min. Investment ₹20000
| Allocation | |
|---|---|
| Others | 91.2 |
Financial
Consumer Staples
Construction
Sovereign
Metals & Mining
Automobile
Communication
Services
Energy
Others
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| 7.18% GOI 14/08/2033 | Sovereign | 6.82% | 0% | ||
| 6.75% Piramal Capital & Housing Finance Ltd. 26/09/2031 | Financial | 6.49% | 0% | ||
| 9.81% Tata Motors Ltd. 20/08/2024 | Automobile | 6.19% | 0% | ||
| 7.4% Summit Digitel Infrastructure Pvt. Ltd. 28/09/2028 | Communication | 6.02% | 0% | ||
| 6.65% Kirloskar Ferrous Industries Ltd. 10/03/2025 | Metals & Mining | 5.66% | 0% | ||
| 6.65% Tata Projects Ltd. 18/12/2024 | Construction | 4.86% | 0% | ||
| 5.8% Aditya Birla Fashion and Retail Ltd. 09/09/2024 | Services | 4.85% | 0% | ||
| TMF Holdings Ltd.% 14/10/2024 | Financial | 4.29% | 0% | ||
| 9.4% TVS Credit Services Ltd. 10/06/2026 | Financial | 3.72% | 0% | ||
| 8.53% PNB Housing Finance Ltd. 29/12/2024 | Financial | 3.7% | 0% | ||
| 6.68% Godrej Industries Ltd. 26/04/2024 | Consumer Staples | 3.69% | 0% | ||
| 6.7% GR Infraprojects Ltd. 27/12/2024 | Construction | 3.64% | 0% | ||
| 8.1% Century Textiles & Industries Ltd. 25/04/2026 | Consumer Staples | 3.42% | 0% | ||
| 9% Steel Authority Of India Ltd. 14/10/2024 | Metals & Mining | 3.09% | 0% | ||
| 8.4% Nirma Ltd. 07/04/2026 | Consumer Staples | 2.46% | 0% | ||
| 9.41% 360 ONE Wealth Ltd. 18/01/2026 | Financial | 2.46% | 0% | ||
| 7.99% Tata Power Company Ltd. 15/11/2024 | Energy | 2.46% | 0% | ||
| 7.17% Godrej Industries Ltd. 14/05/2025 | Consumer Staples | 2.43% | 0% | ||
| 7.11% Small Industries Devp. Bank of India Ltd. 27/02/2026 | Financial | 2.43% | 0% | ||
| 6.9% Aadhar Housing Finance Ltd. 29/10/2024 | Financial | 2.43% | 0% | ||
| 9.5% Motilal Oswal Finevest Ltd. 12/09/2025 | Financial | 2.09% | 0% | ||
| Motilal Oswal Finevest Ltd.% 271-D 18/03/2024 | Financial | 1.96% | 0% | ||
| 7.1% GOI 18/04/2029 | Sovereign | 1.48% | 0% | ||
| 9.3% Avanse Financial Services Ltd. 07/05/2024 | Financial | 1.23% | 0% | ||
| 7.78% Rajasthan State 29/03/2033 | Others | 1.01% | 0% | ||
| 8.43% Tata Projects Ltd. 06/02/2026 | Construction | 0.99% | 0% | ||
| 7.79% Uttar Pradesh State 29/03/2033 | Others | 0.55% | 0% | ||
| 6.54% GOI 17/01/2032 | Sovereign | 0.48% | 0% | ||
| 7.26% GOI 22/08/2032 | Sovereign | 0.25% | 0% | ||
| Clearing Corporation of India | Others | 0.05% | 0% |
| Allocation | |
|---|---|
| Others | 8.52 |
Others
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | 8.52% | 0% |
Frequently Asked Questions’s
What is Market cap allocation in the portfolio?
In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.
What is sector allocation in the portfolio?
The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.
Top 5 holdings for UTI Credit Risk Fund?
The top holdings of this fund are 7.18% GOI 14/08/2033, 6.75% Piramal Capital & Housing Finance Ltd. 26/09/2031, 9.81% Tata Motors Ltd. 20/08/2024, 7.4% Summit Digitel Infrastructure Pvt. Ltd. 28/09/2028, 6.65% Kirloskar Ferrous Industries Ltd. 10/03/2025
Top 5 Sector for UTI Credit Risk Fund?
The major sectors of this fund are Financial, Consumer Staples, Construction, Sovereign, Metals & Mining.
How do I create a good mutual fund portfolio?
Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.
What is the ideal number of funds to have in a portfolio?
There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.
How to maintain a good portfolio?
Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.
How does risk tolerance play a role in determining portfolio allocation?
Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.
