UTI Credit Risk Fund  - Regular Plan - Growth Option UTI Credit Risk Fund  - Regular Plan - Growth Option

UTI Credit Risk Fund - Portfolio Analysis

  • ₹15.78 (0.0062%)

    Current NAV 16-07-2024

  • 6.66%

    1Y Returns

  • Min. SIP ₹500

    Min. Investment ₹500

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-May-2024)

Allocation of Equity and Debt Asset Classes.

  • Debt 92.18%
  • Others 7.55%

Market Cap Allocation Of Debt

Shows Distribution among Different Size Companies.

Category Allocation
Others 92.18

Sector Allocation of Debt

Weightage of Portfolio Among Different Sectors.

Financial

Consumer Staples

Sovereign

Construction

Automobile

Services

Metals & Mining

Others

Current Stocks Holdings of Debt

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
7.18% GOI 14/08/2033 Sovereign 15.14% 0%
6.75% Piramal Capital & Housing Finance Ltd. 26/09/2031 Financial 6.57% 0%
9.81% Tata Motors Ltd. 20/08/2024 Automobile 6.43% 0%
7.17% Godrej Industries Ltd. 14/05/2025 Consumer Staples 6.35% 0%
8.1% Century Textiles & Industries Ltd. 25/04/2026 Consumer Staples 6.15% 0%
6.65% Tata Projects Ltd. 18/12/2024 Construction 5.09% 0%
5.8% Aditya Birla Fashion and Retail Ltd. 09/09/2024 Services 5.09% 0%
TMF Holdings Ltd.% 14/10/2024 Financial 4.57% 0%
9.4% TVS Credit Services Ltd. 10/06/2026 Financial 3.89% 0%
8.53% PNB Housing Finance Ltd. 29/12/2024 Financial 3.86% 0%
8.3% Nirma Ltd. 24/02/2025 Consumer Staples 3.84% 0%
6.7% GR Infraprojects Ltd. 27/12/2024 Construction 3.81% 0%
9% Steel Authority Of India Ltd. 14/10/2024 Metals & Mining 3.21% 0%
9.41% 360 ONE Wealth Ltd. 18/01/2026 Financial 2.56% 0%
8.4% Nirma Ltd. 07/04/2026 Consumer Staples 2.56% 0%
6.9% Aadhar Housing Finance Ltd 29/10/2024 Financial 2.55% 0%
7.11% Small Industries Devp. Bank of India Ltd. 27/02/2026 Financial 2.54% 0%
9.5% Motilal Oswal Finevest Ltd. 12/09/2025 Financial 2.18% 0%
7.1% GOI 18/04/2029 Sovereign 1.54% 0%
7.78% Rajasthan State 29/03/2033 Others 1.05% 0%
8.43% Tata Projects Ltd. 06/02/2026 Construction 1.03% 0%
8.8% Steel Authority Of India Ltd. 26/10/2024 Metals & Mining 0.77% 0%
7.79% Uttar Pradesh State 29/03/2033 Others 0.58% 0%
6.54% GOI 17/01/2032 Sovereign 0.5% 0%
7.26% GOI 22/08/2032 Sovereign 0.26% 0%
Clearing Corporation of India Others 0.06% 0%

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Market Cap Allocation Of Others

Shows Distribution among Different Size Companies.

Category Allocation
Others 7.55

Sector Allocation of Others

Weightage of Portfolio Among Different Sectors.

Others

Current Stocks Holdings of Others

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 7.55% 0%

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Frequently Asked Questions

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.

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, 7.17% Godrej Industries Ltd. 14/05/2025, 8.1% Century Textiles & Industries Ltd. 25/04/2026

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.

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.

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 Sector for UTI Credit Risk Fund ?

The major sectors of this fund are Financial, Consumer Staples, Sovereign, Construction, Automobile.

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 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.

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