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UTI Mutual Fund

UTI - Credit Risk Fund.

UTI Mutual Fund · Direct plan · Growth

3-year returns
7.8%
a year
NAV
₹20.88
▲ 0.03% · 18 Sept 2026
Fund size
₹249 Cr
Expense ratio
1.04%
a year
Minimum SIP
₹500

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹18.32 and has returned 7.02% a year over 3 years.

Returns, and where it stands

Against the average credit risk fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year6.6%8.9%behind11 of 13
3 years7.8%9.9%behind12 of 13
5 years10.2%8.6%ahead3 of 12
10 years3.5%6.9%behind10 of 11
Every period, and the Regular plan →
PeriodDirectRegular
1 month0.2%0.1%
3 months1.7%1.5%
6 months3.4%3%
1 year6.6%5.9%
2 yearsp.a.7.4%6.7%
3 yearsp.a.7.8%7%
5 yearsp.a.10.2%9.4%
7 yearsp.a.3.2%2.4%
10 yearsp.a.3.5%2.6%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Sept 2016.

Plan

NAV history

▲ 6.61% in the last 1Y

19.620.220.918 Sept 202520 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,80,000
Gain
₹21,445
XIRR (per year)
7.47%
Value today
₹2,01,445

36 monthly instalments from 22 Sept 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
0.9% a year
1.6% less than the category average — the steadier side
Worst fall so far
−34.4%
Jun 2019 to Aug 2020, against −10.2% for the category.
Years that made money
80%
Of every one-year stretch it has been through.
Over any three years
-9.8% to 12.1%
A year, at worst and at best. Typically 2%.

Fund details

Minimum lumpsum
₹500
Minimum top-up
₹500
Lock-in
None
Plan started
1 Jan 2013
Expense ratio
1.04%
as of 31 Jul 2026

Managed by Anurag Mittal

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

UTI - Credit Risk Fund. against other funds in the Credit Risk Fund category
Fund1Y3Y5YExpenseFund size
DSP Credit Risk Fund11.18%16.79%13.36%0.46%₹310 Cr
Aditya Birla Sun Life Credit Risk Fund12.56%13.09%10.88%0.67%₹1,600 Cr
HSBC Credit Risk Fund6.56%11.73%0.97%₹457 Cr
Bank of India Credit Risk Fund17.89%10.09%8.96%0.51%₹69 Cr
Invesco India Credit Risk Fund7.87%9.56%8.39%0.24%₹167 Cr
ICICI Prudential Credit Risk Fund8.26%9.11%8.02%0.77%₹6,333 Cr
UTI - Credit Risk Fund.6.61%7.75%10.16%1.04%₹249 Cr

About UTI - Credit Risk Fund.

UTI - Credit Risk Fund. is a credit risk fund managed by UTI Mutual Fund. Invest at least 65% in corporate bonds rated below the highest grade, aiming for higher interest in exchange for higher default risk.

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.

The scheme's stated objective, as published by UTI Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

Gains on debt fund units bought on or after 1 April 2023 are added to your income and taxed at your slab rate, however long you hold them. Units bought before that date follow the older long-term rules.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹20.8762120764
DirectAnnual IDCW₹13.2447135290
DirectDiscontinued Flexi IDCW₹13.2488136302
DirectDiscontinued Quarterly IDCW₹14.7313120765
DirectHalf yearly IDCW₹13.2983135418
DirectMonthly IDCW₹11.2921131419
RegularGrowth₹18.3226117981
RegularAnnual IDCW₹12.2263133344
RegularDiscontinued Flexi IDCW₹11.8943135051
RegularDiscontinued Quarterly IDCW₹13.0148117982
RegularHalf yearly IDCW₹12.291135419
RegularMonthly IDCW₹11.0029131418

Frequently asked questions

What is the NAV of UTI - Credit Risk Fund. today?

The NAV of UTI - Credit Risk Fund. (Direct plan, Growth) is ₹20.8762 and the Regular plan NAV is ₹18.3226, as of 18 Sept 2026.

What returns has UTI - Credit Risk Fund. given?

Over the last year the Direct plan returned 6.61%, and 7.75% a year over 3 years and 10.16% a year over 5 years. That places it 12 of 13 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of UTI - Credit Risk Fund.?

The Direct plan charges 1.04% a year, as disclosed on 31 Jul 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in UTI - Credit Risk Fund.?

You can start a monthly SIP with ₹500, or invest a lump sum of ₹500 or more.

How much has UTI - Credit Risk Fund. fallen in the past?

Its deepest fall was 34.4% from 3 Jun 2019 to 27 Aug 2020. Of every one-year stretch in its history, 80% ended in a gain.

Which category does UTI - Credit Risk Fund. belong to?

It is a Credit Risk Fund from UTI Mutual Fund. Invest at least 65% in corporate bonds rated below the highest grade, aiming for higher interest in exchange for higher default risk.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from UTI - Credit Risk Fund. taxed?

Gains on debt fund units bought on or after 1 April 2023 are added to your income and taxed at your slab rate, however long you hold them. Units bought before that date follow the older long-term rules.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.