UTI Credit Risk Fund : Generate relatively superior risk adjusted returns…! - MYREALITY.In, Real Estate, Share Market, Mutual Fund, Insurance
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Thursday, January 10, 2019

UTI Credit Risk Fund : Generate relatively superior risk adjusted returns…!


UTI Credit Risk Fund : Generate relatively superior risk adjusted returns…!

UTI Credit Risk Fund attempts to provide reasonable income by investing in high income accruing securities, along with the possibility of capital appreciation through active portfolio management to gain from change in credit/interest spreads. The fund has a high income accrual portfolio with maturity between 2 to 4 years which has an ability to generate relatively superior risk adjusted returns.

Mr. Ritesh Nambiar, Fund Manager, UTI AMC said, “RBI appointed a new governor who is perceived to have a dovish interest rate outlook. This coupled with lowering of crude oil prices have softened the yields. However, the sustainability of downward trajectory would be dependent on various factors viz. crude oil price movement, inflation prints, outcome of election etc. We believe there would be populist measures in coming months which might have an impact on the fiscal. Whether the government is able to stick to the path of fiscal prudence or not would be key in driving the yields in near term. We expect shallow rate cuts by RBI but it would not be start of an easing cycle. In such an environment, we believe funds having a combination of higher income accrual and short to medium term duration like UTI Credit Risk Fund would provide a good investment opportunity for the investors”.

This fund can form part of an investor’s strategic debt allocation to build a balanced portfolio. The fund has outperformed the benchmark, CRISIL Composite Bond Fund Index across time horizons. The fund has generated a return of 8.46% against benchmark returns of 8.30% since inception (as December 31, 2018)      





UTI Credit Risk Fund : Generate relatively superior risk adjusted returns…! Reviewed by S. Chitra on January 10, 2019 Rating: 5 UTI Credit Risk Fund : Generate relatively superior risk adjusted returns…! UTI Credit Risk Fund attempts to provide reasonable income...

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