NRI from all over the world (including U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹9.87
0.35%
NAV as on 20 Jan 25, 12:00 AM
moderately high risk
credit risk
debt
NAV as on 20 Jan 25, 12:00 AM
moderately high risk
credit risk
debt
7.93%p.a.
Last 1Y
6.12%p.a.
Last 3Y
0.95%p.a.
Last 5Y
2.03%p.a.
Since Inception
About UTI Credit Risk Fund Plan Monthly Reinvestment Inc Dist cum Cap Wdrl for NRIs
NRIs can achieve long-term capital appreciation by investing in the UTI Credit Risk Fund Plan Monthly Reinvestment Inc Dist cum Cap Wdrl scheme from UTI Asset Management Co Ltd. It is a Credit Risk mutual fund scheme that predominantly invests in Credit Risk stocks of companies. Launched on Nov 2014, UTI Credit Risk Fund Plan Monthly Reinvestment Inc Dist cum Cap Wdrl is Credit Risk fund of its category with 313.43 Cr fund under management as on Jan 2025. The expense ratio of this fund is less than that of most other Fund category Credit Risk funds.
- UTI Credit Risk Fund Plan Monthly Reinvestment Inc Dist cum Cap Wdrl delivered 7.9% annual returns during the last year. It has delivered 2.0% average annual returns since the fund was launched.
- UTI Credit Risk Fund Plan Monthly Reinvestment Inc Dist cum Cap Wdrl scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in debt
Fund Objective
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.
Top 10 Holdings
7.1% Govt Stock 2034
9.95%
Piramal Capital & Housing Finance Limited
7.66%
Century Textiles And Industried Limited
7.65%
Aadhar Housing Finance Ltd.
6.44%
TATA Projects Limited
6.38%
Godrej Industries Limited
6.35%
TVS Credit Services Limited
4.83%
Nirma Limited
4.79%
G R Infraprojects Limited
4.78%
7.18% Govt Stock 2033
4.42%
Fund Managers
- Ritesh Nambiar (Nov 2012 - Present)
Key Information
View Scheme Document
UTI Credit Risk Fund Plan Monthly Reinvestment Inc Dist cum Cap Wdrl SIP Calculator
If invested
per month
For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on UTI Credit Risk Fund Plan Monthly Reinvestment Inc Dist cum Cap Wdrl
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in UTI Credit Risk Fund Plan Monthly Reinvestment Inc Dist cum Cap Wdrl?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in UTI Credit Risk Fund Plan Monthly Reinvestment Inc Dist cum Cap Wdrl
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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