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UTI Corporate Bond Fund - Regular Plan - Flexi IDCW

UTI · Corporate Bond
Moderate
₹15.24
Current NAV
25 Jun 2026
19.5%
1Y Return
23.5%
3Y CAGR
20.5%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.95).
  • Well-diversified portfolio aligned with the Corporate Bond mandate.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.95
Sharpe Ratio
0.95
Beta
-2.05
Alpha
2.63
Sortino
Fund Details
Fund House UTI
Category Corporate Bond
AUM ₹3500 Cr
Expense Ratio 1.35%
Min SIP ₹500
Min Lumpsum ₹1000
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