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UTI Corporate Bond Fund - Regular Plan - Half-Yearly IDCW

UTI · Corporate Bond
Moderate
₹14.68
Current NAV
23 Oct 2026
3.7%
1Y Return
6.7%
3Y CAGR
5.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.26).
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Corporate Bond mandate.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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
1.26
Sharpe Ratio
1.16
Beta
-0.24
Alpha
1.59
Sortino
Fund Details
Fund House UTI
Category Corporate Bond
AUM ₹310 Cr
Expense Ratio 1.56%
Min SIP ₹500
Min Lumpsum ₹1000
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