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UTI Credit Risk Fund - Regular Plan - Annual IDCW

UTI · Corporate Bond
Moderate
₹12.08
Current NAV
25 Jun 2026
14.1%
1Y Return
13.1%
3Y CAGR
15.1%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Very large asset base (AUM: ₹12,460 Cr) indicating high investor trust and liquidity.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Corporate Bond mandate.
Cons / Risks
  • Higher expense ratio (2.01%) which can affect compounding over long horizons.
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
0.91
Sharpe Ratio
0.81
Beta
1.41
Alpha
1.10
Sortino
Fund Details
Fund House UTI
Category Corporate Bond
AUM ₹12460 Cr
Expense Ratio 2.01%
Min SIP ₹500
Min Lumpsum ₹1000
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