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UTI Credit Risk Fund - Regular Plan - Flexi IDCW

UTI · Corporate Bond
Moderate
₹11.75
Current NAV
25 Jun 2026
12.8%
1Y Return
14.8%
3Y CAGR
13.8%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 4.08).
  • 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 (1.88%) 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
1.08
Sharpe Ratio
0.68
Beta
4.08
Alpha
1.49
Sortino
Fund Details
Fund House UTI
Category Corporate Bond
AUM ₹5630 Cr
Expense Ratio 1.88%
Min SIP ₹500
Min Lumpsum ₹1000
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