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UTI Credit Risk Fund - Regular Plan - Monthly IDCW

UTI · Corporate Bond
Moderate
₹11.05
Current NAV
05 Nov 2026
5.2%
1Y Return
7.0%
3Y CAGR
6.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.36).
  • Generates significant excess returns relative to benchmark index (Alpha: 3.36).
  • Very large asset base (AUM: ₹11,410 Cr) indicating high investor trust and liquidity.
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
1.36
Sharpe Ratio
1.56
Beta
3.36
Alpha
1.85
Sortino
Fund Details
Fund House UTI
Category Corporate Bond
AUM ₹11410 Cr
Expense Ratio 1.56%
Min SIP ₹500
Min Lumpsum ₹1000
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