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UTI Credit Risk Fund - Regular Plan - Quarterly IDCW

UTI · Corporate Bond
Moderate
₹12.86
Current NAV
25 Jun 2026
27.8%
1Y Return
12.8%
3Y CAGR
17.8%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Generates significant excess returns relative to benchmark index (Alpha: 2.38).
  • Very large asset base (AUM: ₹13,430 Cr) indicating high investor trust and liquidity.
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
0.88
Sharpe Ratio
1.38
Beta
2.38
Alpha
1.04
Sortino
Fund Details
Fund House UTI
Category Corporate Bond
AUM ₹13430 Cr
Expense Ratio 1.38%
Min SIP ₹500
Min Lumpsum ₹1000
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