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UTI - Credit Risk Fund (Segregated - 06032020) - Direct Plan - Flexi Dividend Option

UTI · Corporate Bond
Moderate
₹0.00
Current NAV
25 Jun 2026
27.0%
1Y Return
10.0%
3Y CAGR
17.0%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.8%.
  • Generates significant excess returns relative to benchmark index (Alpha: 3.10).
  • Very large asset base (AUM: ₹10,150 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.60
Sharpe Ratio
0.50
Beta
3.10
Alpha
0.72
Sortino
Fund Details
Fund House UTI
Category Corporate Bond
AUM ₹10150 Cr
Expense Ratio 0.80%
Min SIP ₹500
Min Lumpsum ₹1000
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