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UTI - Credit Risk Fund (Segregated - 07072020) - Direct Plan - Monthly Dividend Option

UTI · Corporate Bond
Moderate
₹0.00
Current NAV
14 Jul 2020
10.6%
1Y Return
20.6%
3Y CAGR
11.6%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.66%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.66).
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
1.66
Sharpe Ratio
0.66
Beta
-0.34
Alpha
2.26
Sortino
Fund Details
Fund House UTI
Category Corporate Bond
AUM ₹6710 Cr
Expense Ratio 0.66%
Min SIP ₹500
Min Lumpsum ₹1000
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