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

UTI · Corporate Bond
Moderate
₹0.00
Current NAV
14 Jul 2020
15.1%
1Y Return
19.1%
3Y CAGR
16.1%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.81%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.51).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.51).
  • Very large asset base (AUM: ₹13,060 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
1.51
Sharpe Ratio
1.11
Beta
4.51
Alpha
1.83
Sortino
Fund Details
Fund House UTI
Category Corporate Bond
AUM ₹13060 Cr
Expense Ratio 0.81%
Min SIP ₹500
Min Lumpsum ₹1000
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