Home› Funds› UTI - Credit Risk Fund (Segregated - 07072020) - R

UTI - Credit Risk Fund (Segregated - 07072020) - Regular Plan - Annual Dividend Option

UTI · Corporate Bond
Moderate
₹0.00
Current NAV
14 Jul 2020
14.1%
1Y Return
11.1%
3Y CAGR
15.1%
5Y CAGR
Add to Watchlist
Analysis & Suitability
Pros / Upsides
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Corporate Bond mandate.
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
0.71
Sharpe Ratio
0.61
Beta
1.21
Alpha
0.93
Sortino
Fund Details
Fund House UTI
Category Corporate Bond
AUM ₹6760 Cr
Expense Ratio 1.41%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Corporate Bond
HDFC Corporate Bond Fund - IDCW Option
HDFC
₹20.72 31.9%
DSP Credit Risk Fund - Direct Plan - IDCW
DSP
₹12.60 31.9%
DSP Credit Risk Fund - Regular Plan - IDCW - Quarterly
DSP
₹12.22 31.9%
DSP Corporate Bond Fund - Direct - IDCW - Quarterly
DSP
₹11.55 31.8%