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

UTI · Corporate Bond
Moderate
₹0.00
Current NAV
14 Jul 2020
23.4%
1Y Return
9.4%
3Y CAGR
13.4%
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: 5.54).
  • Well-diversified portfolio aligned with the Corporate Bond mandate.
Cons / Risks
  • Higher expense ratio (2.14%) which can affect compounding over long horizons.
  • 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
0.54
Sharpe Ratio
1.34
Beta
5.54
Alpha
0.62
Sortino
Fund Details
Fund House UTI
Category Corporate Bond
AUM ₹5090 Cr
Expense Ratio 2.14%
Min SIP ₹500
Min Lumpsum ₹1000
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