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

UTI · Corporate Bond
Moderate
₹0.00
Current NAV
14 Jul 2020
13.9%
1Y Return
10.9%
3Y CAGR
14.9%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Very large asset base (AUM: ₹12,240 Cr) indicating high investor trust and liquidity.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Corporate Bond mandate.
Cons / Risks
  • Higher expense ratio (1.99%) 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
0.69
Sharpe Ratio
1.19
Beta
-1.81
Alpha
0.89
Sortino
Fund Details
Fund House UTI
Category Corporate Bond
AUM ₹12240 Cr
Expense Ratio 1.99%
Min SIP ₹500
Min Lumpsum ₹1000
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