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UTI - Credit Risk Fund (Segregated - 13092019) - Direct Plan - Quarterly Dividend Option

UTI · Corporate Bond
Moderate
₹0.00
Current NAV
10 Mar 2022
11.4%
1Y Return
10.4%
3Y CAGR
12.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.54%.
  • 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
0.64
Sharpe Ratio
0.54
Beta
-2.86
Alpha
0.79
Sortino
Fund Details
Fund House UTI
Category Corporate Bond
AUM ₹4690 Cr
Expense Ratio 0.54%
Min SIP ₹500
Min Lumpsum ₹1000
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