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UTI - Credit Risk Fund (Segregated - 13092019) - Regular Plan - Annual Dividend Option

UTI · Corporate Bond
Moderate
₹0.00
Current NAV
10 Mar 2022
25.4%
1Y Return
22.4%
3Y CAGR
15.4%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.84).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.34).
  • Very large asset base (AUM: ₹10,390 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
1.84
Sharpe Ratio
0.54
Beta
4.34
Alpha
2.28
Sortino
Fund Details
Fund House UTI
Category Corporate Bond
AUM ₹10390 Cr
Expense Ratio 1.74%
Min SIP ₹500
Min Lumpsum ₹1000
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