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

UTI · Corporate Bond
Moderate
₹0.00
Current NAV
10 Mar 2022
16.8%
1Y Return
15.8%
3Y CAGR
17.8%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Generates significant excess returns relative to benchmark index (Alpha: 5.68).
  • Well-diversified portfolio aligned with the Corporate Bond mandate.
Cons / Risks
  • Higher expense ratio (1.88%) which can affect compounding over long horizons.
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
1.18
Sharpe Ratio
1.08
Beta
5.68
Alpha
1.39
Sortino
Fund Details
Fund House UTI
Category Corporate Bond
AUM ₹1730 Cr
Expense Ratio 1.88%
Min SIP ₹500
Min Lumpsum ₹1000
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