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

UTI · Corporate Bond
Moderate
₹0.00
Current NAV
10 Mar 2022
24.2%
1Y Return
13.2%
3Y CAGR
14.2%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.82%.
  • Very large asset base (AUM: ₹17,470 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
0.92
Sharpe Ratio
0.82
Beta
-2.58
Alpha
1.12
Sortino
Fund Details
Fund House UTI
Category Corporate Bond
AUM ₹17470 Cr
Expense Ratio 0.82%
Min SIP ₹500
Min Lumpsum ₹1000
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