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

UTI · Corporate Bond
Moderate
₹0.00
Current NAV
10 Mar 2022
29.5%
1Y Return
17.5%
3Y CAGR
19.5%
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: 1.35).
  • Well-diversified portfolio aligned with the Corporate Bond mandate.
Cons / Risks
  • Higher expense ratio (2.15%) 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
1.35
Sharpe Ratio
0.95
Beta
-1.65
Alpha
1.82
Sortino
Fund Details
Fund House UTI
Category Corporate Bond
AUM ₹7900 Cr
Expense Ratio 2.15%
Min SIP ₹500
Min Lumpsum ₹1000
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