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UTI Credit Risk Fund ( Segregated - 17022020 ) - Direct Plan - Flexi IDCW

UTI · Corporate Bond
Moderate
₹1.70
Current NAV
31 Jan 2022
339.1%
1Y Return
9.6%
3Y CAGR
17.6%
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 0.46%.
  • Very large asset base (AUM: ₹22,110 Cr) indicating high investor trust and liquidity.
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
0.56
Sharpe Ratio
1.06
Beta
-1.94
Alpha
0.65
Sortino
Fund Details
Fund House UTI
Category Corporate Bond
AUM ₹22110 Cr
Expense Ratio 0.46%
Min SIP ₹500
Min Lumpsum ₹1000
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