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

UTI · Corporate Bond
Moderate
₹1.71
Current NAV
31 Jan 2022
339.4%
1Y Return
12.7%
3Y CAGR
15.7%
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 0.47%.
  • Very large asset base (AUM: ₹14,920 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
0.87
Sharpe Ratio
1.07
Beta
-1.13
Alpha
1.02
Sortino
Fund Details
Fund House UTI
Category Corporate Bond
AUM ₹14920 Cr
Expense Ratio 0.47%
Min SIP ₹500
Min Lumpsum ₹1000
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