Home› Funds› UTI Credit Risk Fund ( Segregated - 17022020 ) - R

UTI Credit Risk Fund ( Segregated - 17022020 ) - Regular Plan - Annual IDCW

UTI · Corporate Bond
Moderate
₹1.60
Current NAV
31 Jan 2022
11.4%
1Y Return
21.4%
3Y CAGR
12.4%
5Y CAGR
Add to Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.74).
  • Well-diversified portfolio aligned with the Corporate Bond mandate.
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
1.74
Sharpe Ratio
1.34
Beta
-1.26
Alpha
1.98
Sortino
Fund Details
Fund House UTI
Category Corporate Bond
AUM ₹7290 Cr
Expense Ratio 1.74%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Corporate Bond
HDFC Corporate Bond Fund - IDCW Option
HDFC
₹20.72 31.9%
DSP Credit Risk Fund - Direct Plan - IDCW
DSP
₹12.60 31.9%
DSP Credit Risk Fund - Regular Plan - IDCW - Quarterly
DSP
₹12.22 31.9%
DSP Corporate Bond Fund - Direct - IDCW - Quarterly
DSP
₹11.55 31.8%