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

UTI · Corporate Bond
Moderate
₹1.56
Current NAV
31 Jan 2022
18.7%
1Y Return
12.7%
3Y CAGR
19.7%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 6.87).
  • Very large asset base (AUM: ₹19,920 Cr) indicating high investor trust and liquidity.
  • 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
0.87
Sharpe Ratio
1.07
Beta
6.87
Alpha
1.02
Sortino
Fund Details
Fund House UTI
Category Corporate Bond
AUM ₹19920 Cr
Expense Ratio 1.07%
Min SIP ₹500
Min Lumpsum ₹1000
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