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UTI - Credit Risk Fund (Segregated - 17022020) - Regular Plan - Growth Option

UTI · Corporate Bond
Moderate
₹2.40
Current NAV
31 Jan 2022
24.9%
1Y Return
14.9%
3Y CAGR
14.9%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Very large asset base (AUM: ₹20,640 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
1.09
Sharpe Ratio
1.29
Beta
-2.91
Alpha
1.52
Sortino
Fund Details
Fund House UTI
Category Corporate Bond
AUM ₹20640 Cr
Expense Ratio 1.29%
Min SIP ₹500
Min Lumpsum ₹1000
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