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

UTI · Corporate Bond
Moderate
₹1.61
Current NAV
31 Jan 2022
20.4%
1Y Return
18.4%
3Y CAGR
21.4%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.44).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.44).
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
1.44
Sharpe Ratio
1.04
Beta
6.44
Alpha
1.64
Sortino
Fund Details
Fund House UTI
Category Corporate Bond
AUM ₹990 Cr
Expense Ratio 1.44%
Min SIP ₹500
Min Lumpsum ₹1000
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