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

UTI · Corporate Bond
Moderate
₹1.44
Current NAV
31 Jan 2022
330.6%
1Y Return
10.2%
3Y CAGR
14.2%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Generates significant excess returns relative to benchmark index (Alpha: 4.12).
  • Well-diversified portfolio aligned with the Corporate Bond mandate.
Cons / Risks
  • Higher expense ratio (1.92%) which can affect compounding over long horizons.
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.62
Sharpe Ratio
1.12
Beta
4.12
Alpha
0.76
Sortino
Fund Details
Fund House UTI
Category Corporate Bond
AUM ₹4670 Cr
Expense Ratio 1.92%
Min SIP ₹500
Min Lumpsum ₹1000
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