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

UTI · Corporate Bond
Moderate
₹1.71
Current NAV
31 Jan 2022
23.3%
1Y Return
13.3%
3Y CAGR
13.3%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Generates significant excess returns relative to benchmark index (Alpha: 5.93).
  • Very large asset base (AUM: ₹14,980 Cr) indicating high investor trust and liquidity.
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
0.93
Sharpe Ratio
0.53
Beta
5.93
Alpha
1.14
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Fund Details
Fund House UTI
Category Corporate Bond
AUM ₹14980 Cr
Expense Ratio 1.73%
Min SIP ₹500
Min Lumpsum ₹1000
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