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UTI Dynamic Bond Fund ( Segregated - 17022020 ) - Regular Plan - Annual IDCW

UTI · Dynamic Bond
Moderate
₹0.70
Current NAV
27 Jan 2022
334.4%
1Y Return
10.0%
3Y CAGR
19.0%
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: 4.60).
  • Very large asset base (AUM: ₹19,150 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • 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
0.60
Sharpe Ratio
0.80
Beta
4.60
Alpha
0.72
Sortino
Fund Details
Fund House UTI
Category Dynamic Bond
AUM ₹19150 Cr
Expense Ratio 1.60%
Min SIP ₹500
Min Lumpsum ₹1000
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