Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week+0.01%
1 Month-0.47%
3 Months+0.30%
6 Months+1.62%
1 Year+5.55%
3 Years (CAGR)+7.04%
5 Years (CAGR)+5.90%
10 Years (CAGR)—
Since Inception (Aug 2018)+7.12%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+3.82%
3 Year SIP+6.53%
5 Year SIP+6.38%
Since Inception (Aug 2018)+6.51%
Fund Details
Fund HouseUTI Mutual Fund
CategoryCorporate Bond
Plan Typeregular
Optiongrowth
AUM₹5,532 Cr
Expense Ratio0.58%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date09 Aug 2018
AMFI Code144345
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
UTI Corporate Bond Fund - Regular Plan - Growth Option by UTI Mutual Fund is a Corporate Bond fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Corporate Bond category.
About This Fund
UTI Corporate Bond Fund - Regular Plan - Growth Option is a Corporate Bond mutual fund offered by UTI Mutual Fund. The fund has been operational for over 7 years. It manages assets worth ₹5,532 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 0.58%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations