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Corporate BondModerate📊 Nifty Corporate Bond Index A-II

UTI Corporate Bond Fund · Regular · Growth

UTI Mutual Fund

#9 of 22 (1Y)

NAV

₹17.2383

as of 17 Jun 2026

Expense Ratio

0.58%

AUM

₹5,411 Cr

Viewing Regular · Growth
LowLow toModerateModerateModerately HighHighVery High
Riskometer
Moderate
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Lumpsum returns (CAGR)

1Y
+4.71%
3Y
+7.06%
5Y
+6.03%
Since Inception
+6.52%

SIP returns (XIRR)

1Y
+5.15%
3Y
+6.80%
5Y
+6.65%
Since Inception
+6.42%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹39,500

Invested

₹48,688

Value today

6.4%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

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1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹1,515

Value today

6.5%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹3,95,000

Withdrawn

₹10,28,455

Corpus left

+₹4,23,455 net gain — withdrew ₹3,95,000 AND corpus grew

Plan your SWP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹1,50,386

Value today

1.5×

Multiple

Staying invested through that crash turned ₹1L into ₹1,50,386 — a 1.5× return

Read: Staying invested through crashes

Risk Metrics

Trailing 1 year, annualised

0.40

Sharpe Ratio

Alpha

Beta

0.43

Sortino

1.26%

Std Dev

-0.66%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseUTI Mutual Fund
CategoryCorporate Bond
BenchmarkNifty Corporate Bond Index A-II
Launch Date09 Aug 2018
AMFI Code144345
Transaction facts
Min. Lumpsum₹500
Min. SIP₹500
Exit LoadNil

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 31 Mar 2026
Holding% NAV

Investment Objective

UTI Corporate Bond Fund · Regular · Growth 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 · Growth is a Corporate Bond mutual fund offered by UTI Mutual Fund. The fund has been operational for over 7 years. It manages assets worth ₹5,411 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Nifty Corporate Bond Index A-II. The current expense ratio is 0.58%.

Who Should Invest?

  • Moderate-risk investors looking for balanced growth and income
  • Investors with a medium-term horizon of 3-5 years
  • SIP investors who can benefit from rupee cost averaging during market fluctuations