- Mutual Funds
- UTI Mutual Fund
- UTI Corporate Bond Fund (Growth)
UTI Corporate Bond Fund (Growth)
₹ 14.4107
NAV (Dec 04)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 14.4107
NAV (Dec 4)
Fund Returns
Last 1Y | 6.4% |
Last 3Y | 4.4% |
Last 5Y | 7.2% |
Last 10Y | NA |
Since Inception | 7.1% |
6 Month CAGR | 2.7% |
Scheme Information
The investment objective of the scheme is to generate optimal returns by investing predominantly in AA+ and above rated corporate bonds. However,there can be no assurance that the investment objective of the scheme will be realized. The Scheme does not guarantee / indicate any returns.
Expense Ratio | 0.57 |
Launched (5y ago) | Aug 08, 2018 |
AUM in Crores | 3084.282 |
ISIN | INF789F1A447 |
Lock-in | No Lock-in |
Benchmark | CRISIL Corporate Bond TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 1.2 |
Standard Deviation (5yr) | 2.1 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | -0.557 |
Sharpe Ratio (5yr) | 0.963 |
YTM | 7.73 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| UTI Corporate Bond Fund (Growth) | 8,71,983 | 1,39,371 | 7.2% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Debt Holdings
7.18% govt stock 2033
14.9%power finance corporation ltd.
4.9%national bank for agriculture and rural development
4%net current assets
3.8%larsen and toubro limited
3.2%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 40,756 cr | ||
₹ 16,858 cr | ||
₹ 11,326 cr | ||
₹ 13,754 cr | ||
₹ 10,873 cr |
About the AMC
UTI Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.9% | 6.8% | ||
5.3% | 7.2% | ||
16.6% | 11.7% | ||
19.9% | 15% | ||
11.8% | 8.8% |
UTI Corporate Bond Fund (G) Review
UTI Corporate Bond Fund (G) is a Corporate Bond Debt fund and has delivered an annualised return of 7.1% over a period of 5 years. The fund is managed by UTI Asset Management Co Ltd. The fund managers are Anurag Mittal, Sunil Patil.
Nav of UTI Corporate Bond Fund (G) as of 12/4/2023 is ₹14.41 with the total AUM as of 12/5/2023 is ₹3084.282. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Corporate Bond Fund (G) was launched on Aug 08, 2018. The category risk of the fund is Moderate Risk.
The minimum SIP amount for UTI Corporate Bond Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
UTI Corporate Bond Fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Corporate Bond TR INR.
UTI Corporate Bond Fund (G) is rated as a 0 fund in Debt and delivered 6.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Corporate Bond Fund (G).
Frequently Asked Questions
What is UTI Corporate Bond Fund (G)?
How to invest in UTI Corporate Bond Fund (G)?
You can invest in UTI Corporate Bond Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of UTI Corporate Bond Fund (G)?
The minimum sip amount for UTI Corporate Bond Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is UTI Corporate Bond Fund (G) good to invest in?
As per Scripbox experts, UTI Corporate Bond Fund (G) is a Not Reviewed Yet fund. You can investUTI Corporate Bond Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the UTI Corporate Bond Fund (G)?
The expense ratio of the UTI Corporate Bond Fund (G) is 0.57% for regular plan.