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  • UTI Mutual Fund
  • UTI Corporate Bond Fund (Growth)
UTI Mutual Fund

UTI Corporate Bond Fund (Growth)

DebtCorporate Bond

14.9207

NAV (May 17)

5.2%
3 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Rolling Returns

Scripbox Recommended Debt Funds
Want the Debt funds that are right for your short term investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

14.9207

NAV (May 17)

Fund Returns

Last 1Y
6.7%
Last 3Y
5.2%
Last 5Y
7.1%
Last 10Y
NA
Since Inception
7.2%
6 Month CAGR
3.7%

Scheme Information

Investment Objective

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
0.59
Launched (6y ago)
Aug 08, 2018
AUM in Crores
3548.655
ISIN
INF789F1A447
Lock-in
No Lock-in
Benchmark
NIFTY Corporate Bond A-II TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
1
Standard Deviation (5yr)
2
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
-0.478
Sharpe Ratio (5yr)
0.887
YTM
7.63
Fund Managers

Sunil Patil

Fund Manager

Anurag Mittal

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
UTI Corporate Bond Fund (Growth)70%8,69,819 1,37,2077.1%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-05-17

Top Debt Holdings

7.18% govt stock 2033

12.1%
12.1%

net current assets

6.6%
6.6%

7.1% govt stock 2034

5.6%
5.6%

lic housing finance limited

4.9%
4.9%

national bank for agriculture and rural development

4.6%
4.6%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)

₹ 4,984 cr

₹ 10,779 cr

₹ 43,472 cr

₹ 14,482 cr

₹ 14,796 cr

amc-img

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 223,381 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 74 equity,579 debt and 34 hybrid funds.amc-img
phone-img022-62278000
Fund NameScripbox Opinion
Till Date CAGR

5.6%

6.9%

18.3%

15.2%

15.6%

11.9%

5.9%

7.3%

5.6%

6.8%

UTI Corporate Bond Fund (G) Review

UTI Corporate Bond Fund (G) is a Corporate Bond Debt fund and has delivered an annualised return of 7.2% 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 5/17/2024 is ₹14.92 with the total AUM as of 5/20/2024 is ₹3548.655. 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 NIFTY Corporate Bond A-II TR INR.

UTI Corporate Bond Fund (G) is rated as a 0 fund in Debt and delivered 6.7% 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)?

UTI Corporate Bond Fund (G) is a Corporate Bond Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

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 0.59% for regular plan.