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

UTI Corporate Bond Fund (Growth)

DebtCorporate Bond

13.1986

NAV (Jun 27)

7.4%
Till Date CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in corporate bond mutual funds.

However, Scripbox does not recommend investing in corporate bond mutual funds.

Corporate Bond Funds are mandated to invest a minimum of 80% of total assets in Corporate Bonds of the highest ratings.The category is one of the largest categories within the Debt Segment(9 % of total debt funds assets).We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher credit risk and higher interest rate risk.

Our analysis of this fundLearn how we rate funds ->

Track Record

4 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.

Relative Size

3,133 Cr. Large within the category

Impact of Interest Rate Changes

Low Interest Rate Risk. The impact on fund value is quite low when interest rates change

Credit Quality Of Fund's Portfolio

Moderate Credit Risk. The fund has a moderate credit quality compared to other debt funds

Scripbox Recommended Debt Funds

Want the floating rate 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

13.1986

NAV (Jun 27)

Fund Returns

Last 1Y

2.6%

Last 3Y

6.8%

Last 5Y

NA

Last 10Y

NA

Since Inception

7.4%

6 Month CAGR

0.6%

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

0.57

Launched (4y ago)

Aug 08, 2018

AUM in Crores

3132.532

ISIN

INF789F1A447

Lock-in

No Lock-in

Benchmark

CRISIL Corporate Bond Fund TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Sudhir Agarwal

Fund Manager

Sunil Patil

Fund Manager

Anurag Mittal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-06-27

Top Debt Holdings

net current assets

25.6%
25.6%

national bank for agriculture and rural development

6.2%
6.2%

reliance industries limited

4%
4%

housing development finance corporation ltd

3.2%
3.2%

national housing bank

3.1%
3.1%
See all holdings

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 44,308 cr

5

₹ 14,441 cr

5

₹ 18,739 cr

5

₹ 12,059 cr

5

₹ 44,308 cr

5

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 181,279 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 60 equity,485 debt and 34 hybrid funds.

amc-img

  • 022-62278000
  • invest@utico.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    4.1%

    6.9%

    -

    8.2%

    11.2%

    11.1%

    13.6%

    14.2%

    12.3%

    15.4%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    UTI Corporate Bond Fund (G) Review

    UTI Corporate Bond Fund (G) is a Corporate Bond Debt fund and has delivered an annualised return of 7.4% over a period of 3 years. The fund is managed by UTI Asset Management Co Ltd. The fund managers are Anurag Mittal, Sudhir Agarwal, Sunil Patil.

    Nav of UTI Corporate Bond Fund (G) as of 6/27/2022 is ₹13.20 with the total AUM as of 6/28/2022 is ₹3132.532. 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 Low to 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 Fund TR INR.

    UTI Corporate Bond Fund (G) is rated as a 3 fund in Debt and delivered 2.6% 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 stocks 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 Neutral 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.