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  • UTI Corporate Bond Fund (G)
UTI Mutual Fund

UTI Corporate Bond Fund (G)

DebtCorporate Bond

15.4764

NAV (Oct 15)

5.799%
3 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->
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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

15.4764

NAV (Oct 15)

Fund Returns

Last 1Y
8.3%
Last 3Y
5.8%
Last 5Y
6.6%
Last 10Y
NA
Since Inception
7.3%
6 Month CAGR
4.5%

Scheme Information

Investment Objective

The scheme seeks to generate optimal returns by investing predominantly in AA+ and above rated corporate bonds.

Expense Ratio
0.58
Launched (0y ago)
0.58
AUM in Crores
4519.1
ISIN
INF789F1A447
Lock-in
-
Benchmark
Nifty Corporate Bond Index A-II
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
1.1
Beta
0.5
Sharpe Ratio
-0.2
YTM
-
Fund Managers

Anurag Mittal

Fund Manager

Deepesh Agarwal

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 (G)70%8,59,253 1,26,6416.6%
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 2024-03-15

Top Debt Holdings

GOI

21.1%
21.144%

Others

5.9%
5.904%

LIC Housing Finance Ltd.

4.5%
4.524%

National Bank For Agriculture & Rural Development

4.3%
4.272%

Indian Railway Finance Corporation Ltd.

3.8%
3.751%
See all holdings

Comparison with Debt Funds

Fund NameFund Size
edelweiss
BHARAT Bond ETF FOF - April 2032 (G)

₹ 4,523 cr

₹ 8,029 cr

₹ 10,307 cr

₹ 14,839 cr

₹ 4,610 cr

amc-img

About the AMC

UTI Mutual Fund

UTI Asset Management Compnay has been frated the 7th largest ASM Company by CRISIL. They manage about 11 million live folios and have a client base of 12.8%. Being a part and parcel of Unit Trust of India, the Government of India holds about 74% stake in the Company. UTI AMC Limited offers wide range of products and have been a pioneer in launching various profitable schemes.amc-img
phone-img0263 2296993
Fund NameScripbox Opinion
Till Date CAGR

6.4%

7.3%

6%

6.8%

6.1%

6.9%

16.2%

15.3%

20.7%

14.2%

UTI Corporate Bond Fund (G) Review

UTI Corporate Bond Fund (G) is a Corporate Bond Debt fund and has delivered an annualised return of 7.306% over a period of 6 years. The fund is managed by UTI Mutual Fund. The fund managers are Anurag Mittal, Deepesh Agarwal.

Nav of UTI Corporate Bond Fund (G) as of 10/15/2024 is ₹15.48 with the total AUM as of 10/16/2024 is ₹4519.0828. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Corporate Bond Fund (G) was launched on 2018-08-08. The category risk of the fund is Average.

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 Index A-II.

It is rated as a null fund in Debt and delivered 8.295% 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)?

It 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, it is a fund. You can invest in it 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 0.58% for regular plan.

What is the NAV of UTI Corporate Bond Fund (G)?

Today's UTI Corporate Bond Fund (G) NAV is ₹15.48.