Fund has been able to generate better returns compared to other funds in the same category
Less expense ratio implies better returns over the long term
Fund has not been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.29 | 7.40 | 4.88 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.44 | 7.48 | 5.13 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 20,000 |
BenchmarkBenchmark |
---|
— |
Corporate bond funds invest in bonds that are issued by private sector companies. They have more than 80% allocation in corporate bonds. They are less riskier as they invest in debt instruments.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
UTI Corporate Bond Fund(F-IDCW) | 7.88% | 5.08% | 5.36% |
HDFC Corp Bond Fund(Q-IDCW Reinv) | 0.77% | -0.52% | 0.17% |
ICICI Pru Corp Bond Fund(Q-IDCW Payout) | 1.01% | 0.78% | 3.64% |
SBI Corp Bond Fund(Q-IDCW Payout) | 7.85% | 5.80% | 6.78% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Debt
Others
Holdings
21.14 %
Holdings
4.52 %
Holdings
4.27 %
UTI AMC commenced operations from February 1, 2003. It has been promoted by four sponsors, namely, SBI, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank and each of them hold 25% of the paid up capital of UTI AMC.
No.of Schemes
62
Total AUM
₹ 2,06,360.73 Cr.
Anurag Mittal
AUM: ₹24,501.59 Cr.
|
Exp: 4yrs
B.Com, ACA, MSc
Mr. Anuraj Mittal has Wide experience in credit research.
Manager Performance (0)
Gains are added to taxable income and taxed according to the individual's income tax slab
Gains are taxed at 20% with indexation benefit
With changes introduced in budget 2023, gains are added to taxable income and taxed according to the individual's income tax slab
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
Invested
₹—
+Returns (0%)
₹—
-₹—
You make
₹—
Returns
Fund has been able to generate better returns compared to other funds in the same category