InvestVerdict
UTI - Credit Risk Fund.
Regular Plan · Annual IDCW · Credit Risk · Scheme code 133344
Fund houseUTI Mutual Fund
CategoryCredit Risk
Plan & optionRegular · Annual IDCW
History11.7 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.40 | 2.20 | 2.89 | 6.12 | 7.09 | 9.42 | 1.56 | 1.09 | 1.72 |
| Credit Risk category median |
— | — | — | 7.45 | 8.10 | 6.93 | — | 7.16 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 7.1% | 0.08 | 0.09 | — | — | -36.7% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 518 | -33.3% | 4.2% | 22.2% | 27% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.