InvestVerdict
UTI - Bond Fund ( Segregated - 17022020 )
· · Corporate Bond · Scheme code 148085
Fund houseUTI Mutual Fund
CategoryCorporate Bond
Plan & optionRegular ·
History1.9 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 293.16 | 300.08 | 310.89 | 334.58 | — | — | — | — | 92.28 |
| Corporate Bond category median |
— | — | — | 4.93 | 6.97 | 5.99 | — | 6.87 | — |
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 | 208.8% | 0.41 | — | — | — | -24.3% | — |
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 |
|---|---|---|---|---|
| 46 | -17.4% | -16.5% | 334.6% | 98% |
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.