MonitorDirect · Growth
UTI - Corporate Bond Fund
UTI Mutual FundIncome/Debt Oriented Schemes - Corporate Bond Fund8.1 years
- NAV
- 17.8656
- 15 Sept 2026
- 1Y
- +5.2%
- Trailing CAGR
- AUM
- ₹4,718.36 Cr
- 31 Jul 2026
- Volatility
- Low
- 1.7% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+5.2%
- 3Y+7.3%
- 5Y+6.3%
- 10Yn/a
- SI+7.4%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+5.1%
- 3Y+6.7%
- 5Y+6.8%
- 10Yn/a
- Since inception
- +7.4%
- Calendar-day CAGR
- Excess 1Y
- -0.2%
- Category median, same plan and option
- 3Y win rate
- +59%
- Windows beating the median
- 3Y percentile
- 25
- Vs comparable share classes
- Worst rolling 3Y
- +4.7%
- 1236 daily-ending windows
- Median rolling 3Y
- +6.7%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 749 daily-ending windows
- SIP 3Y XIRR
- +6.7%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 5 days
- 202 recovered episodes
- Longest recovery
- 61 days
- Trough to prior peak
- Current spell
- 6 days
- Days below latest peak
- Time below peak
- +48%
- NAV observations
6 Mar 2020 – 22 Apr 2020
Trough 23 Mar 2020 · recovered in 30 days
-3.0%
8 Jan 2021 – 6 Apr 2021
Trough 5 Feb 2021 · recovered in 60 days
-1.1%
7 Apr 2022 – 6 Jul 2022
Trough 6 May 2022 · recovered in 61 days
-0.9%
29 Aug 2018 – 23 Oct 2018
Trough 25 Sept 2018 · recovered in 28 days
-0.9%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
25
Vs category
49
Consistency
57
Risk-adjusted
90
Drawdown
93
Mean
63
Portfolio
31 Jul 2026 · 79 holdings · top 10 are 37.1%.
- Top 5
- 25.0%
- Top 10
- 37.1%
- Largest holding
- 7.4%
- Effective holdings
- 40.9
Net Current Assets
Unspecified
7.4%
GOVERNMENT OF INDIA 36320 GOI 18AG55 7.24 FV RS 100
Entities
6.6%
BAJAJ FINANCE LIMITED 7.3763 NCD 26JU28 FVRS1LAC
Financial
4.1%
EXPORT IMPORT BANK OF INDIA SR Z01 7.45 BD 12AP28 FVRS1LAC
Financial
3.7%
SIDDHIVINAYAK SECURITISATION TRUST SD TRUST PTC 15SEPT25
Unspecified
3.2%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
No status reasons yet. History is still thin.
Supporting reads
- The fund beat the category median in 59% of rolling 3-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
BARODA BNP PARIBAS CORPORATE BOND FUND
Baroda BNP Paribas Mutual Fund
- 1Y
- +6.2%
- 3Y
- +7.8%
- Vol
- 1.3%
- Max DD
- -2.3%
- Sharpe
- 1.23
- 3Y win
- +92%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Kotak Corporate Bond Fund
Kotak Mahindra Mutual Fund
- 1Y
- +5.2%
- 3Y
- +7.4%
- Vol
- 1.1%
- Max DD
- -1.9%
- Sharpe
- 1.97
- 3Y win
- +83%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher TER
Franklin India Corporate Bond Fund
Franklin Templeton Mutual Fund
- 1Y
- +6.4%
- 3Y
- +8.1%
- Vol
- 2.3%
- Max DD
- -7.4%
- Sharpe
- 1.35
- 3Y win
- +81%
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
HSBC Corporate Bond Fund
HSBC Mutual Fund
- 1Y
- +5.4%
- 3Y
- +7.3%
- Vol
- 1.1%
- Max DD
- -0.7%
- Sharpe
- 1.73
- 3Y win
- +21%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Caveat: Higher TER
AXIS Corporate Bond Fund
Axis Mutual Fund
- 1Y
- +5.7%
- 3Y
- +7.7%
- Vol
- 2.0%
- Max DD
- -3.8%
- Sharpe
- 1.10
- 3Y win
- +83%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown · Higher TER