ReviewPlan n/a · Option n/a
UTI - Credit Risk Fund (Segregated - 17022019)
- NAV
- 2.6874
- 31 Jan 2022
- 1Y
- +280.3%
- Trailing CAGR
- AUM
- ₹3.68 Cr
- 31 Mar 2022
- Volatility
- n/a
- History still thin
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+280.3%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+34.0%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+857.5%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +34.0%
- Calendar-day CAGR
- Excess 1Y
- n/a
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- n/a
- 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
- 360 days
- 1 recovered episodes
- Longest recovery
- 360 days
- Trough to prior peak
- Current spell
- 0 days
- Days below latest peak
- Time below peak
- +84%
- NAV observations
11 Jun 2020 – 27 Jan 2022
Trough 1 Feb 2021 · recovered in 360 days
-60.7%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
100
Vs category
n/a
Consistency
n/a
Risk-adjusted
n/a
Drawdown
0
Mean
n/a
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 31 Jan 2022
Review
Engine status
Review
Closer look
Why this status
- Maximum drawdown exceeded 35%.
- AUM fell by 30% or more versus the prior observation.
Supporting reads
No supporting reads in the current evidence set.
Risk metrics are withheld because the NAV history contains an implausible daily move above 50%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Nippon India Credit Risk Fund (Existing Number of Segregated Portfolios - 1)
Nippon India Mutual Fund
- 1Y
- +340.5%
- 3Y
- n/a
- Vol
- n/a
- Max DD
- -25.6%
- Sharpe
- n/a
- 3Y win
- n/a
- Shallower drawdown
- Higher trailing returns
Aditya Birla Sun Life Credit Risk Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +12.8%
- 3Y
- +13.2%
- Vol
- 2.6%
- Max DD
- -3.9%
- Sharpe
- 1.59
- 3Y win
- +70%
- Shallower drawdown
Caveat: Lower trailing returns
BANDHAN CREDIT RISK FUND
Bandhan Mutual Fund
- 1Y
- +5.9%
- 3Y
- +7.2%
- Vol
- 1.5%
- Max DD
- -2.6%
- Sharpe
- 1.15
- 3Y win
- +34%
- Shallower drawdown
Caveat: Lower trailing returns
DSP Credit Risk Fund
DSP Mutual Fund
- 1Y
- +11.1%
- 3Y
- +16.8%
- Vol
- 4.5%
- Max DD
- -6.0%
- Sharpe
- 0.89
- 3Y win
- +41%
- Shallower drawdown
Caveat: Lower trailing returns
Franklin India Credit Risk Fund (No. of segregated portfolios-3)
Franklin Templeton Mutual Fund
- 1Y
- +7.4%
- 3Y
- +9.4%
- Vol
- 3.1%
- Max DD
- -9.6%
- Sharpe
- 0.95
- 3Y win
- n/a
- Shallower drawdown
Caveat: Lower trailing returns