Corporate Bond · Debt
UTI - Corporate Bond Fund - Direct Plan - Growth
SignalIQ View
Descriptive research · not a buy/sell recommendation
Sharpe (3Y)
1.0
Return per unit of risk · rf 6.5%
Sortino (3Y)
1.33
Downside-only Sharpe
Max Drawdown
-3.0%
Peak-to-trough · full history
Vol (3Y)
1.1%
Annualised σ of daily returns
Positive Days
73%
Smoothness proxy
This fund has delivered solid risk-adjusted returns over the last 3 years (Sharpe 1.0). Its worst peak-to-trough drop over the full history was 3.0% (small drawdowns) between 2020-03-06 and 2020-03-23. About 73% of trading days closed up. Profile: consistent compounder · smooth NAV path.
YTD
+3.6%
Calendar YTD
1 Year
+5.3%
Trailing 12 mo
3 Year
+7.3%
CAGR
5 Year
+6.3%
CAGR
10 Year
—
CAGR
Since Inception
—
CAGR (?y)
📈 NAV History
End-of-day NAV series from AMFI (via MFAPI.in).
🎯 Rolling-Return Consistency
3-Year Rolling Windows
- Sample size
- 1238 windows
- Best window CAGR
- +9.87%
- Median CAGR
- +6.73%
- Avg CAGR
- +6.87%
- Worst window CAGR
- +4.71%
- Positive windows
- 100.0%
5-Year Rolling Windows
- Sample size
- 752 windows
- Best window CAGR
- +7.84%
- Median CAGR
- +6.77%
- Avg CAGR
- +6.82%
- Worst window CAGR
- +6.09%
- Positive windows
- 100.0%
Every trading day in the history is treated as a potential window end-date; the fund's CAGR over the trailing 3 (or 5) years ending that day is computed, and the full distribution is summarised. A narrower band + higher "positive windows" percentage means more predictable outcomes — reduces the timing luck a single point-in-time CAGR can hide.
🏁 Peer Comparison · Top in Corporate Bond
| Scheme | 1Y | 3Y CAGR | 5Y CAGR | Latest NAV |
|---|---|---|---|---|
|
Franklin India Corporate Bond Fund
Franklin Templeton Mutual Fund
|
+6.2% | +8.0% | +6.7% | — |
|
Baroda Bnp Paribas Corporate Bond Fund
Baroda BNP Paribas Mutual Fund
|
+6.1% | +7.7% | — | — |
|
AXIS Corporate Bond Fund
Axis Mutual Fund
|
+5.6% | +7.7% | +6.8% | — |
|
Nippon India Corporate Bond Fund
Nippon India Mutual Fund
|
+5.4% | +7.5% | +6.8% | — |
|
Nippon India Corporate Bond Fund - Direct Plan - Bonus Option
Nippon India Mutual Fund
|
+5.4% | +7.5% | +6.8% | — |
|
ICICI Prudential Corporate Bond Fund
ICICI Prudential Mutual Fund
|
+5.9% | +7.4% | +6.7% | — |
|
UTI - Corporate Bond Fund (this fund)
UTI Mutual Fund
|
+5.3% | +7.3% | +6.3% | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future results. This page publishes descriptive rank-and-return analysis only — not personalised advice on which fund to buy. Trailing returns and rolling-window statistics are computed from AMFI's official daily NAV series. Research by Equity Alfa Analytics, SEBI Registered Research Analyst · INH000024985 · BSE RAASB Enlistment 6942.