UTI Banking and PSU Fund Direct Growth
Scheme code: INF789F015Z6
NAV value:
₹ 21.9502
NAV date: 15 April, 2025
Fund option: Direct
Fund type: Growth
Asset class: Debt
Asset category: Banking and PSU Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|
| 1 year | 5.73 | 8.87 | 7.60 | 7.82 |
| 3 year | 3.54 | 9.06 | 7.37 | 5.88 |
| 5 year | 4.24 | 8.03 | 6.08 | 7.44 |
| 7 year | 5.70 | 7.09 | 6.35 | 7.6 |
| 10 year | 6.86 | 7.18 | 7.02 | 7.59 |
Rolling return for 1 year
- Average return: 7.6% - Median return: 7.69% - Average standard deviation: 0.49Rolling return for 3 year
- Average return: 7.37% - Median return: 7.38% - Average standard deviation: 0.25Rolling return for 5 year
- Average return: 6.08% - Median return: 5.88% - Average standard deviation: 0.14Rolling return for 7 year
- Average return: 6.35% - Median return: 6.32% - Average standard deviation: 0.08Rolling return for 10 year
- Average return: 7.02% - Median return: 7.02% - Average standard deviation: 0.05SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|---|---|---|---|
| 1 year | 12,00,000 | 12,42,616 | 42,616 | 3.56 |
| 3 year | 36,00,000 | 40,17,486 | 4,17,486 | 3.73 |
| 5 year | 60,00,000 | 69,89,253 | 9,89,253 | 3.10 |
| 7 year | 84,00,000 | 1,04,26,226 | 20,26,226 | 3.14 |
| 10 year | 1,20,00,000 | 1,68,56,657 | 48,56,657 | 3.46 |