UTI BSE Sensex ETF Direct Growth

Scheme code: INF789FB1X58 NAV value: ₹ 835.2327 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Other Asset category: Other ETFs

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year-0.4234.8217.1212.92
3 year8.4332.6915.824.53
5 year8.2025.3314.652.92
7 year11.5816.8014.274.96

Rolling return for 1 year

- Average return: 17.12% - Median return: 19.31% - Average standard deviation: 3.96

Rolling return for 3 year

- Average return: 15.82% - Median return: 15.1% - Average standard deviation: 1.84

Rolling return for 5 year

- Average return: 14.65% - Median return: 14.59% - Average standard deviation: 0.97

Rolling return for 7 year

- Average return: 14.27% - Median return: 14.25% - Average standard deviation: 0.55

SIP 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 year12,00,00012,71,97371,9736.00
3 year36,00,00044,70,7118,70,7117.49
5 year60,00,00088,13,42028,13,4207.99
7 year84,00,0001,41,45,11757,45,1177.73

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,71,973 - Absolute Returns: ₹71,973 - CAGR: 6%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹44,70,711 - Absolute Returns: ₹8,70,711 - CAGR: 7.49%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹88,13,420 - Absolute Returns: ₹28,13,420 - CAGR: 7.99%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,41,45,117 - Absolute Returns: ₹57,45,117 - CAGR: 7.73%