UTI Equity Savings Fund Direct Growth

Scheme code: INF789F1A777 NAV value: ₹ 18.8673 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Hybrid Asset category: Equity Savings

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year5.5819.9513.5913.21
3 year8.2216.5012.069.93
5 year9.3515.3611.639.1

Rolling return for 1 year

- Average return: 13.59% - Median return: 15% - Average standard deviation: 1.39

Rolling return for 3 year

- Average return: 12.06% - Median return: 11.77% - Average standard deviation: 0.64

Rolling return for 5 year

- Average return: 11.63% - Median return: 11.66% - Average standard deviation: 0.33

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 year12,00,00012,60,55860,5585.05
3 year36,00,00042,80,4946,80,4945.94
5 year60,00,00081,88,83821,88,8386.42

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,60,558 - Absolute Returns: ₹60,558 - CAGR: 5.05%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹42,80,494 - Absolute Returns: ₹6,80,494 - CAGR: 5.94%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹81,88,838 - Absolute Returns: ₹21,88,838 - CAGR: 6.42%