UTI Gilt Fund with 10 year Constant Duration
Direct · Growth ₹13.44
18 Aug 2026
NAV
7.8%
3Y CAGR
7.8%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
1.93
Sharpe
-2.7%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.23%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.43 L | 7.6% | -1.8% | 14.3% |
| 3 Years | ₹36.00 L | ₹40.00 L | 7.5% | 5.1% | 9.7% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 7.6% | 8.2% |
| 3 Years | 7.5% | 7.9% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 7.8% | 7.8% | 0.3% | 13.1% | 0.51 | 0.92 | 100% | — | — |
| 3 Years | 7.8% | 8.0% | 6.2% | 8.9% | 1.93 | 48.12 | 100% | — | — |
-2.7%
Max Drawdown
1 mo
Drawdown Duration
2 mo
Recovery Time
-0.3%
Avg Drawdown
Calmar Ratio by Duration
2.84
1Y
2.84
3Y