UTI Long Term Fund
Direct · Growth ₹12.31
11 Nov 2026
NAV
5.7%
3Y CAGR
5.7%
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.
-1.96
Sharpe
-5.7%
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.
NA
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 | ₹12.32 L | 5.9% | -6.3% | 15.0% |
| 3 Years | ₹36.00 L | ₹38.07 L | 3.8% | 1.4% | 5.1% |
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 | 5.9% | 3.6% |
| 3 Years | 3.8% | 5.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 5.9% | 6.5% | -4.2% | 14.2% | -0.13 | -0.16 | 90% | — | — |
| 3 Years | 5.7% | 5.6% | 4.8% | 6.5% | -1.96 | -0.89 | 100% | — | — |
-5.7%
Max Drawdown
11 mo
Drawdown Duration
4 mo
Recovery Time
-1.2%
Avg Drawdown
Calmar Ratio by Duration
1.03
1Y
1.00
3Y