UTI Low Duration Fund Direct Growth

Scheme code: INF789F01XI3 NAV value: ₹ 3644.6443 NAV date: 26 August, 2025
Fund option: Direct Fund type: Growth
Asset class: Debt Asset category: Low Duration Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year6.919.047.967.96
3 year6.047.957.037.03
5 year4.507.615.505.5
7 year5.356.815.935.93
10 year6.286.856.536.53
12 year6.836.986.906.9

Rolling return for 1 year

- Average return: 7.96% - Median return: 7.86% - Average standard deviation: 0.43

Rolling return for 3 year

- Average return: 7.03% - Median return: 7% - Average standard deviation: 0.15

Rolling return for 5 year

- Average return: 5.5% - Median return: 4.98% - Average standard deviation: 0.11

Rolling return for 7 year

- Average return: 5.93% - Median return: 5.78% - Average standard deviation: 0.07

Rolling return for 10 year

- Average return: 6.53% - Median return: 6.5% - Average standard deviation: 0.05

Rolling return for 12 year

- Average return: 6.9% - Median return: 6.91% - Average standard deviation: 0.04

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 year12,00,00012,43,83243,8323.66
3 year36,00,00039,83,1333,83,1333.43
5 year60,00,00069,26,2359,26,2352.91
7 year84,00,0001,02,17,45018,17,4502.84
10 year1,20,00,0001,63,23,85343,23,8533.13
12 year1,44,00,0002,13,77,35769,77,3573.35

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,43,832 - Absolute Returns: ₹43,832 - CAGR: 3.66%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,83,133 - Absolute Returns: ₹3,83,133 - CAGR: 3.43%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹69,26,235 - Absolute Returns: ₹9,26,235 - CAGR: 2.91%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,02,17,450 - Absolute Returns: ₹18,17,450 - CAGR: 2.84%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,63,23,853 - Absolute Returns: ₹43,23,853 - CAGR: 3.13%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,13,77,357 - Absolute Returns: ₹69,77,357 - CAGR: 3.35%