UTI Low Duration Fund Direct Growth

Scheme code: INF789F01XI3 NAV value: ₹ 3551.2378 NAV date: 15 April, 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 year6.628.577.568.41
3 year3.288.066.775.92
5 year4.507.615.366.77
7 year5.356.815.957.13
10 year6.286.856.567.21
12 year6.836.976.907.44

Rolling return for 1 year

- Average return: 7.56% - Median return: 7.64% - Average standard deviation: 0.43

Rolling return for 3 year

- Average return: 6.77% - Median return: 6.95% - Average standard deviation: 0.21

Rolling return for 5 year

- Average return: 5.36% - Median return: 4.98% - Average standard deviation: 0.11

Rolling return for 7 year

- Average return: 5.95% - Median return: 5.85% - Average standard deviation: 0.07

Rolling return for 10 year

- Average return: 6.56% - Median return: 6.55% - 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 year12,00,00012,41,60341,6033.47
3 year36,00,00039,77,7203,77,7203.38
5 year60,00,00068,77,1998,77,1992.77
7 year84,00,0001,01,81,53317,81,5332.79
10 year1,20,00,0001,62,78,63742,78,6373.10
12 year1,44,00,0002,12,87,50668,87,5063.31

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,41,603 - Absolute Returns: ₹41,603 - CAGR: 3.47%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,77,720 - Absolute Returns: ₹3,77,720 - CAGR: 3.38%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹68,77,199 - Absolute Returns: ₹8,77,199 - CAGR: 2.77%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,01,81,533 - Absolute Returns: ₹17,81,533 - CAGR: 2.79%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,62,78,637 - Absolute Returns: ₹42,78,637 - CAGR: 3.1%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,12,87,506 - Absolute Returns: ₹68,87,506 - CAGR: 3.31%