UTI Medium Duration Fund Direct Growth
Scheme code: INF789FB1KE6
NAV value:
₹ 19.6318
NAV date: 26 August, 2025
Fund option: Direct
Fund type: Growth
Asset class: Debt
Asset category: Medium Duration Fund
Rolling returns
Summary
Duration | Min (%) | Max (%) | Average return (%) | Category average return (%) |
---|---|---|---|---|
1 year | 7.23 | 10.99 | 8.83 | 8.83 |
3 year | 2.99 | 8.21 | 5.77 | 5.77 |
5 year | 4.34 | 6.89 | 5.38 | 5.38 |
7 year | 5.18 | 6.70 | 5.79 | 5.79 |
10 year | 6.65 | 6.96 | 6.78 | 6.78 |
Rolling return for 1 year
- Average return: 8.83% - Median return: 8.84% - Average standard deviation: 0.53Rolling return for 3 year
- Average return: 5.77% - Median return: 5.99% - Average standard deviation: 0.22Rolling return for 5 year
- Average return: 5.38% - Median return: 5.17% - Average standard deviation: 0.13Rolling return for 7 year
- Average return: 5.79% - Median return: 5.76% - Average standard deviation: 0.08Rolling return for 10 year
- Average return: 6.78% - Median return: 6.79% - Average standard deviation: 0.06SIP 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 year | 12,00,000 | 12,48,864 | 48,864 | 4.08 |
3 year | 36,00,000 | 39,50,053 | 3,50,053 | 3.14 |
5 year | 60,00,000 | 68,31,658 | 8,31,658 | 2.63 |
7 year | 84,00,000 | 1,01,62,496 | 17,62,496 | 2.76 |
10 year | 1,20,00,000 | 1,65,70,479 | 45,70,479 | 3.28 |