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 year7.2310.998.838.83
3 year2.998.215.775.77
5 year4.346.895.385.38
7 year5.186.705.795.79
10 year6.656.966.786.78

Rolling return for 1 year

- Average return: 8.83% - Median return: 8.84% - Average standard deviation: 0.53

Rolling return for 3 year

- Average return: 5.77% - Median return: 5.99% - Average standard deviation: 0.22

Rolling return for 5 year

- Average return: 5.38% - Median return: 5.17% - Average standard deviation: 0.13

Rolling return for 7 year

- Average return: 5.79% - Median return: 5.76% - Average standard deviation: 0.08

Rolling return for 10 year

- Average return: 6.78% - Median return: 6.79% - Average standard deviation: 0.06

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 year12,00,00012,48,86448,8644.08
3 year36,00,00039,50,0533,50,0533.14
5 year60,00,00068,31,6588,31,6582.63
7 year84,00,0001,01,62,49617,62,4962.76
10 year1,20,00,0001,65,70,47945,70,4793.28

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,48,864 - Absolute Returns: ₹48,864 - CAGR: 4.08%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,50,053 - Absolute Returns: ₹3,50,053 - CAGR: 3.14%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹68,31,658 - Absolute Returns: ₹8,31,658 - CAGR: 2.63%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,01,62,496 - Absolute Returns: ₹17,62,496 - CAGR: 2.76%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,65,70,479 - Absolute Returns: ₹45,70,479 - CAGR: 3.28%