UTI Medium Duration Fund Direct Growth

Scheme code: INF789FB1KE6 NAV value: ₹ 19.3560 NAV date: 15 April, 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 year5.859.387.887.8
3 year2.997.055.226.13
5 year4.347.605.446.62
7 year5.186.705.787.32

Rolling return for 1 year

- Average return: 7.88% - Median return: 7.96% - Average standard deviation: 0.52

Rolling return for 3 year

- Average return: 5.22% - Median return: 5.71% - Average standard deviation: 0.23

Rolling return for 5 year

- Average return: 5.44% - Median return: 5.17% - Average standard deviation: 0.13

Rolling return for 7 year

- Average return: 5.78% - Median return: 5.66% - Average standard deviation: 0.08

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 year12,00,00012,44,61844,6183.72
3 year36,00,00039,15,7953,15,7952.84
5 year60,00,00068,03,3998,03,3992.55
7 year84,00,0001,01,07,00517,07,0052.68

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,44,618 - Absolute Returns: ₹44,618 - CAGR: 3.72%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,15,795 - Absolute Returns: ₹3,15,795 - CAGR: 2.84%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹68,03,399 - Absolute Returns: ₹8,03,399 - CAGR: 2.55%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,01,07,005 - Absolute Returns: ₹17,07,005 - CAGR: 2.68%