UTI Medium to Long Duration Fund Direct Growth
Scheme code: INF789F01SQ6
NAV value:
₹ 79.3946
NAV date: 15 April, 2025
Fund option: Direct
Fund type: Growth
Asset class: Debt
Asset category: Medium to Long Duration Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|
| 1 year | 4.71 | 10.39 | 7.95 | 8.21 |
| 3 year | 1.66 | 11.07 | 8.43 | 6.5 |
| 5 year | 2.11 | 9.88 | 4.52 | 6.99 |
| 7 year | 4.00 | 6.63 | 5.35 | 7.33 |
| 10 year | 6.00 | 7.20 | 6.69 | 7.54 |
| 12 year | 6.77 | 7.02 | 6.87 | 7.54 |
Rolling return for 1 year
- Average return: 7.95% - Median return: 7.9% - Average standard deviation: 0.67Rolling return for 3 year
- Average return: 8.43% - Median return: 8.91% - Average standard deviation: 0.39Rolling return for 5 year
- Average return: 4.52% - Median return: 4.11% - Average standard deviation: 0.21Rolling return for 7 year
- Average return: 5.35% - Median return: 5.38% - Average standard deviation: 0.16Rolling return for 10 year
- Average return: 6.69% - Median return: 6.72% - Average standard deviation: 0.11Rolling return for 12 year
- Average return: 6.87% - Median return: 6.87% - Average standard deviation: 0.07SIP 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 | 12,46,063 | 46,063 | 3.84 |
| 3 year | 36,00,000 | 41,02,945 | 5,02,945 | 4.46 |
| 5 year | 60,00,000 | 68,40,079 | 8,40,079 | 2.66 |
| 7 year | 84,00,000 | 99,91,746 | 15,91,746 | 2.51 |
| 10 year | 1,20,00,000 | 1,64,26,332 | 44,26,332 | 3.19 |
| 12 year | 1,44,00,000 | 2,15,66,857 | 71,66,857 | 3.42 |