UTI Medium to Long Duration Fund Direct Growth
Scheme code: INF789F01SQ6
NAV value:
₹ 79.4385
NAV date: 26 August, 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 | 6.96 | 12.26 | 9.22 | 9.22 |
| 3 year | 6.10 | 11.34 | 8.96 | 8.96 |
| 5 year | 2.11 | 10.01 | 4.94 | 4.94 |
| 7 year | 4.00 | 6.63 | 5.37 | 5.37 |
| 10 year | 6.00 | 7.20 | 6.65 | 6.65 |
| 12 year | 6.59 | 7.29 | 6.89 | 6.89 |
Rolling return for 1 year
- Average return: 9.22% - Median return: 9.12% - Average standard deviation: 0.68Rolling return for 3 year
- Average return: 8.96% - Median return: 8.98% - Average standard deviation: 0.35Rolling return for 5 year
- Average return: 4.94% - Median return: 4.29% - Average standard deviation: 0.21Rolling return for 7 year
- Average return: 5.37% - Median return: 5.44% - Average standard deviation: 0.15Rolling return for 10 year
- Average return: 6.65% - Median return: 6.65% - Average standard deviation: 0.1Rolling return for 12 year
- Average return: 6.89% - Median return: 6.87% - Average standard deviation: 0.11SIP 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 | 12,50,250 | 50,250 | 4.19 |
| 3 year | 36,00,000 | 41,01,516 | 5,01,516 | 4.45 |
| 5 year | 60,00,000 | 69,53,475 | 9,53,475 | 2.99 |
| 7 year | 84,00,000 | 1,00,70,971 | 16,70,971 | 2.63 |
| 10 year | 1,20,00,000 | 1,64,98,214 | 44,98,214 | 3.24 |
| 12 year | 1,44,00,000 | 2,17,71,719 | 73,71,719 | 3.51 |