UTI Short Duration Fund Direct Growth

Scheme code: INF789F01XY0 NAV value: ₹ 34.0583 NAV date: 26 August, 2025
Fund option: Direct Fund type: Growth
Asset class: Debt Asset category: Short Duration Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year7.1310.478.778.77
3 year6.238.777.527.52
5 year5.048.746.216.21
7 year5.557.636.506.5
10 year6.757.477.097.09
12 year7.277.607.437.43

Rolling return for 1 year

- Average return: 8.77% - Median return: 8.73% - Average standard deviation: 0.5

Rolling return for 3 year

- Average return: 7.52% - Median return: 7.59% - Average standard deviation: 0.19

Rolling return for 5 year

- Average return: 6.21% - Median return: 5.71% - Average standard deviation: 0.14

Rolling return for 7 year

- Average return: 6.5% - Median return: 6.43% - Average standard deviation: 0.08

Rolling return for 10 year

- Average return: 7.09% - Median return: 7.09% - Average standard deviation: 0.06

Rolling return for 12 year

- Average return: 7.43% - Median return: 7.41% - Average standard deviation: 0.05

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 year12,00,00012,48,30648,3064.03
3 year36,00,00040,05,0214,05,0213.62
5 year60,00,00070,51,06810,51,0683.28
7 year84,00,0001,04,57,80320,57,8033.18
10 year1,20,00,0001,68,10,58348,10,5833.43
12 year1,44,00,0002,21,97,88277,97,8823.67

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,48,306 - Absolute Returns: ₹48,306 - CAGR: 4.03%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,05,021 - Absolute Returns: ₹4,05,021 - CAGR: 3.62%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹70,51,068 - Absolute Returns: ₹10,51,068 - CAGR: 3.28%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,04,57,803 - Absolute Returns: ₹20,57,803 - CAGR: 3.18%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,68,10,583 - Absolute Returns: ₹48,10,583 - CAGR: 3.43%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,21,97,882 - Absolute Returns: ₹77,97,882 - CAGR: 3.67%