UTI Short Duration Fund Direct Growth

Scheme code: INF789F01XY0 NAV value: ₹ 33.2641 NAV date: 15 April, 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 year6.789.398.177.4
3 year4.369.547.346.48
5 year5.048.746.067.09
7 year5.557.636.517.8
10 year6.757.477.118.13
12 year7.317.497.4010.93

Rolling return for 1 year

- Average return: 8.17% - Median return: 8.18% - Average standard deviation: 0.5

Rolling return for 3 year

- Average return: 7.34% - Median return: 7.47% - Average standard deviation: 0.27

Rolling return for 5 year

- Average return: 6.06% - Median return: 5.71% - Average standard deviation: 0.14

Rolling return for 7 year

- Average return: 6.51% - Median return: 6.45% - Average standard deviation: 0.09

Rolling return for 10 year

- Average return: 7.11% - Median return: 7.12% - Average standard deviation: 0.06

Rolling return for 12 year

- Average return: 7.4% - Median return: 7.39% - 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 year12,00,00012,44,96944,9693.75
3 year36,00,00039,97,9073,97,9073.56
5 year60,00,00070,03,18810,03,1883.14
7 year84,00,0001,04,19,72620,19,7263.13
10 year1,20,00,0001,67,54,61747,54,6173.39
12 year1,44,00,0002,20,47,03576,47,0353.61

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,44,969 - Absolute Returns: ₹44,969 - CAGR: 3.75%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,97,907 - Absolute Returns: ₹3,97,907 - CAGR: 3.56%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹70,03,188 - Absolute Returns: ₹10,03,188 - CAGR: 3.14%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,04,19,726 - Absolute Returns: ₹20,19,726 - CAGR: 3.13%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,67,54,617 - Absolute Returns: ₹47,54,617 - CAGR: 3.39%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,20,47,035 - Absolute Returns: ₹76,47,035 - CAGR: 3.61%