UTI Ultra Short Duration Fund Direct Growth

Scheme code: INF789F01TI1 NAV value: ₹ 4481.8177 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Debt Asset category: Ultra Short Duration Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year6.908.567.683.46
3 year4.707.366.195.7
5 year5.547.386.226.19
7 year6.078.236.847.3
10 year6.857.487.157.84
12 year7.377.507.4412.97

Rolling return for 1 year

- Average return: 7.68% - Median return: 7.71% - Average standard deviation: 0.43

Rolling return for 3 year

- Average return: 6.19% - Median return: 6.16% - Average standard deviation: 0.15

Rolling return for 5 year

- Average return: 6.22% - Median return: 6.16% - Average standard deviation: 0.09

Rolling return for 7 year

- Average return: 6.84% - Median return: 6.63% - Average standard deviation: 0.07

Rolling return for 10 year

- Average return: 7.15% - Median return: 7.11% - Average standard deviation: 0.05

Rolling return for 12 year

- Average return: 7.44% - Median return: 7.44% - Average standard deviation: 0.04

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 year12,00,00012,42,00642,0063.51
3 year36,00,00039,49,4873,49,4873.14
5 year60,00,00069,60,7849,60,7843.02
7 year84,00,0001,04,68,17320,68,1733.20
10 year1,20,00,0001,66,81,46346,81,4633.35
12 year1,44,00,0002,18,79,85374,79,8533.55

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,42,006 - Absolute Returns: ₹42,006 - CAGR: 3.51%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,49,487 - Absolute Returns: ₹3,49,487 - CAGR: 3.14%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹69,60,784 - Absolute Returns: ₹9,60,784 - CAGR: 3.02%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,04,68,173 - Absolute Returns: ₹20,68,173 - CAGR: 3.2%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,66,81,463 - Absolute Returns: ₹46,81,463 - CAGR: 3.35%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,18,79,853 - Absolute Returns: ₹74,79,853 - CAGR: 3.55%