UTI Equity Savings Fund Direct Growth
Scheme code: INF789F1A777
NAV value:
₹ 19.6826
NAV date: 19 March, 2026
TER: 0.65%
Fund option: Direct
Fund type: Growth
Asset class: Hybrid
Asset category: Equity Savings
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -9.83 | 33.17 | 9.37 | 10.97 | 8.62 |
| 3 year | 8.36 | 16.15 | 11.66 | 11.82 | 10.96 |
| 5 year | 9.46 | 15.30 | 11.96 | 11.99 | 10.67 |
| 7 year | 9.86 | 10.91 | 10.58 | 10.50 | 9.71 |
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 (%) |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,56,417 - Absolute Returns: ₹56,417 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹42,74,830 - Absolute Returns: ₹6,74,830 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹80,51,469 - Absolute Returns: ₹20,51,469 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,24,51,777 - Absolute Returns: ₹40,51,777 - CAGR: %Drawdown Metrics
Max Drawdown
-13.76 %
Drawdown Duration
2 months
Recovery Time
5 months
Avg Drawdown
-1.03 %
Calmar Ratio by Duration
1
Y
0.7972
3
Y
0.8589
5
Y
0.8713
7
Y
0.763