UTI Gold ETF Direct Growth

Scheme code: INF789F1AUX7 NAV value: ₹ 123.9976 NAV date: 19 March, 2026 TER: 0.00%
Fund option: Direct Fund type: Growth
Asset class: Other Asset category: Gold ETF

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year-99.18111.948.795.9829.28
3 year-78.2543.122.12-12.13-11.43
5 year-57.6816.43-2.12-23.90-36.05
7 year-45.319.52-39.36-22.91-23.17
10 year-34.919.54-32.20-27.51-16.93
12 year-28.37-21.40-26.91-26.37-17.84
15 year-18.46-15.78-17.57-17.38-15.87

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: ₹12,45,291 - Absolute Returns: ₹45,291 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹37,37,458 - Absolute Returns: ₹1,37,458 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹59,86,051 - Absolute Returns: ₹-13,949 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹78,59,423 - Absolute Returns: ₹-5,40,577 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹60,10,937 - Absolute Returns: ₹-59,89,063 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹55,39,132 - Absolute Returns: ₹-88,60,868 - CAGR: %

SIP return for 15 year

- Total Invested Amount: ₹1,80,00,000 - Final Portfolio Value: ₹1,15,52,502 - Absolute Returns: ₹-64,47,498 - CAGR: %

Drawdown Metrics

Max Drawdown

-99.21 %

Drawdown Duration

8 months

Avg Drawdown

-39.91 %

Calmar Ratio by Duration

1 Y

0.0603

3 Y

-0.1223

5 Y

-0.2409

7 Y

-0.2309

10 Y

-0.2773

12 Y

-0.2658

15 Y

-0.1752