UTI Infrastructure Fund Direct Growth

Scheme code: INF789F01TU6 NAV value: ₹ 138.1321 NAV date: 19 March, 2026 TER: 1.98%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-34.54	92.89	10.76	17.88	13.63
3 year	-10.93	34.47	13.97	14.47	18.78
5 year	-4.28	31.46	13.04	13.45	15.46
7 year	4.04	18.92	12.34	12.31	13.55
10 year	10.44	18.06	13.96	14.06	14.92
12 year	13.28	17.59	15.62	15.35	16.54

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	17.88
3 year	6.28	30.95	15.04	14.47
5 year	8.38	26.02	14.22	13.45
7 year	10.18	15.62	12.93	12.31
10 year	11.42	12.93	12.18	14.06
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	17.88
3 year	6.56	19.64	13.57	14.47
5 year	9.22	12.29	10.75	13.45

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	17.88
3 year	7.68	21.49	15.06	14.47
5 year	10.37	13.5	11.93	13.45

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	17.88
3 year	8.04	32.03	17.81	14.47
5 year	8.18	28.64	15.34	13.45
7 year	10.64	16.42	13.77	12.31
10 year	12.56	14.06	13.31	14.06

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 (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,87,753 - Absolute Returns: ₹87,753 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹44,92,056 - Absolute Returns: ₹8,92,056 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹86,70,077 - Absolute Returns: ₹26,70,077 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,38,72,600 - Absolute Returns: ₹54,72,600 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,74,14,209 - Absolute Returns: ₹1,54,14,209 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,80,46,613 - Absolute Returns: ₹2,36,46,613 - CAGR: %

Drawdown Metrics

Max Drawdown

-42.78 %

Drawdown Duration

27 months

Recovery Time

11 months

Avg Drawdown

-8.87 %

Calmar Ratio by Duration

1 Y

0.418

3 Y

0.3383

5 Y

0.3144

7 Y

0.2878

10 Y

0.3287

12 Y

0.3588

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	2.34	0.96	99.3	95.8	6.43 %	4.00 %
3 years	6.03	1.06	105.7	98.1	17.60 %	11.28 %
5 years	5.70	0.98	98.0	90.8	15.09 %	9.44 %
7 years	4.04	0.94	95.2	90.7	14.51 %	10.74 %
10 years	2.71	0.95	96.9	93.5	14.50 %	12.06 %
12 years	2.15	0.95	96.9	93.4	11.98 %	10.00 %
15 years	1.62	0.95	96.9	93.4	9.47 %	7.92 %