UTI Low Duration Fund Direct Growth
Scheme code: INF789F01XI3
NAV value:
₹ 3763.6961
NAV date: 18 March, 2026
TER: 0.30%
Fund option: Direct
Fund type: Growth
Asset class: Debt
Asset category: Low Duration Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -5.43 | 10.31 | 7.79 | 6.96 | 7.68 |
| 3 year | 2.83 | 9.55 | 7.22 | 6.55 | 7.12 |
| 5 year | 4.60 | 8.87 | 5.56 | 6.16 | 6.33 |
| 7 year | 5.41 | 6.79 | 5.72 | 5.90 | 6.43 |
| 10 year | 6.20 | 6.80 | 6.46 | 6.49 | 6.79 |
| 12 year | 6.68 | 6.94 | 6.89 | 6.85 | 7.1 |
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: ₹12,39,588 - Absolute Returns: ₹39,588 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,74,954 - Absolute Returns: ₹3,74,954 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹69,70,213 - Absolute Returns: ₹9,70,213 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,02,41,305 - Absolute Returns: ₹18,41,305 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,63,48,977 - Absolute Returns: ₹43,48,977 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,14,02,509 - Absolute Returns: ₹70,02,509 - CAGR: %Drawdown Metrics
Max Drawdown
-12.12 %
Drawdown Duration
0 months
Recovery Time
19 months
Avg Drawdown
-0.63 %
Calmar Ratio by Duration
1
Y
0.5745
3
Y
0.5407
5
Y
0.5085
7
Y
0.487
10
Y
0.5357
12
Y
0.5654