UTI Medium Duration Fund Direct Growth
Scheme code: INF789FB1KE6
NAV value:
₹ 20.2505
NAV date: 18 March, 2026
TER: 0.80%
Fund option: Direct
Fund type: Growth
Asset class: Debt
Asset category: Medium Duration Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -1.02 | 12.80 | 7.09 | 6.69 | 8.07 |
| 3 year | 3.19 | 9.54 | 5.95 | 6.01 | 6.96 |
| 5 year | 4.43 | 7.50 | 5.43 | 5.62 | 6.31 |
| 7 year | 5.27 | 6.59 | 5.75 | 5.78 | 6.54 |
| 10 year | 6.45 | 6.89 | 6.61 | 6.65 | 7.22 |
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: ₹12,37,014 - Absolute Returns: ₹37,014 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,28,399 - Absolute Returns: ₹3,28,399 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹68,36,830 - Absolute Returns: ₹8,36,830 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,01,79,596 - Absolute Returns: ₹17,79,596 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,64,69,738 - Absolute Returns: ₹44,69,738 - CAGR: %Drawdown Metrics
Max Drawdown
-5.31 %
Drawdown Duration
1 months
Recovery Time
10 months
Avg Drawdown
-0.29 %
Calmar Ratio by Duration
1
Y
1.26
3
Y
1.1319
5
Y
1.0585
7
Y
1.0886
10
Y
1.2525