UTI Medium to Long Duration Fund Direct Growth
Scheme code: INF789F01SQ6
NAV value:
₹ 81.3917
NAV date: 18 March, 2026
TER: 1.26%
Fund option: Direct
Fund type: Growth
Asset class: Debt
Asset category: Medium to Long Duration Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -11.97 | 19.23 | 7.49 | 7.08 | 7.76 |
| 3 year | -1.76 | 13.93 | 7.84 | 6.67 | 8.23 |
| 5 year | 2.34 | 9.75 | 5.13 | 5.85 | 6.32 |
| 7 year | 4.09 | 6.61 | 5.47 | 5.40 | 6.36 |
| 10 year | 6.03 | 7.16 | 6.58 | 6.55 | 7 |
| 12 year | 6.67 | 7.21 | 6.95 | 6.94 | 7.29 |
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: ₹12,39,560 - Absolute Returns: ₹39,560 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,04,849 - Absolute Returns: ₹4,04,849 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹70,14,439 - Absolute Returns: ₹10,14,439 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,01,90,625 - Absolute Returns: ₹17,90,625 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,65,00,882 - Absolute Returns: ₹45,00,882 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,15,67,029 - Absolute Returns: ₹71,67,029 - CAGR: %Drawdown Metrics
Max Drawdown
-13.07 %
Drawdown Duration
15 months
Recovery Time
18 months
Avg Drawdown
-1.46 %
Calmar Ratio by Duration
1
Y
0.5415
3
Y
0.5102
5
Y
0.4474
7
Y
0.413
10
Y
0.501
12
Y
0.5308