UTI Nifty SDL Plus AAA PSU Bond April 2028 75:25 Index Fund Direct Growth

Scheme code: INF789F1AXR3 NAV value: ₹ 12.6397 NAV date: 18 March, 2026 TER: 0.19%

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: Index Funds

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	6.48	10.80	8.37	8.46	9.23
3 year	7.97	8.14	8.12	8.09	15.72

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	8.46
3 year	6.28	30.95	15.04	8.09
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
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	8.46
3 year	6.56	19.64	13.57	8.09
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	8.46
3 year	7.68	21.49	15.06	8.09
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	8.46
3 year	8.04	32.03	17.81	8.09
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

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 (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,44,716 - Absolute Returns: ₹44,716 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,23,632 - Absolute Returns: ₹4,23,632 - CAGR: %

Max Drawdown

-0.63 %

Drawdown Duration

1 months

Recovery Time

1 months

Avg Drawdown

-0.05 %

1 Y

13.4435

3 Y

12.8556

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	1.22	0.02	6.8	-3.8	7.67 %	4.00 %
3 years	1.39	0.02	6.9	-4.4	7.97 %	11.28 %
5 years	-1.69	0.02	6.9	-4.4	4.80 %	5.88 %
7 years	-3.06	0.02	6.9	-4.4	3.40 %	4.17 %
10 years	-4.07	0.02	6.9	-4.4	2.37 %	2.90 %
12 years	-4.46	0.02	6.9	-4.4	1.97 %	2.41 %
15 years	-4.86	0.02	6.9	-4.4	1.57 %	1.92 %