UTI Short Duration Fund Direct Growth
Scheme code: INF789F01XY0
NAV value:
₹ 35.0673
NAV date: 18 March, 2026
TER: 0.37%
Fund option: Direct
Fund type: Growth
Asset class: Debt
Asset category: Short Duration Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -6.18 | 13.23 | 8.34 | 7.50 | 13.45 |
| 3 year | 2.58 | 10.95 | 7.77 | 7.10 | 7.77 |
| 5 year | 5.12 | 9.36 | 5.99 | 6.71 | 6.99 |
| 7 year | 5.63 | 7.61 | 6.43 | 6.49 | 7.05 |
| 10 year | 6.69 | 7.45 | 7.03 | 7.04 | 7.44 |
| 12 year | 7.24 | 7.61 | 7.39 | 7.39 | 7.88 |
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: ₹12,42,371 - Absolute Returns: ₹42,371 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,93,259 - Absolute Returns: ₹3,93,259 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹70,70,346 - Absolute Returns: ₹10,70,346 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,04,67,353 - Absolute Returns: ₹20,67,353 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,68,26,165 - Absolute Returns: ₹48,26,165 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,21,68,803 - Absolute Returns: ₹77,68,803 - CAGR: %Drawdown Metrics
Max Drawdown
-13.16 %
Drawdown Duration
0 months
Recovery Time
13 months
Avg Drawdown
-0.60 %
Calmar Ratio by Duration
1
Y
0.5698
3
Y
0.5394
5
Y
0.5098
7
Y
0.4931
10
Y
0.5349
12
Y
0.5615