UTI Ultra Short Duration Fund Direct Growth

Scheme code: INF789F01TI1 NAV value: ₹ 4750.6412 NAV date: 18 March, 2026 TER: 0.33%
Fund option: Direct Fund type: Growth
Asset class: Debt Asset category: Ultra Short Duration Fund

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year2.4510.537.447.3713.89
3 year4.779.766.647.106.88
5 year5.669.146.646.846.53
7 year6.148.156.496.766.92
10 year6.747.437.037.067.23
12 year7.147.457.377.327.82

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: ₹12,40,155 - Absolute Returns: ₹40,155 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,82,525 - Absolute Returns: ₹3,82,525 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹70,37,895 - Absolute Returns: ₹10,37,895 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,04,95,558 - Absolute Returns: ₹20,95,558 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,67,07,470 - Absolute Returns: ₹47,07,470 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,18,79,344 - Absolute Returns: ₹74,79,344 - CAGR: %

Drawdown Metrics

Max Drawdown

-3.61 %

Drawdown Duration

0 months

Recovery Time

6 months

Avg Drawdown

-0.08 %

Calmar Ratio by Duration

1 Y

2.0399

3 Y

1.9652

5 Y

1.8932

7 Y

1.8711

10 Y

1.9541

12 Y

2.0261