Returns Performance

Lumpsum Returns Performance

One time Investment of ₹5,00,000 calculated using actual historical NAV.

-6.39%
Loss: -₹31,954
₹5,00,000 ₹4,68,046
1 Month
-5.43%
Loss: -₹27,151
₹5,00,000 ₹4,72,849
3 Months
3.21%
Gain: +₹16,029
₹5,00,000 ₹5,16,029
6 Months
-7.03%
Loss: -₹35,172
₹5,00,000 ₹4,64,828
1 Year
5.88%
Gain: +₹93,332
₹5,00,000 ₹5,93,332
3 Years
5.56%
Gain: +₹1,55,434
₹5,00,000 ₹6,55,434
5 Years
12.21%
Gain: +₹6,20,296
₹5,00,000 ₹11,20,296
7 Years
10.26%
Gain: +₹8,28,051
₹5,00,000 ₹13,28,051
10 Years
11.74%
Gain: +₹21,43,088
₹5,00,000 ₹26,43,088
15 Years
9.26%
Gain: +₹25,77,439
₹5,00,000 ₹30,77,439
Since Inception
Performance Illustration
  • Lump-sum investment: ₹5,00,000
  • SIP investment: ₹10,000 per month
  • Values are calculated using actual historical NAV based on the selected investment period.
  • Current valuation is based on the latest available NAV.

SIP Performance Illustration

Monthly SIP of ₹10,000 calculated using actual historical NAV.

-1.57% XIRR
Loss: -₹8,615
₹3,60,000 ₹3,51,385
36 installments 3 Years
4.33% XIRR
Gain: +₹69,444
₹6,00,000 ₹6,69,444
60 installments 5 Years
9.66% XIRR
Gain: +₹7,78,572
₹12,00,000 ₹19,78,572
120 installments 10 Years
10.90% XIRR
Gain: +₹25,36,205
₹18,00,000 ₹43,36,205
180 installments 15 Years
10.58% XIRR
Gain: +₹57,56,691
₹24,60,000 ₹82,16,691
246 installments Since Inception

XIRR is calculated from the actual dates and values of all SIP cash flows. Illustrations are not return guarantees.

Fund Information

AMC
UTI Mutual Fund
Benchmark
—
Category
Equity
Sub Category
ELSS
Plan
Growth
Launch Date
—
AUM
—
Expense Ratio
1.9600%
Fund Manager
—
Riskometer
—
NAV (as on October 1, 2026)
₹189.1394
Exit Load
Refer to scheme factsheet.

Investment Calculator

Results use this scheme’s actual historical NAV data. They are illustrations, not return guarantees.

NAV History Chart

5000 data points
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