Returns Performance

Lumpsum Returns Performance

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

-0.29%
Loss: -₹1,434
₹5,00,000 ₹4,98,566
1 Month
-0.22%
Loss: -₹1,089
₹5,00,000 ₹4,98,911
3 Months
3.06%
Gain: +₹15,299
₹5,00,000 ₹5,15,299
6 Months
2.97%
Gain: +₹14,835
₹5,00,000 ₹5,14,835
1 Year
5.90%
Gain: +₹93,764
₹5,00,000 ₹5,93,764
3 Years
6.57%
Gain: +₹1,87,542
₹5,00,000 ₹6,87,542
5 Years
6.13%
Gain: +₹2,58,711
₹5,00,000 ₹7,58,711
7 Years
4.71%
Gain: +₹2,92,594
₹5,00,000 ₹7,92,594
10 Years
6.43%
Gain: +₹7,73,880
₹5,00,000 ₹12,73,880
15 Years
6.56%
Gain: +₹13,38,869
₹5,00,000 ₹18,38,869
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.

4.71% XIRR
Gain: +₹26,771
₹3,60,000 ₹3,86,771
36 installments 3 Years
5.80% XIRR
Gain: +₹94,745
₹6,00,000 ₹6,94,745
60 installments 5 Years
5.55% XIRR
Gain: +₹3,94,626
₹12,00,000 ₹15,94,626
120 installments 10 Years
5.75% XIRR
Gain: +₹10,25,543
₹18,00,000 ₹28,25,543
180 installments 15 Years
6.22% XIRR
Gain: +₹24,14,610
₹24,60,000 ₹48,74,610
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
Debt
Sub Category
Medium to Long Term Fund
Plan
Growth
Launch Date
—
AUM
—
Expense Ratio
1.6400%
Fund Manager
—
Riskometer
—
NAV (as on October 1, 2026)
₹75.9166
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

4957 data points
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